MMC icon

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 %
MW
1001
Marcum Wealth
Ohio
$207K +$207K +1,240 New
NFG
1002
Nations Financial Group
Iowa
$207K +$207K +1,240 New
NEPPG
1003
New England Professional Planning Group
Rhode Island
$206K – – –
NCM
1004
Northside Capital Management
Oregon
$206K – – –
EHC
1005
Everett Harris & Co
California
$205K – – –
RPC
1006
Rossmore Private Capital
Connecticut
$202K – – –
QT
1007
Quantamental Technologies
New York
$202K -$417K -2,503 -67%
MC
1008
Middleton & Co
Massachusetts
$202K – – –
LPIC
1009
LeJeune Puetz Investment Counsel
Michigan
$197K +$2.17K +13 +1%
LC
1010
Lindbrook Capital
California
$196K +$62.6K +376 +47%
HCM
1011
Hollencrest Capital Management
California
$191K – – –
SWM
1012
Spire Wealth Management
Virginia
$190K +$14.7K +88 +8%
FCA
1013
Fortis Capital Advisors
Kansas
$189K -$65K -390 -26%
RTC
1014
Riverview Trust Company
Washington
$187K – – –
IGWM
1015
ICA Group Wealth Management
Colorado
$183K +$14.5K +87 +9%
GC
1016
Garde Capital
Washington
$183K – – –
FDCC
1017
Foster Dykema Cabot & Co
Massachusetts
$178K +$178K +1,068 New
MAM
1018
Magellan Asset Management
Australia
$172K -$1.83K -11 -1%
MIA
1019
Milestone Investment Advisors
Wisconsin
$172K +$172K +1,031 New
TF
1020
TimeScale Financial
Massachusetts
$163K +$333 +2 +0.2%
SSG
1021
Summit Securities Group
New York
$162K +$78.4K +470 +94%
GBT
1022
Grove Bank & Trust
Florida
$160K +$4.16K +25 +3%
PFBT
1023
Parkside Financial Bank & Trust
Missouri
$157K +$5.66K +34 +4%
CFO
1024
CVA Family Office
Colorado
$156K +$11.5K +69 +8%
AF
1025
Allworth Financial
California
$155K +$35.8K +215 +30%
39 40
41
42 43