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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
1
Millennium Management
New York
$117M
2
Goldman Sachs
2
Goldman Sachs
New York
$801M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$639M
4
Ameriprise
4
Ameriprise
Minnesota
$1.36B
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$1.6B

Top Sellers

1
M1FG
1
Mach-1 Financial Group
Arkansas
$7.83M
2
Stifel Financial
2
Stifel Financial
Missouri
$59M
3
1832 Asset Management
3
1832 Asset Management
Ontario, Canada
$4.43M
4
State Street
4
State Street
Massachusetts
$3.48B
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFT
1151
Moisand Fitzgerald Tamayo
Florida
$14.8K – – –
OC
1152
Oakworth Capital
Alabama
$14.2K – – –
FPFS
1153
First Personal Financial Services
North Carolina
$13.3K – – –
AWM
1154
Abound Wealth Management
Tennessee
$12.8K +$4.33K +26 +51%
Commonwealth Equity Services
1155
Commonwealth Equity Services
Massachusetts
$12.7K -$2.72K -16,309 -18%
GG
1156
Gleason Group
Kentucky
$12.3K – – –
AIM
1157
Arcadia Investment Management
Michigan
$12.3K – – –
GIA
1158
GHP Investment Advisors
Colorado
$12K +$2.67K +16 +29%
TCWA
1159
Ten Capital Wealth Advisors
Washington
$12K +$12K +72 New
TFA
1160
Toth Financial Advisory
Virginia
$11.8K +$2.67K +16 +29%
CHA
1161
Carmichael Hill & Associates
Maryland
$11.7K – – –
M
1162
MOTCO
Texas
$11.3K – – –
TJHA
1163
Thomas J. Herzfeld Advisors
Florida
$11.3K – – –
KFI
1164
Key Financial Inc
Pennsylvania
$11.3K – – –
RDFA
1165
Ritter Daniher Financial Advisory
Ohio
$10.8K – – –
TLA
1166
Tanglewood Legacy Advisors
Texas
$10.2K – – –
PK
1167
Pflug Koory
Nebraska
$10.2K – – –
WWP
1168
WR Wealth Planners
Missouri
$9.66K +$9.66K +58 New
TCM
1169
TD Capital Management
Tennessee
$9.19K – – –
MWM
1170
Mascoma Wealth Management
New Hampshire
$9.01K – – –
SC
1171
Schubert & Co
Texas
$8.5K +$333 +2 +4%
GWSG
1172
GPS Wealth Strategies Group
Colorado
$7.5K +$7.5K +45 New
RTL
1173
Red Tortoise LLC
Georgia
$7.16K – – –
BWM
1174
Baystate Wealth Management
Massachusetts
$7.13K +$4.41K +26 +163%
AWM
1175
Activest Wealth Management
Florida
$6.66K +$6.66K +40 New
45 46
47
48 49