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Marsh & McLennan
MMC

Overview Fund Activity

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$313M
2
JCM
Junto Capital Management
New York
$79.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.1M
4
Goldman Sachs
Goldman Sachs
New York
$788M
5
Norges Bank
Norges Bank
Norway
$926M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$241M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$504M
3
State Street
State Street
Massachusetts
$3.94B
4
BlackRock
BlackRock
New York
$7.72B
5
Amundi
Amundi
France
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
Federated Hermes
401
Federated Hermes
Pennsylvania
$5.39M -$29.7K -156 -0.5%
SFI
402
Siemens Fonds Invest
Germany
$5.38M +$80.5K +423 +2%
AT
403
American Trust
Kentucky
$5.33M -$988K -5,194 -16%
KA
404
Kintegral Advisory
New York
$5.27M -$3.05K -16 -0.1%
EWM
405
Executive Wealth Management
Michigan
$5.25M +$5.25M +27,594 New
ZB
406
Zions Bancorporation
Utah
$5.13M -$69.3K -364 -1%
HI
407
Harrington Investments
California
$5.07M +$18.1K +95 +0.4%
BWM
408
BNC Wealth Management
Oregon
$5M – – –
NMERB
409
New Mexico Educational Retirement Board
New Mexico
$4.9M +$324K +1,700 +7%
TPM
410
Triasima Portfolio Management
Quebec, Canada
$4.88M – – –
MGP
411
Metis Global Partners
California
$4.87M +$630K +3,313 +15%
BE
412
Bonness Enterprises
District of Columbia
$4.85M – – –
FA
413
FDx Advisors
Illinois
$4.85M -$1.36M -7,121 -22%
QCM
414
Qsemble Capital Management
New York
$4.83M +$3.5M +18,400 +263%
CB
415
Commerce Bank
Missouri
$4.81M -$61.5K -323 -1%
KeyBank National Association
416
KeyBank National Association
Ohio
$4.77M -$76.5K -402 -2%
IC
417
IEQ Capital
California
$4.75M +$155K +812 +3%
NC
418
Northcape Capital
Australia
$4.66M +$1.04M +5,477 +29%
BHWA
419
Beacon Harbor Wealth Advisors
Virginia
$4.65M +$4.65M +24,451 New
TRCT
420
Tower Research Capital (TRC)
New York
$4.61M +$3.03M +15,928 +191%
ORI
421
Oak Ridge Investments
Illinois
$4.56M +$124K +650 +3%
CPA
422
Capital Planning Advisors
California
$4.48M -$10.3K -54 -0.2%
PPW
423
Parcion Private Wealth
Washington
$4.44M +$2.47K +13 +0.1%
Lido Advisors
424
Lido Advisors
California
$4.44M -$55.4K -291 -1%
CIS
425
Capital International Sarl
California
$4.39M -$1.54M -8,078 -26%
15 16
17
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