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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 %
TCA
476
Transcend Capital Advisors
New Jersey
$3.66M +$586K +2,779 +19%
OAM
477
Occidental Asset Management
California
$3.62M +$192K +911 +6%
NB
478
Norinchukin Bank
Japan
$3.61M +$45.7K +217 +1%
P
479
Pitcairn
Pennsylvania
$3.61M +$374K +1,777 +12%
OAC
480
OMERS Administration Corp
Ontario, Canada
$3.6M +$3.6M +17,090 New
BTI
481
Blue Trust Inc
Georgia
$3.6M +$483K +2,345 +16%
SCM
482
Shelton Capital Management
Colorado
$3.58M -$2.61M -12,370 -42%
CI
483
Capital International
California
$3.56M +$3.56M +16,908 New
EF
484
Empirical Finance
Pennsylvania
$3.53M -$259K -1,227 -7%
HFS
485
Hantz Financial Services
Michigan
$3.53M +$9.9K +47 +0.3%
FCBT
486
First Citizens Bank & Trust
North Carolina
$3.52M +$94.8K +450 +3%
SICM
487
Sustainable Insight Capital Management
New York
$3.5M +$539K +2,558 +18%
NIM
488
NEOS Investment Management
Connecticut
$3.49M +$1.05M +4,980 +43%
ECM
489
ExodusPoint Capital Management
New York
$3.48M -$4.21M -19,970 -55%
AG
490
Ascent Group
Virginia
$3.47M +$718K +3,407 +26%
NW
491
NewEdge Wealth
Pennsylvania
$3.46M -$62.4K -296 -2%
KA
492
Kintegral Advisory
New York
$3.46M -$2.32M -10,989 -40%
PIM
493
Plato Investment Management
Australia
$3.46M +$49.9K +237 +1%
BBVA
494
Banco Bilbao Vizcaya Argentaria
Spain
$3.42M +$277K +1,316 +9%
OIA
495
OneDigital Investment Advisors
Kansas
$3.41M +$1.55M +7,340 +83%
DS
496
DRW Securities
Illinois
$3.39M +$3.39M +16,056 New
KRSITF
497
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.35M -$72.5K -344 -2%
CL
498
Choreo LLC
Illinois
$3.31M +$3.31M +15,731 New
NIC
499
Northwest Investment Counselors
Oregon
$3.31M -$33.7K -160 -1%
NMIMC
500
Northwestern Mutual Investment Management Company
Wisconsin
$3.3M +$14.3K +68 +0.4%
18 19
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