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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 %
PIAS
1326
PCA Investment Advisory Services
Ohio
– – -753 Closed
TAIM
1327
TD Ameritrade Investment Management
Nebraska
– – -639 Closed
MME
1328
Meag Munich Ergo
Germany
– – -538 Closed
FA
1329
Fiduciary Alliance
South Carolina
– – -360 Closed
CAS
1330
Coppell Advisory Solutions
Texas
– – -302 Closed
SOW
1331
State of Wyoming
Wyoming
– – -203 Closed
NFSG
1332
Newbridge Financial Services Group
Florida
– – -197 Closed
RI
1333
Ridgewood Investments
New Jersey
– – -193 Closed
TFP
1334
Tilia Fiduciary Partners
North Carolina
– – -184 Closed
GFPC
1335
Global Financial Private Client
Florida
– – -175 Closed
MRCM
1336
M&R Capital Management
New Jersey
– – -114 Closed
EDRH
1337
Edmond de Rothschild Holding
Switzerland
– – -105 Closed
BG
1338
Bollard Group
Massachusetts
– – -65 Closed
TCM
1339
TD Capital Management
Tennessee
– – -55 Closed
FCG
1340
Financial Connections Group
California
– – -51 Closed
AWM
1341
Activest Wealth Management
Florida
– – -40 Closed
HS
1342
Horan Securities
United States
– – -37 Closed
DI
1343
Disciplined Investments
Oklahoma
– – -26 Closed
SF
1344
Safeguard Financial
Wisconsin
– – -6 Closed
PI
1345
PEAK6 Investments
Illinois
– – -3 Closed
2L
1346
25 LLC
Missouri
– – -3 Closed
CA
1347
Crewe Advisors
Utah
– – -1 Closed
Tudor Investment Corp
1348
Tudor Investment Corp
Connecticut
– – – –
Wolverine Trading
1349
Wolverine Trading
Illinois
– – – –
Twin Tree Management
1350
Twin Tree Management
Texas
– – – –
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