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Marsh & McLennan
MMC

Overview Fund Activity

1,248 hedge funds and large institutions have $81.7B invested in Marsh & McLennan in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 443 increasing their positions, 463 reducing their positions, and 75 closing their positions.

Holders
1,248
Holders Change
+31
Holders Change %
+2.55%
% of All Funds
19.68%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
443
Reduced
463
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M

Top Buyers

1
AIM
1
Alphinity Investment Management
Australia
$303M
2
ESCM
2
Echo Street Capital Management
New York
$388M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$189M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$3.64B
5
Barclays
5
Barclays
United Kingdom
$294M

Top Sellers

1
BlackRock
1
BlackRock
New York
$7.74B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.55B
3
Bank of America
3
Bank of America
North Carolina
$1.27B
4
Goldman Sachs
4
Goldman Sachs
New York
$709M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.81B
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.19B 43,567,541 -140,967 -0.3%
BlackRock
2
BlackRock
New York
$7.74B 41,136,497 -2,313,987 -5%
State Street
3
State Street
Massachusetts
$4.01B 21,327,336 +453,081 +2%
Capital International Investors
4
Capital International Investors
California
$3.84B 20,423,204 +11,768 +0.1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.64B 19,361,728 +794,799 +4%
Capital World Investors
6
Capital World Investors
California
$3.24B 17,201,125 +203 +0%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.75B 14,631,859 +77,814 +0.5%
Massachusetts Financial Services
8
Massachusetts Financial Services
Massachusetts
$2.38B 12,651,700 -147,772 -1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$1.81B 9,633,135 -657,382 -6%
Ameriprise
10
Ameriprise
Minnesota
$1.55B 8,246,838 +108,783 +1%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$1.55B 8,245,479 -1,387,284 -14%
Mawer Investment Management
12
Mawer Investment Management
Alberta, Canada
$1.41B 7,509,352 -169,345 -2%
Bank of America
13
Bank of America
North Carolina
$1.27B 6,761,329 -1,309,050 -16%
Morgan Stanley
14
Morgan Stanley
New York
$1.13B 5,994,391 -130,055 -2%
Northern Trust
15
Northern Trust
Illinois
$1.07B 5,708,413 -319,002 -5%
Nuveen Asset Management
16
Nuveen Asset Management
Illinois
$852M 4,528,275 -135,773 -3%
Norges Bank
17
Norges Bank
Norway
$852M 4,527,407 +462,970 +11%
Parnassus Investments
18
Parnassus Investments
California
$815M 4,331,486 +55,041 +1%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$804M 4,275,249 +146,147 +4%
Lazard Asset Management
20
Lazard Asset Management
New York
$720M 3,829,197 +73,765 +2%
Goldman Sachs
21
Goldman Sachs
New York
$709M 3,770,951 -1,037,393 -22%
ClearBridge Investments
22
ClearBridge Investments
New York
$708M 3,763,353 -75,755 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$705M 3,749,239 +52,015 +1%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$704M 3,745,060 -69,492 -2%
UBS AM
25
UBS AM
Illinois
$663M 3,979,383 – –
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