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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 %
BSI
376
Bennett Selby Investments
Maine
$7.69M 36,489 – –
LF
377
Longbow Finance
Switzerland
$7.68M 36,444 -2,422 -6%
AIM
378
Achmea Investment Management
Netherlands
$7.65M 36,289 -22,970 -39%
CI Investments Inc
379
CI Investments Inc
Ontario, Canada
$7.62M 36,148 -19,286 -35%
BCM
380
Bancreek Capital Management
California
$7.58M 35,976 +538 +2%
AAM
381
Auxier Asset Management
Oregon
$7.5M 35,605 -8 -0%
FC
382
FORA Capital
Florida
$7.46M 35,423 +6,287 +22%
Mirae Asset Global Investments
383
Mirae Asset Global Investments
South Korea
$7.4M 35,101 -68,935 -66%
MPM
384
MBB Public Markets
Illinois
$7.31M 34,667 +33,597 +3,140%
SWIG
385
Strategic Wealth Investment Group
Kentucky
$7.26M 34,542 +34,542 New
SPIA
386
Steward Partners Investment Advisory
New York
$7.14M 33,862 +324 +1%
IIM
387
Ipswich Investment Management
Massachusetts
$7.11M 33,733 +125 +0.4%
SWS
388
SYSTM Wealth Solutions
Illinois
$7.08M 33,585 +1,531 +5%
EDRH
389
Edmond de Rothschild Holding
Switzerland
$7.03M 33,379 +8,443 +34%
CM
390
Churchill Management
California
$6.87M 32,623 -2 -0%
CGH
391
Crossmark Global Holdings
Texas
$6.71M 31,860 +204 +0.6%
CSPIA
392
Cary Street Partners Investment Advisory
Virginia
$6.69M 31,737 +2,096 +7%
HIMCH
393
Hartford Investment Management Co (HIMCO)
Connecticut
$6.68M 31,680 -785 -2%
SFI
394
Siemens Fonds Invest
Germany
$6.66M 31,596 +90 +0.3%
NA
395
NewEdge Advisors
Louisiana
$6.64M 31,492 +7,075 +29%
SW
396
Simplicity Wealth
New Jersey
$6.58M 31,213 +1,043 +3%
NB
397
NBT Bank
New York
$6.54M 31,051 -681 -2%
EWA
398
Exencial Wealth Advisors
Oklahoma
$6.49M 30,794 -3,183 -9%
AA
399
ALPS Advisors
Colorado
$6.48M 30,773 – –
TVWM
400
Tower View Wealth Management
Wisconsin
$6.47M 30,690 +243 +0.8%
14 15
16
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