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Marsh & McLennan
MMC

Overview Fund Activity

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
$313M
2
JCM
Junto Capital Management
New York
$79.8M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.1M
4
Goldman Sachs
Goldman Sachs
New York
$788M
5
Norges Bank
Norges Bank
Norway
$926M

Top Sellers

1
ESCM
Echo Street Capital Management
New York
$241M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$504M
3
State Street
State Street
Massachusetts
$3.94B
4
BlackRock
BlackRock
New York
$7.72B
5
Amundi
Amundi
France
$324M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
1126
Harbor Investment Advisory
Maryland
$81.3K -$189K -993 -70%
GEA
1127
Glen Eagle Advisors
New Jersey
$80.9K -$26.1K -137 -24%
RL
1128
Rogco LP
Oklahoma
$79.7K +$79.7K +419 New
DFA
1129
DHJJ Financial Advisors
Illinois
$78K +$78K +410 New
JWM
1130
Janiczek Wealth Management
Colorado
$75.2K +$50.2K +264 +202%
OA
1131
Operose Advisors
Wisconsin
$75.2K +$75.2K +395 New
AA
1132
Ancora Advisors
Ohio
$75.2K – – –
VCM
1133
Versant Capital Management
Arizona
$73.6K – – –
IBOK
1134
Independence Bank of Kentucky
Kentucky
$72.3K -$14.3K -75 -16%
MCM
1135
MV Capital Management
Maryland
$72.3K +$761 +4 +1%
M
1136
MOTCO
Texas
$70.8K +$56.7K +298 +403%
KA
1137
Kozak & Associates
Colorado
$69.3K +$386 +2 +0.6%
HDIM
1138
Hanson & Doremus Investment Management
Vermont
$69K – – –
Loomis, Sayles & Company
1139
Loomis, Sayles & Company
Massachusetts
$69K +$2.27K +12 +3%
SCM
1140
Silvant Capital Management
Georgia
$68.1K – – –
CCP
1141
Carmel Capital Partners
California
$64.9K +$64.9K +341 New
GWM
1142
Geneos Wealth Management
Colorado
$62.8K +$1.71K +9 +3%
PCTC
1143
Perkins Coie Trust Company
Washington
$62.2K +$7.8K +41 +14%
MFA
1144
McClarren Financial Advisors
Pennsylvania
$62K – – –
BCMLT
1145
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.3K – – –
AGWCA
1146
Annis Gardner Whiting Capital Advisors
Florida
$61.1K +$61.1K +321 New
TIM
1147
Tortoise Investment Management
New York
$60.3K +$1.14K +6 +2%
GM
1148
GeoWealth Management
Illinois
$59K +$59K +310 New
HWM
1149
HighMark Wealth Management
Minnesota
$58.5K – – –
SSB
1150
Sandy Spring Bank
Maryland
$57.1K -$4.19K -22 -7%
44 45
46
47 48