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Marsh & McLennan
MMC

Overview Fund Activity

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.97%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.31B
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.94B
3
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$262M
4
Norges Bank
Norges Bank
Norway
$1.05B
5
Deutsche Bank
Deutsche Bank
Germany
$656M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.35B
2
ESCM
Echo Street Capital Management
New York
$0
3
Truist Financial
Truist Financial
North Carolina
$90M
4
Ameriprise
Ameriprise
Minnesota
$1.47B
5
Goldman Sachs
Goldman Sachs
New York
$684M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHWM
1326
Iron Horse Wealth Management
Iowa
$4.55K – – –
MSG
1327
Main Street Group
Virginia
$4.36K +$4.36K +23 New
HBW
1328
Hazlett, Burt & Watson
West Virginia
$4K – – –
WWM
1329
Wolff Wiese Magana
California
$3.79K – – –
FWM
1330
Focused Wealth Management
New York
$3.62K – – –
BCPWM
1331
Bradley & Co Private Wealth Management
Florida
$3.6K – – –
VWA
1332
Valued Wealth Advisors
Utah
$3.43K +$3.43K +18 New
NSIM
1333
North Star Investment Management
Illinois
$3.41K – – –
OLVIG
1334
Oliver Lagore Vanvalin Investment Group
Michigan
$3.22K – – –
LIM
1335
Longfellow Investment Management
Massachusetts
$3.22K – – –
TFGT
1336
TS Financial Group (TSFG)
Illinois
$3K -$500 -3 -14%
VNIM
1337
Vaughan Nelson Investment Management
Texas
$3K +$3K +16 New
PGAM
1338
Princeton Global Asset Management
New Jersey
$2.65K +$2.65K +14 New
FG
1339
Fairman Group
Pennsylvania
$2.46K +$2.46K +13 New
BWM
1340
Baystate Wealth Management
Massachusetts
$2.3K +$384 +2 +20%
CTB
1341
Country Trust Bank
Illinois
$2.08K -$38.6K -204 -95%
VAG
1342
VisionPoint Advisory Group
Texas
$2.08K -$5.12K -27 -71%
SWM
1343
Sanctuary Wealth Management
Idaho
$2.08K – – –
LAM
1344
Lummis Asset Management
Texas
$1.52K +$1.52K +8 New
RFA
1345
Register Financial Advisors
Georgia
$1.34K – – –
TVAMP
1346
Tennessee Valley Asset Management Partners
Tennessee
$1.15K +$1.15K +6 New
HWP
1347
Highline Wealth Partners
California
$1.14K -$9.85K -52 -90%
CIA
1348
Cape Investment Advisory
Georgia
$1.14K +$1.14K +6 New
HGERS
1349
Householder Group Estate & Retirement Specialist
Arizona
$1K – – –
DAM
1350
Delta Asset Management
Tennessee
$947 +$947 +5 New
52 53
54
55 56