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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 %
KFC
976
Klingenstein Fields & Co
New York
$228K – – –
LFA
977
LGT Financial Advisors
Texas
$227K +$227K +1,364 New
AAMC
978
Asset Allocation & Management Company
Illinois
$227K -$283K -1,700 -56%
NED
979
Nancy E. Dempze
$226K – – –
RHJA
980
Rice Hall James & Associates
California
$225K – – –
CPA
981
Court Place Advisors
Maryland
$225K – – –
FMII
982
Farmers & Merchants Investments Inc
Nebraska
$223K – – –
JWWM
983
Johnson & White Wealth Management
Pennsylvania
$221K +$221K +1,324 New
WFA
984
WestHill Financial Advisors
California
$219K – – –
MRWM
985
ML&R Wealth Management
Texas
$218K +$13.2K +79 +6%
BOSSRA
986
B.O.S.S. Retirement Advisors
Utah
$218K +$218K +1,308 New
GLA
987
Great Lakes Advisors
Illinois
$217K +$217K +1,302 New
PCA
988
Pallas Capital Advisors
Massachusetts
$217K +$217K +1,208 New
AA
989
Alta Advisers
United Kingdom
$217K – – –
OWP
990
Obermeyer Wealth Partners
Colorado
$215K – – –
PCM
991
Pointe Capital Management
Michigan
$214K -$163K -977 -43%
BSC
992
Brown Shipley & Co
United Kingdom
$214K +$214K +1,284 New
VWA
993
V Wealth Advisors
Kansas
$214K -$1.17K -7 -0.5%
NPA
994
Nichols & Pratt Advisers
Massachusetts
$213K – – –
UB
995
UMB Bank
Missouri
$212K -$2.83K -17 -1%
AP
996
Adero Partners
California
$211K +$211K +1,269 New
TCMP
997
Thrive Capital Management (Pennsylvania)
Pennsylvania
$210K +$165 +1 +0.1%
TSS
998
Two Sigma Securities
New York
$210K -$219K -1,316 -51%
WMA
999
Wealth Management Associates
New Jersey
$209K – – –
LA
1000
LVW Advisors
New York
$209K -$167 -1 -0.1%
38 39
40
41 42