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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 %
BAAM
301
Baker Avenue Asset Management
California
$14.3M 67,961 -277 -0.4%
Public Employees Retirement Association of Colorado
302
Public Employees Retirement Association of Colorado
Colorado
$14.2M 67,622 -1,893 -3%
JA
303
JLB & Associates
Michigan
$14.2M 67,616 -628 -0.9%
WCF
304
West Coast Financial
California
$13.9M 66,111 +579 +0.9%
WTB
305
Washington Trust Bank
Washington
$13.7M 64,921 +1,385 +2%
EI
306
Ethic Inc
New York
$13.6M 64,743 +9,176 +17%
Brown Advisory
307
Brown Advisory
Maryland
$13.5M 64,289 +8,033 +14%
LCS
308
Levin Capital Strategies
New York
$13.5M 63,888 -700 -1%
CS
309
Candriam SCA
Luxembourg
$13.3M 63,355 +3,800 +6%
RJFSA
310
Raymond James Financial Services Advisors
Florida
$13.3M 63,192 +8,443 +15%
SOADOR
311
State of Alaska Department of Revenue
Alaska
$13.1M 62,405 -1,030 -2%
MOACM
312
Mutual of America Capital Management
New York
$13.1M 62,134 -2,372 -4%
Wealth Enhancement Advisory Services
313
Wealth Enhancement Advisory Services
Minnesota
$13.1M 61,972 +7,735 +14%
IG
314
ING Group
Netherlands
$12.8M 60,943 -1,093 -2%
HTIM
315
Harbour Trust & Investment Management
Indiana
$12.8M 60,532 +186 +0.3%
NAM
316
Nissay Asset Management
Japan
$12.8M 60,529 +2,307 +4%
AWM
317
Apollon Wealth Management
South Carolina
$12.7M 60,267 +1,696 +3%
FAB
318
First American Bank
Illinois
$12.6M 59,741 +180 +0.3%
WTC
319
WhitTier Trust Company
Nevada
$12.4M 58,906 +1,033 +2%
AAS
320
Annex Advisory Services
Wisconsin
$12.1M 57,572 +1,423 +3%
Luther King Capital Management (LKCM)
321
Luther King Capital Management (LKCM)
Texas
$12.1M 57,532 +43,618 +313%
ACA
322
Aptus Capital Advisors
Alabama
$12M 57,104 +13,217 +30%
BCI
323
Brinker Capital Investments
Pennsylvania
$11.8M 55,946 -1,071 -2%
OPS
324
Orion Portfolio Solutions
Nebraska
$11.8M 55,946 -1,071 -2%
Wealthfront Advisers
325
Wealthfront Advisers
California
$11.8M 55,762 +364 +0.7%
11 12
13
14 15