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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 %
MBFW
1201
Morton Brown Family Wealth
Pennsylvania
$2.5K +$2.5K +15 New
AIP
1202
Ahrens Investment Partners
Louisiana
$2.33K +$2.33K +14 New
TAM
1203
Tucker Asset Management
Colorado
$2.33K +$2.33K +14 New
AW
1204
Avion Wealth
Texas
$2K +$2K +13 New
ECM
1205
Everence Capital Management
Indiana
$1.9K +$3 +20 +0.2%
OIA
1206
Optimum Investment Advisors
Illinois
$1.5K – – –
RA
1207
Rise Advisors
New York
$1.5K +$1.5K +9 New
HWA
1208
HHM Wealth Advisors
Tennessee
$1.17K – – –
FGAM
1209
Financial Gravity Asset Management
Texas
$1.08K +$13 +2 +1%
VNA
1210
Valley National Advisers
Pennsylvania
$1K – – –
CA
1211
Centerpoint Advisors
Massachusetts
$1K +$1K +6 New
HGERS
1212
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1K +8 New
HWP
1213
Highline Wealth Partners
California
$999 – – –
FSWA
1214
Financial Synergies Wealth Advisors
Texas
$833 – – –
BSB
1215
Bangor Savings Bank
Maine
$666 -$66.6K -400 -99%
2L
1216
25 LLC
Missouri
$541 +$541 +3 New
TWP
1217
TFO Wealth Partners
Ohio
$167 -$44.1K -264 -100%
BA
1218
Bellwether Advisors
Nebraska
$166 -$664 -4 -80%
Tudor Investment Corp
1219
Tudor Investment Corp
Connecticut
– -$17.6M -106,116 Closed
BA
1220
Bridgewater Associates
Connecticut
– -$15.4M -93,026 Closed
VRS
1221
Virginia Retirement Systems
Virginia
– -$13.1M -78,900 Closed
PP
1222
Prospector Partners
Connecticut
– -$7.22M -43,630 Closed
DA
1223
Duality Advisers
Florida
– -$5.32M -32,132 Closed
PP
1224
PDT Partners
New York
– -$3.21M -19,418 Closed
PF
1225
Phoenix Financial
Israel
– -$3.11M -18,751 Closed
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49
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