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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 %
EP
1251
Edgestream Partners
New Jersey
– -$297K -1,794 Closed
GCP
1252
GSA Capital Partners
United Kingdom
– -$277K -1,674 Closed
MC
1253
Machina Capital
France
– -$265K -1,600 Closed
RIM
1254
Rockbridge Investment Management
New York
– -$257K -1,551 Closed
GFP
1255
Gryphon Financial Partners
Ohio
– -$250K -1,509 Closed
SPA
1256
Sherbrooke Park Advisers
New York
– -$248K -1,500 Closed
RA
1257
RFG Advisory
Alabama
– -$244K -1,419 Closed
CCA
1258
Childress Capital Advisors
Texas
– -$233K -1,409 Closed
SPP
1259
Single Point Partners
Massachusetts
– -$220K -1,327 Closed
DBT
1260
Dubuque Bank & Trust
Iowa
– -$208K -1,256 Closed
IAIM
1261
International Assets Investment Management
Florida
– -$206K -1,245 Closed
CIA
1262
Choate Investment Advisors
Massachusetts
– -$201K -1,213 Closed
APA
1263
Astoria Portfolio Advisors
New York
– -$208K -1,202 Closed
DFCM
1264
Dark Forest Capital Management
Puerto Rico
– -$183K -1,106 Closed
RBC
1265
Romano Brothers & Co
Illinois
– -$151K -915 Closed
ACP
1266
Arcus Capital Partners
Georgia
– -$130K -786 Closed
HNWAG
1267
High Net Worth Advisory Group
Florida
– -$118K -714 Closed
USCWA
1268
U.S. Capital Wealth Advisors
Texas
– -$52K -314 Closed
AWM
1269
Atticus Wealth Management
Florida
– -$26.6K -161 Closed
ANBT
1270
American National Bank & Trust
Texas
– -$25K -150 Closed
MCC
1271
Money Concepts Capital
Florida
– -$24.2K -146 Closed
CAL
1272
Capital Advisors Ltd
Ohio
– -$22K -135 Closed
SC
1273
Seldon Capital
California
– -$14.6K -88 Closed
MLM
1274
Mount Lucas Management
Pennsylvania
– -$13.2K -80 Closed
R
1275
Rebalance
California
– -$12.6K -76 Closed
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