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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 %
MWA
926
Meridian Wealth Advisors
Texas
$271K -$8.66K -52 -3%
ATPW
927
Ashton Thomas Private Wealth
Arizona
$270K -$555K -3,331 -67%
IAA
928
Independent Advisor Alliance
North Carolina
$270K +$270K +1,620 New
PHAM
929
Palisades Hudson Asset Management
Florida
$268K – – –
MSFP
930
Mark Sheptoff Financial Planning
Connecticut
$268K – – –
B
931
Bailard
California
$268K +$8.83K +53 +3%
KIG
932
Kessler Investment Group
Indiana
$267K +$8.49K +51 +3%
SAG
933
Spotlight Asset Group
Illinois
$267K +$267K +1,722 New
LNB
934
Ledyard National Bank
$267K – – –
CFAM
935
Center For Asset Management
Florida
$265K -$2.5K -15 -0.9%
CM
936
Capital Management
Virginia
$263K – – –
CAM
937
Carret Asset Management
New York
$263K – – –
LSA
938
Lion Street Advisors
Texas
$263K +$999 +6 +0.4%
AWA
939
Arete Wealth Advisors
Illinois
$262K -$14.3K -86 -5%
AP
940
Appleton Partners
Massachusetts
$261K – – –
CCG
941
Cypress Capital Group
Florida
$259K -$16K -96 -6%
NB
942
Nicolet Bankshares
Wisconsin
$259K +$13.6K +201 +6%
DA
943
Detalus Advisors
Missouri
$257K – – –
SWP
944
Strategic Wealth Partners
Ohio
$256K -$28.5K -171 -10%
DA
945
Dillon & Associates
Michigan
$253K – – –
PP
946
Patron Partners
Texas
$253K – – –
CA
947
Continuum Advisory
Idaho
$252K -$6K -36 -2%
GA
948
GraniteShares Advisors
New York
$252K -$4.83K -29 -2%
FFA
949
First Foundation Advisors
California
$251K -$63.5K -381 -20%
AAS
950
Ameritas Advisory Services
Nebraska
$250K -$18.9K -110 -7%
36 37
38
39 40