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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 %
BWP
1026
Baldwin Wealth Partners
Massachusetts
$153K – – –
VC
1027
Vestor Capital
Illinois
$152K +$501 +3 +0.3%
KLWA
1028
Kelly Lawrence W & Associates
California
$150K – – –
WTA
1029
Washington Trust Advisors
Massachusetts
$147K +$12.5K +75 +9%
HI
1030
Harbour Investments
Wisconsin
$139K -$833 -5 -0.6%
CCA
1031
Column Capital Advisors
Indiana
$138K – – –
KFS
1032
Kelly Financial Services
Massachusetts
$136K – – –
TWD
1033
True Wealth Design
Ohio
$134K +$2.5K +15 +2%
CCM
1034
Chilton Capital Management
Texas
$133K +$133K +800 New
BCM
1035
Bourgeon Capital Management
Connecticut
$127K – – –
MME
1036
Meag Munich Ergo
Germany
$126K -$607K -3,647 -83%
JSAM
1037
J. Safra Asset Management
New York
$123K +$123K +740 New
LS
1038
Livforsakringsbolaget Skandia
Sweden
$118K – – –
TFGT
1039
TS Financial Group (TSFG)
Illinois
$115K – – –
IBOK
1040
Independence Bank of Kentucky
Kentucky
$114K -$78.3K -470 -41%
TAIM
1041
TD Ameritrade Investment Management
Nebraska
$112K -$27.7K -167 -20%
HCP
1042
Hexagon Capital Partners
Arkansas
$111K -$7.33K -44 -6%
MA
1043
MCF Advisors
Kentucky
$110K – – –
AAG
1044
Armstrong Advisory Group
Massachusetts
$107K -$4.33K -26 -4%
BWL
1045
Bogart Wealth LLC
Virginia
$104K – – –
CF
1046
Centaurus Financial
California
$103K +$103K +617 New
TF
1047
Tompkins Financial
New York
$103K – – –
TWM
1048
Tradition Wealth Management
Minnesota
$101K +$502 +3 +0.5%
PAI
1049
Pittenger & Anderson Inc
Nebraska
$99.9K – – –
MHR
1050
Matthew Hamilton Rosenberg
$98.1K – – –
40 41
42
43 44