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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 %
NC
1426
NewSquare Capital
Pennsylvania
– – -226 Closed
EARNEST Partners
1427
EARNEST Partners
Georgia
– – -220 Closed
FWA
1428
FSC Wealth Advisors
New York
– – -204 Closed
RW
1429
RVW Wealth
California
– – -169 Closed
HL
1430
HeadInvest LLC
Maine
– – -150 Closed
SCA
1431
Stonebridge Capital Advisors
Minnesota
– – -138 Closed
GIA
1432
GHP Investment Advisors
Colorado
– – -82 Closed
WWP
1433
WR Wealth Planners
Missouri
– – -77 Closed
TJHA
1434
Thomas J. Herzfeld Advisors
Florida
– – -68 Closed
BFP
1435
Briaud Financial Planning
Texas
– – -44 Closed
SR
1436
Syntax Research
Florida
– – -33 Closed
JFA
1437
JNBA Financial Advisors
Minnesota
– – -27 Closed
DF
1438
DecisionPoint Financial
Arizona
– – -27 Closed
RAM
1439
Riggs Asset Management
Pennsylvania
– – -23 Closed
IPW
1440
Impact Partnership Wealth
Georgia
– – -17 Closed
AWA
1441
Authentikos Wealth Advisory
California
– – -14 Closed
HWP
1442
Hibernia Wealth Partners
Louisiana
– – -13 Closed
SSG
1443
Summit Securities Group
New York
$0 1 -12 -92%
PP
1444
PrairieView Partners
Minnesota
– – -7 Closed
CA
1445
Centerpoint Advisors
Massachusetts
– – -6 Closed
GA
1446
GoalVest Advisory
New York
– – -2 Closed
Simplex Trading
1447
Simplex Trading
Illinois
– – – –
SA
1448
SpiderRock Advisors
Delaware
– – – –
Twin Tree Management
1449
Twin Tree Management
Texas
– – – –
Tudor Investment Corp
1450
Tudor Investment Corp
Connecticut
– – – –
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