MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

1,361 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, 472 increasing their positions, 490 reducing their positions, and 84 closing their positions.

Holders
1,361
Holders Change
+80
Holders Change %
+6.25%
% of All Funds
19.96%
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
472
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M

Top Buyers

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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.35B
2
ESCM
2
Echo Street Capital Management
New York
$0
3
Truist Financial
3
Truist Financial
North Carolina
$90M
4
Ameriprise
4
Ameriprise
Minnesota
$1.47B
5
Goldman Sachs
5
Goldman Sachs
New York
$684M
Name Market Value Shares Shares
Change 		Shares
Change %
CCIA
1401
Campbell & Co Investment Adviser
Maryland
– – -2,076 Closed
DTL
1402
Dynamic Technology Lab
Singapore
– – -1,747 Closed
LCM
1403
Landscape Capital Management
New Jersey
– – -1,675 Closed
BONST
1404
Bank of Nova Scotia Trust
Ontario, Canada
– – -1,646 Closed
BOSSRA
1405
B.O.S.S. Retirement Advisors
Utah
– – -1,597 Closed
LSA
1406
Lion Street Advisors
Texas
– – -1,588 Closed
AFP
1407
Alpha Financial Partners
Kentucky
– – -1,582 Closed
GA
1408
Gateway Advisory
New Jersey
– – -1,572 Closed
AR
1409
Advisory Research
Illinois
– – -1,571 Closed
XT
1410
XTX Topco
Cayman Islands
– – -1,539 Closed
BFM
1411
Boothbay Fund Management
New York
– – -1,503 Closed
ONB
1412
Old National Bancorp
Indiana
– – -1,426 Closed
VC
1413
Vicus Capital
Pennsylvania
– – -1,346 Closed
AAM
1414
Alphadyne Asset Management
New York
– – -1,345 Closed
RIM
1415
Redwood Investment Management
Arizona
– – -1,321 Closed
CCA
1416
Childress Capital Advisors
Texas
– – -1,313 Closed
RP
1417
Riverwater Partners
Wisconsin
– – -1,312 Closed
EFG
1418
Ethos Financial Group
Pennsylvania
– – -1,304 Closed
EW
1419
Evoke Wealth
California
– – -1,205 Closed
TIA
1420
Trust Investment Advisors
Indiana
– – -1,160 Closed
M
1421
Mirova
France
– – -1,069 Closed
MIA
1422
Milestone Investment Advisors
Wisconsin
– – -889 Closed
Parallax Volatility Advisers
1423
Parallax Volatility Advisers
California
– – -737 Closed
Legacy Financial Group (Iowa)
1424
Legacy Financial Group (Iowa)
Iowa
– – -706 Closed
CCP
1425
Carmel Capital Partners
California
– – -341 Closed
55 56
57
58 59