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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 %
MMA
501
Miracle Mile Advisors
California
$2.56M -$6.09K -32 -0.2%
AWM
502
Axxcess Wealth Management
California
$2.52M +$1.91M +10,022 +311%
BIP
503
Bouvel Investment Partners
Pennsylvania
$2.5M +$74.8K +393 +3%
CC
504
Centiva Capital
New York
$2.49M +$365K +1,917 +17%
IGAM
505
iA Global Asset Management
Quebec, Canada
$2.47M -$212K -1,116 -8%
HWA
506
Heritage Wealth Advisors
Virginia
$2.46M – – –
PP
507
Pegasus Partners
Wisconsin
$2.44M +$63K +331 +3%
PTC
508
Private Trust Company
Ohio
$2.43M -$571 -3 -0%
TIAA Trust, National Association
509
TIAA Trust, National Association
North Carolina
$2.41M +$2.41M +12,668 New
VAS
510
Vestmark Advisory Solutions
Massachusetts
$2.4M -$2.85M -14,951 -54%
ECM
511
ExodusPoint Capital Management
New York
$2.39M +$1.76M +9,227 +279%
PAG
512
Private Advisor Group
New Jersey
$2.32M -$98.4K -517 -4%
BLC
513
Brown, Lisle/Cummings
Rhode Island
$2.31M -$18.8K -99 -0.8%
TAIM
514
Te Ahumairangi Investment Management
New Zealand
$2.31M -$973K -5,115 -30%
QCM
515
Quantinno Capital Management
New York
$2.29M +$766K +4,026 +50%
MUAMU
516
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.28M -$761K -4,000 -25%
UHC
517
Union Heritage Capital
Michigan
$2.28M – – –
GP
518
Girard Partners
Pennsylvania
$2.28M -$165K -865 -7%
Verition Fund Management
519
Verition Fund Management
Connecticut
$2.27M +$515K +2,706 +29%
VA
520
Vident Advisory
Georgia
$2.24M +$2.24M +11,784 New
BMCM
521
Bryn Mawr Capital Management
Pennsylvania
$2.23M +$240K +1,262 +12%
HT
522
Heritage Trust
Oklahoma
$2.23M -$3.24K -17 -0.1%
IA
523
Icon Advisers
Colorado
$2.18M – – –
HCM
524
Howland Capital Management
Massachusetts
$2.18M – – –
RWM
525
Ritholtz Wealth Management
New York
$2.14M +$825K +4,337 +63%
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