MMC icon

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 %
Envestnet Portfolio Solutions
351
Envestnet Portfolio Solutions
Illinois
$9.55M 45,309 +430 +1%
Walleye Capital
352
Walleye Capital
New York
$9.35M 44,373 +25,306 +133%
CAM
353
Cresset Asset Management
Illinois
$9.18M 43,561 +4,134 +10%
HVIA
354
Hudson Valley Investment Advisors
New York
$9.02M 47,056 -7,006 -13%
AIM
355
Artemis Investment Management
United Kingdom
$8.97M 42,555 +42,555 New
HNB
356
Huntington National Bank
Ohio
$8.94M 42,414 -531 -1%
OPERF
357
Oregon Public Employees Retirement Fund
Oregon
$8.92M 42,325 +260 +0.6%
EMPI
358
Elo Mutual Pension Insurance
Finland
$8.74M 41,489 -3,564 -8%
VI
359
Vestcor Inc
New Brunswick, Canada
$8.71M 41,329 +79 +0.2%
GIBU
360
Gulf International Bank (UK)
United Kingdom
$8.61M 40,881 -115 -0.3%
William Blair & Company
361
William Blair & Company
Illinois
$8.56M 40,630 -282 -0.7%
Lido Advisors
362
Lido Advisors
California
$8.49M 40,277 +5,537 +16%
BVDMP
363
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$8.45M 43,000 – –
PF
364
Phoenix Financial
Israel
$8.34M 39,591 +4,925 +14%
BIG
365
Builder Investment Group
Georgia
$8.3M 39,406 -55 -0.1%
CIM
366
Contravisory Investment Management
Massachusetts
$8.24M 39,122 -1,018 -3%
CWM
367
Calamos Wealth Management
Illinois
$8.24M 39,087 +668 +2%
AAS
368
Avantax Advisory Services
Texas
$8.16M 38,729 +24,181 +166%
MSRPS
369
Maryland State Retirement & Pension System
Maryland
$8.1M 38,431 -432 -1%
MGWM
370
Marks Group Wealth Management
Minnesota
$8.01M 38,017 -483 -1%
MSU
371
Mizuho Securities USA
New York
$8M 37,988 +37,988 New
SCA
372
Stokes Capital Advisors
South Carolina
$7.88M 37,376 +2,149 +6%
KRS
373
Kentucky Retirement Systems
Kentucky
$7.82M 37,130 -234 -0.6%
MWM
374
MinichMacGregor Wealth Management
New York
$7.73M 36,705 +4,487 +14%
SSA
375
Schonfeld Strategic Advisors
New York
$7.69M 36,498 +31,708 +662%
13 14
15
16 17