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Marsh & McLennan
MMC

Overview Fund Activity

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
$117M
2
Goldman Sachs
Goldman Sachs
New York
$801M
3
ClearBridge Investments
ClearBridge Investments
New York
$639M
4
Ameriprise
Ameriprise
Minnesota
$1.36B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.6B

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$7.83M
2
Stifel Financial
Stifel Financial
Missouri
$59M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.43M
4
State Street
State Street
Massachusetts
$3.48B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
CT
901
Cambridge Trust
Massachusetts
$299K -$11.3K -68 -4%
NHT
902
New Hampshire Trust
New Hampshire
$296K -$4.16K -25 -1%
NL
903
NWAM LLC
Washington
$296K +$8K +48 +3%
TC
904
TwinBeech Capital
New York
$295K -$12.8M -76,989 -98%
CSWM
905
Cassady Schiller Wealth Management
Ohio
$295K – – –
SCM
906
Stevens Capital Management
Pennsylvania
$292K +$292K +1,753 New
PMFA
907
Plante Moran Financial Advisors
Michigan
$288K +$333 +2 +0.1%
RFN
908
RDA Financial Network
Iowa
$288K -$1.17K -7 -0.4%
BEI
909
Benjamin Edwards Inc
Missouri
$288K +$33.5K +201 +13%
CCP
910
Clarkston Capital Partners
Michigan
$287K – – –
OL
911
Optas LLC
Texas
$287K +$14.2K +85 +5%
RWM
912
RKL Wealth Management
Pennsylvania
$285K -$1.67K -10 -0.6%
JFL
913
Jarislowsky, Fraser Ltd
Quebec, Canada
$283K – – –
CGA
914
Crescent Grove Advisors
Illinois
$283K +$75.5K +453 +36%
AC
915
Avestar Capital
New York
$281K +$48.1K +289 +21%
SGWM
916
Sterling Group Wealth Management
California
$277K – – –
GVAG
917
Great Valley Advisor Group
Delaware
$277K +$277K +1,662 New
MM
918
MQS Management
New York
$277K +$277K +1,663 New
CHP
919
Cable Hill Partners
Oregon
$276K +$28.6K +172 +12%
NPF
920
Norris Perne & French
Michigan
$275K – – –
AFP
921
Alpha Financial Partners
Kentucky
$274K -$16.7K -100 -6%
LFA
922
Legacy Financial Advisors
Kentucky
$274K -$5.66K -34 -2%
PWMG
923
Prestige Wealth Management Group
New Jersey
$274K +$19.5K +117 +8%
VFA
924
Voya Financial Advisors
Connecticut
$274K +$17.5K +106 +7%
EL
925
EWA LLC
Pennsylvania
$272K +$272K +1,501 New
35 36
37
38 39