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Marsh & McLennan
MMC

Overview Fund Activity

1,281 hedge funds and large institutions have $82.2B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 456 increasing their positions, 491 reducing their positions, and 66 closing their positions.

Holders
1,281
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.43%
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
456
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M

Top Buyers

1
Janus Henderson Group
1
Janus Henderson Group
United Kingdom
$313M
2
Pictet Asset Management
2
Pictet Asset Management
Switzerland
$95.5M
3
JCM
3
Junto Capital Management
New York
$79.8M
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
4
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$85.1M
5
Goldman Sachs
5
Goldman Sachs
New York
$788M

Top Sellers

1
ESCM
1
Echo Street Capital Management
New York
$241M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$504M
3
State Street
3
State Street
Massachusetts
$3.94B
4
BlackRock
4
BlackRock
New York
$7.72B
5
Amundi
5
Amundi
France
$324M
Name Market Value Shares Shares
Change 		Shares
Change %
AG
1301
Algert Global
California
– – -5,748 Closed
IW
1302
Imprint Wealth
South Carolina
– – -3,600 Closed
SIC
1303
Sterling Investment Counsel
New York
– – -3,373 Closed
NICM
1304
Neo Ivy Capital Management
New York
– – -2,544 Closed
SC
1305
SRB Corp
Massachusetts
– – -2,500 Closed
HT
1306
Headlands Technologies
Illinois
– – -2,268 Closed
CWM
1307
Congress Wealth Management
Massachusetts
– – -2,119 Closed
SPA
1308
Sherbrooke Park Advisers
New York
– – -2,000 Closed
MHP
1309
Manatuck Hill Partners
Connecticut
– – -2,000 Closed
TA
1310
TFB Advisors
Kansas
– – -1,928 Closed
SIA
1311
SkyView Investment Advisors
New Jersey
– – -1,778 Closed
OCBCO
1312
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -1,711 Closed
IAIM
1313
Industrial Alliance Investment Management
Quebec, Canada
– – -1,700 Closed
WC
1314
Waterloo Capital
Texas
– – -1,527 Closed
CHP
1315
Cable Hill Partners
Oregon
– – -1,364 Closed
LFA
1316
LGT Financial Advisors
Texas
– – -1,364 Closed
USCWA
1317
U.S. Capital Wealth Advisors
Texas
– – -1,298 Closed
OWP
1318
Obermeyer Wealth Partners
Colorado
– – -1,290 Closed
VWA
1319
V Wealth Advisors
Kansas
– – -1,279 Closed
FCM
1320
Fourpath Capital Management
Oklahoma
– – -1,171 Closed
FFA
1321
Founders Financial Alliance
North Carolina
– – -1,111 Closed
AIA
1322
Angeles Investment Advisors
California
– – -1,082 Closed
AAM
1323
Aureus Asset Management
Massachusetts
– – -1,068 Closed
WP
1324
WealthPLAN Partners
Nebraska
– – -981 Closed
CFO
1325
CVA Family Office
Colorado
– – -954 Closed
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