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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 %
LGF
451
LGT Group Foundation
Liechtenstein
$3.47M – – –
DA
452
Duality Advisers
Florida
$3.46M +$3.46M +18,187 New
MBTD
453
Mechanics Bank - Trust Department
California
$3.46M +$118K +618 +4%
SFA
454
Souders Financial Advisors
Ohio
$3.44M -$136K -717 -4%
ATC
455
Argent Trust Co
Tennessee
$3.44M +$396K +2,082 +13%
HIC
456
Hartline Investment Corp
Illinois
$3.42M +$619K +3,252 +22%
HFS
457
Hantz Financial Services
Michigan
$3.38M +$165K +866 +5%
NW
458
NewEdge Wealth
Pennsylvania
$3.32M -$243K -1,279 -7%
KRSITF
459
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.31M -$64.9K -341 -2%
NA
460
NewEdge Advisors
Louisiana
$3.3M +$723K +3,801 +28%
EF
461
Empirical Finance
Pennsylvania
$3.29M +$298K +1,566 +10%
NIC
462
Northwest Investment Counselors
Oregon
$3.25M -$26.5K -139 -0.8%
BF
463
BOK Financial
Oklahoma
$3.25M -$227K -1,196 -7%
DT
464
Diversified Trust
Tennessee
$3.22M +$234K +1,231 +8%
PI
465
Putnam Investments
Massachusetts
$3.18M -$340K -1,787 -10%
FNBT
466
FineMark National Bank & Trust
Florida
$3.14M +$3.14M +16,517 New
WI
467
WBI Investments
New Jersey
$3.13M +$1.57M +8,253 +101%
FBT
468
First Bankers Trust
Kentucky
$3.13M -$20.7K -109 -0.7%
IWP
469
Icon Wealth Partners
Texas
$3.05M -$243K -1,276 -7%
OCM
470
Olstein Capital Management
New York
$3.05M -$190K -1,000 -6%
RFC
471
Regions Financial Corp
Alabama
$3.02M +$68.7K +361 +2%
YIH
472
Y-Intercept (HK)
Hong Kong
$3M +$128K +673 +4%
AG
473
Ascent Group
Virginia
$3M +$14.2K +72 +0.5%
RWA
474
River Wealth Advisors
Pennsylvania
$2.98M -$49.3K -259 -2%
NMIMC
475
Northwestern Mutual Investment Management Company
Wisconsin
$2.97M -$3.05K -16 -0.1%
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