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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 %
VVP
526
Venture Visionary Partners
Ohio
$2.13M +$3.24K +17 +0.2%
GS
527
GTS Securities
New York
$2.1M +$470K +2,471 +29%
JFG
528
Jefferies Financial Group
New York
$2.09M -$1.03M -5,415 -33%
KCG
529
Kinsale Capital Group
Virginia
$2.08M +$312K +1,641 +18%
LNWWM
530
Laird Norton Wetherby Wealth Management
California
$2.07M -$13.3K -70 -0.6%
TCA
531
Transcend Capital Advisors
New Jersey
$2.05M -$158K -830 -7%
CAAS
532
Capital Asset Advisory Services
Michigan
$2.02M +$272K +1,408 +16%
PAS
533
Park Avenue Securities
New York
$2.02M +$52.7K +277 +3%
Cambridge Investment Research Advisors
534
Cambridge Investment Research Advisors
Iowa
$2.01M +$290K +1,522 +17%
FRA
535
Front Row Advisors
California
$2M – – –
DBIA
536
Dumont & Blake Investment Advisors
New Jersey
$1.98M -$39.2K -206 -2%
RJT
537
Raymond James Trust
Florida
$1.98M -$70.6K -371 -3%
FNT
538
First National Trust
Pennsylvania
$1.97M -$309K -1,623 -14%
BRC
539
Bishop Rock Capital
New York
$1.93M -$3.31M -17,400 -63%
HBT
540
Hills Bank & Trust
Iowa
$1.93M -$187K -981 -9%
TMAM
541
Tokio Marine Asset Management
Japan
$1.92M +$176K +925 +10%
BHPW
542
Beverly Hills Private Wealth
California
$1.92M -$1.97M -10,373 -51%
ASN
543
Advisory Services Network
Georgia
$1.91M +$54.2K +285 +3%
CK
544
Cohen Klingenstein
New York
$1.9M – – –
ETC
545
Exchange Traded Concepts
Oklahoma
$1.89M +$1.88M +9,887 +30,897%
MCM
546
MAI Capital Management
Ohio
$1.88M +$257K +1,352 +16%
TAM
547
Tealwood Asset Management
Minnesota
$1.88M +$21.3K +112 +1%
AAS
548
Avantax Advisory Services
Texas
$1.86M +$336K +1,764 +22%
CCG
549
Chatham Capital Group
Georgia
$1.85M – – –
PS
550
Pensionfund Sabic
Netherlands
$1.85M -$190K -1,000 -9%
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