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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BWM
426
BNC Wealth Management
Oregon
$5.27M -$105K -500 -2%
NMERB
427
New Mexico Educational Retirement Board
New Mexico
$5.23M – – –
CI
428
CX Institutional
Indiana
$5.22M +$225K +1,070 +5%
KeyBank National Association
429
KeyBank National Association
Ohio
$5.22M -$65.1K -309 -1%
RIM
430
Reliant Investment Management
Tennessee
$5.14M +$24.2K +115 +0.5%
UM
431
UniSuper Management
Australia
$5.07M +$2.71M +12,855 +115%
KAS
432
Kestra Advisory Services
Texas
$5.06M +$385K +1,839 +8%
PPW
433
Parcion Private Wealth
Washington
$5.02M +$45.3K +215 +0.9%
FNBOMD
434
First National Bank of Mount Dora
Florida
$4.98M -$6.95K -33 -0.1%
SBWIC
435
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.95M +$242K +1,149 +5%
MGP
436
Metis Global Partners
California
$4.93M +$632 +3 +0%
EL
437
Essex LLC
Illinois
$4.89M -$101K -479 -2%
KCG
438
Kinsale Capital Group
Virginia
$4.87M +$902K +4,279 +23%
FDP
439
Financiere des Professionnels
Quebec, Canada
$4.83M +$25K +118 +0.5%
BP
440
BNP Paribas
France
$4.81M -$142K -673 -3%
BHCM
441
Brevan Howard Capital Management
Jersey
$4.74M +$3.92M +18,593 +477%
LI
442
Lafayette Investments
Maryland
$4.64M -$8.43K -40 -0.2%
AWM
443
Axxcess Wealth Management
California
$4.62M +$4.43K +21 +0.1%
CI
444
Conning Inc
Connecticut
$4.58M +$3.81M +18,100 +498%
Carson Wealth (CWM LLC)
445
Carson Wealth (CWM LLC)
Nebraska
$4.54M +$25.5K +121 +0.6%
EOJOAM
446
E. Ohman J:or Asset Management
Sweden
$4.48M +$242K +1,150 +6%
QCM
447
Quantinno Capital Management
New York
$4.46M +$1.14M +5,401 +34%
RIM
448
Rakuten Investment Management
Japan
$4.42M +$1.63M +7,725 +58%
ZB
449
Zions Bancorporation
Utah
$4.36M -$953K -4,524 -18%
GI
450
GAMCO Investors
Connecticut
$4.32M -$137K -650 -3%
16 17
18
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