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Marsh & McLennan
MMC

Overview Fund Activity

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M

Top Buyers

1
Millennium Management
Millennium Management
New York
$117M
2
Goldman Sachs
Goldman Sachs
New York
$801M
3
ClearBridge Investments
ClearBridge Investments
New York
$639M
4
Ameriprise
Ameriprise
Minnesota
$1.36B
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.6B

Top Sellers

1
M1FG
Mach-1 Financial Group
Arkansas
$7.83M
2
Stifel Financial
Stifel Financial
Missouri
$59M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$4.43M
4
State Street
State Street
Massachusetts
$3.48B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$688M
Name Holding Trade Value Shares
Change 		Shares
Change %
Connor, Clark & Lunn Investment Management (CC&L)
176
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$33.3M +$6.29M +37,747 +23%
OCAM
177
Onex Canada Asset Management
Ontario, Canada
$33.2M +$4.86M +29,166 +17%
FLPIM
178
F.L. Putnam Investment Management
Massachusetts
$33M -$1.62M -9,735 -5%
TRSOTSOK
179
Teachers Retirement System of the State of Kentucky
Kentucky
$32.8M – – –
VLKIM
180
Van Lanschot Kempen Investment Management
Netherlands
$32M -$6.95M -41,711 -18%
SW
181
SVB Wealth
Massachusetts
$31.8M -$3.12M -18,761 -9%
Macquarie Group
182
Macquarie Group
Australia
$30.7M -$10.3M -61,561 -25%
BMSSC
183
B. Metzler seel. Sohn & Co
Germany
$30.7M -$387K -2,325 -1%
Corient Private Wealth
184
Corient Private Wealth
Florida
$30.1M +$1.96M +11,770 +7%
DP
185
Dundas Partners
United Kingdom
$29.8M -$133K -800 -0.4%
Royal London Asset Management
186
Royal London Asset Management
United Kingdom
$29.8M +$761K +4,568 +3%
SYBT
187
Stock Yards Bank & Trust
Kentucky
$29.5M +$299K +1,798 +1%
CAG
188
Crestwood Advisors Group
Massachusetts
$29.2M -$1.49M -8,950 -5%
PFO
189
Pathstone Family Office
New Jersey
$28.8M -$30.7M -184,363 -52%
VCM
190
Vigilant Capital Management
Maine
$27.9M -$1.5M -8,998 -5%
Rafferty Asset Management
191
Rafferty Asset Management
New York
$27.8M -$4.03M -24,215 -13%
LPL Financial
192
LPL Financial
California
$27.5M +$3.8M +22,822 +16%
AIG
193
American International Group
New York
$27.1M +$54.3K +326 +0.2%
FAF
194
Fjarde Ap-fonden
Sweden
$27M -$1.09M -6,550 -4%
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$26.8M -$25.2M -151,296 -48%
SOMRS
196
State of Michigan Retirement System
Michigan
$26.6M +$200K +1,200 +0.8%
AIM
197
Artemis Investment Management
United Kingdom
$26.6M – – –
Axa
198
Axa
France
$26.3M +$344K +2,063 +1%
ZIM
199
Zacks Investment Management
Illinois
$25.7M +$1.12M +6,697 +5%
FRAF
200
Första AP-fonden
Sweden
$25.4M -$966K -5,800 -4%
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