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Marsh & McLennan
MMC

Overview Fund Activity

1,461 hedge funds and large institutions have $91.9B invested in Marsh & McLennan in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 586 increasing their positions, 514 reducing their positions, and 71 closing their positions.

Holders
1,461
Holders Change
+28
Holders Change %
+1.95%
% of All Funds
21.25%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
586
Reduced
514
Closed
71
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.41B
2
Amundi
2
Amundi
France
$598M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.45B
4
UBS AM
4
UBS AM
Illinois
$987M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$146M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.92B
2
Capital International Investors
2
Capital International Investors
California
$3.86B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$804M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$500M
Name Market Value Shares Shares
Change 		Shares
Change %
SMDAM
276
Sumitomo Mitsui DS Asset Management
Japan
$17.5M 83,052 +2,531 +3%
TPSF
277
Texas Permanent School Fund
Texas
$17.2M 81,792 -19,909 -20%
BS
278
Banco Santander
Spain
$17.1M 81,369 +15,550 +24%
URS
279
Utah Retirement Systems
Utah
$17.1M 81,221 -4,600 -5%
FPCG
280
Fort Pitt Capital Group
Pennsylvania
$16.8M 79,915 -3,884 -5%
SC
281
Scotia Capital
Ontario, Canada
$16.7M 79,423 +2,356 +3%
FMI
282
Factory Mutual Insurance
Massachusetts
$16.7M 79,400 – –
TWC
283
TD Waterhouse Canada
Ontario, Canada
$16.7M 79,150 +11,513 +17%
SWM
284
Segment Wealth Management
Texas
$16.6M 78,919 +851 +1%
NEI
285
Northwest & Ethical Investments
Ontario, Canada
$16.6M 78,730 +7,380 +10%
TIP
286
Torray Investment Partners
Maryland
$16.4M 77,877 -9,145 -11%
GF
287
Gabelli Funds
New York
$16.3M 77,400 -4,200 -5%
SA
288
Sanctuary Advisors
Indiana
$16.2M 81,871 +81,871 New
NYLIM
289
New York Life Investment Management
New York
$15.8M 74,798 +832 +1%
APF
290
Alaska Permanent Fund
Alaska
$15.7M 70,443 +318 +0.5%
AI
291
Atria Investments
North Carolina
$15.7M 74,306 +8,405 +13%
OSAM
292
O'Shaughnessy Asset Management
Connecticut
$15.6M 74,134 +5,751 +8%
NPT
293
Nixon Peabody Trust
Massachusetts
$15.6M 73,892 -3,343 -4%
CRC
294
Curi RMB Capital
Illinois
$15.1M 71,733 -3,464 -5%
Rockefeller Capital Management
295
Rockefeller Capital Management
New York
$15M 71,264 -340 -0.5%
YCM
296
Yousif Capital Management
Michigan
$15M 71,100 -206 -0.3%
OAM
297
Oppenheimer Asset Management
New York
$14.6M 69,324 +20,167 +41%
CLOS
298
Compagnie Lombard Odier SCmA
Switzerland
$14.5M 68,584 +2,922 +4%
PP
299
Prudential plc
United Kingdom
$14.5M 68,579 +14,792 +28%
FBB
300
Fulton Breakefield Broenniman
Maryland
$14.4M 68,535 -404 -0.6%
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