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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 %
NAS
951
Nicolet Advisory Services
Wisconsin
$249K +$249K +1,468 New
FHA
952
Flagship Harbor Advisors
Massachusetts
$248K – – –
HFG
953
Heron Financial Group
New York
$246K +$11.7K +70 +5%
PFS
954
Prospera Financial Services
Texas
$246K +$3.84K +23 +2%
CT
955
Colonial Trust
South Carolina
$246K +$194K +1,178 +378%
CWP
956
Capital Wealth Planning
Florida
$245K +$12.3K +74 +5%
RP
957
Riverwater Partners
Wisconsin
$242K -$1.5K -9 -0.6%
PP
958
PFS Partners
New Jersey
$239K – – –
FFP
959
FourThought Financial Partners
Florida
$238K +$7K +42 +3%
DI
960
Diligent Investors
California
$237K -$25K -150 -10%
HIA
961
Harbor Investment Advisory
Maryland
$237K -$54.5K -327 -19%
GCMG
962
Gyroscope Capital Management Group
Florida
$236K -$332K -1,992 -58%
ECM
963
Evergreen Capital Management
Washington
$235K +$2.17K +13 +0.9%
MPWT
964
MassMutual Private Wealth & Trust
Connecticut
$235K +$28.5K +171 +14%
RT
965
Rockland Trust
Massachusetts
$231K +$7.33K +44 +3%
VC
966
Veracity Capital
Georgia
$230K +$4.5K +27 +2%
GT
967
Glenview Trust
Kentucky
$230K – – –
FCBT
968
First Citizens Bank & Trust
North Carolina
$230K – – –
SSWM
969
Smith Salley Wealth Management
North Carolina
$229K -$5.66K -34 -2%
YIA
970
YHB Investment Advisors
Connecticut
$229K -$5.16K -31 -2%
CFO
971
Callan Family Office
Pennsylvania
$229K +$229K +1,374 New
CTC
972
Central Trust Company
Missouri
$229K +$66.5K +399 +41%
WSTAM
973
Wilbanks Smith & Thomas Asset Management
Virginia
$229K – – –
CT
974
Columbia Trust
Oregon
$229K -$13.8K -83 -6%
JIC
975
Joel Isaacson & Co
New York
$228K -$7.16K -43 -3%
37 38
39
40 41