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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 %
BPA
501
Beacon Pointe Advisors
California
$3.28M -$18.5K -88 -0.6%
Financial Engines Advisors
502
Financial Engines Advisors
California
$3.25M -$380K -1,804 -10%
SIA
503
Strategic Investment Advisors
Michigan
$3.23M -$87.4K -415 -3%
AWM
504
Accurate Wealth Management
Florida
$3.2M -$32.8K -150 -1%
PAG
505
Private Advisor Group
New Jersey
$3.17M +$69.3K +329 +2%
LA
506
Lindenwold Advisors
Pennsylvania
$3.12M -$16.9K -80 -0.5%
PP
507
Paloma Partners
Connecticut
$3.11M +$2.87M +13,613 +1,167%
SDIC
508
South Dakota Investment Council
South Dakota
$3.09M -$3.37K -16 -0.1%
WF
509
Welch & Forbes
Massachusetts
$3.08M -$63.5K -300 -2%
MNBTD
510
Moody National Bank Trust Division
Texas
$3.07M +$3.58K +17 +0.1%
AF
511
Aviso Financial
Ontario, Canada
$2.99M +$2.99M +14,182 New
USAA
512
United Services Automobile Association
Texas
$2.98M -$221K -1,048 -7%
NSEDCP
513
NJ State Employees Deferred Compensation Plan
New Jersey
$2.97M – – –
RWA
514
River Wealth Advisors
Pennsylvania
$2.97M -$126K -600 -4%
UHC
515
Union Heritage Capital
Michigan
$2.96M – – –
SEM
516
Suncoast Equity Management
Florida
$2.95M +$1.11M +5,262 +60%
KWM
517
Kingsview Wealth Management
Oregon
$2.93M +$34.3K +163 +1%
SLI
518
Sumitomo Life Insurance
Japan
$2.92M -$19.4K -92 -0.7%
FCH
519
Freestone Capital Holdings
Washington
$2.89M +$26.6K +126 +0.9%
PAS
520
Park Avenue Securities
New York
$2.88M +$82.6K +392 +3%
GAM
521
Gotham Asset Management
New York
$2.87M -$8.85M -41,978 -76%
UCFA
522
United Capital Financial Advisors
Texas
$2.87M -$166K -786 -5%
QC
523
Quadrature Capital
United Kingdom
$2.86M +$2.86M +13,594 New
HIC
524
Hartline Investment Corp
Illinois
$2.86M +$2.86M +13,582 New
MMA
525
Miracle Mile Advisors
California
$2.85M -$14.5K -69 -0.5%
19 20
21
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