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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 %
BPA
476
Beacon Pointe Advisors
California
$2.96M +$172K +906 +6%
SIA
477
Strategic Investment Advisors
Michigan
$2.96M +$2.96M +15,557 New
OAM
478
Occidental Asset Management
California
$2.95M +$30.6K +161 +1%
P
479
Pitcairn
Pennsylvania
$2.95M +$292K +1,533 +11%
AWM
480
Accurate Wealth Management
Florida
$2.94M +$81.1K +425 +3%
Financial Engines Advisors
481
Financial Engines Advisors
California
$2.93M -$13.5M -16,687 -82%
Assenagon Asset Management
482
Assenagon Asset Management
Luxembourg
$2.88M -$70.7M -371,750 -96%
LA
483
Lindenwold Advisors
Pennsylvania
$2.87M +$83.2K +437 +3%
SICM
484
Sustainable Insight Capital Management
New York
$2.86M +$2.86M +15,042 New
BTI
485
Blue Trust Inc
Georgia
$2.86M +$200K +1,064 +8%
BA
486
Bridgewater Associates
Connecticut
$2.85M +$2.85M +14,990 New
SLI
487
Sumitomo Life Insurance
Japan
$2.84M +$73.6K +387 +3%
FCH
488
Freestone Capital Holdings
Washington
$2.82M -$67.9K -357 -2%
CA
489
Clearstead Advisors
Ohio
$2.82M +$1.41M +7,399 +100%
SDIC
490
South Dakota Investment Council
South Dakota
$2.79M -$252K -1,324 -8%
VIM
491
Vinva Investment Management
Australia
$2.78M -$66.1K -342 -2%
HSA
492
HBK Sorce Advisory
Pennsylvania
$2.76M +$58.2K +306 +2%
AWM
493
AE Wealth Management
Kansas
$2.73M +$761 +4 +0%
SCM
494
Shelton Capital Management
Colorado
$2.69M – – –
BFEC
495
Benjamin F. Edwards & Company
Missouri
$2.66M -$214K -1,126 -7%
Bessemer Group
496
Bessemer Group
New Jersey
$2.65M -$619K -3,254 -19%
USAA
497
United Services Automobile Association
Texas
$2.63M +$328K +1,725 +14%
KWM
498
Kingsview Wealth Management
Oregon
$2.61M +$23.6K +124 +0.9%
LA
499
LBP AM
France
$2.6M +$411K +2,162 +19%
Cetera Investment Advisers
500
Cetera Investment Advisers
Illinois
$2.59M +$105K +554 +4%
18 19
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