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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 %
BIP
526
Bouvel Investment Partners
Pennsylvania
$2.82M -$6.53K -31 -0.2%
GSC
527
G&S Capital
Colorado
$2.81M -$108K -493 -4%
WIA
528
World Investment Advisors
California
$2.79M +$1.67M +7,935 +149%
EF
529
Empowered Funds
Pennsylvania
$2.79M +$298K +1,416 +12%
CW
530
CreativeOne Wealth
Kansas
$2.77M -$84.3K -400 -3%
VSQM
531
V-Square Quantitative Management
Illinois
$2.74M +$35.2K +167 +1%
FTDI
532
First Trust Direct Indexing
Massachusetts
$2.74M +$575K +2,731 +27%
KB
533
Kimelman & Baird
New York
$2.72M +$2.72M +12,895 New
BLC
534
Brown, Lisle/Cummings
Rhode Island
$2.7M -$6.32K -30 -0.2%
DWM
535
Dynasty Wealth Management
Florida
$2.69M +$76.1K +361 +3%
PTC
536
Private Trust Company
Ohio
$2.68M -$2.53K -12 -0.1%
HSA
537
HBK Sorce Advisory
Pennsylvania
$2.67M -$21.5K -102 -0.8%
CG
538
Caprock Group
Idaho
$2.66M +$1.5M +7,113 +129%
VF
539
Virtu Financial
New York
$2.65M +$2.65M +12,589 New
IWA
540
Icon Wealth Advisors
Texas
$2.62M -$56.3K -253 -2%
SF
541
Summit Financial
New Jersey
$2.61M +$1.1M +5,206 +72%
BF
542
BOK Financial
Oklahoma
$2.61M +$2.53K +12 +0.1%
VA
543
Vident Advisory
Georgia
$2.61M -$3.72M -17,668 -59%
HWM
544
HB Wealth Management
Georgia
$2.56M +$635K +3,011 +33%
PGCM
545
Prescott Group Capital Management
Oklahoma
$2.54M – – –
MFG
546
Merit Financial Group
Georgia
$2.51M -$358K -1,697 -12%
VAS
547
Vestmark Advisory Solutions
Massachusetts
$2.49M -$23.8K -113 -0.9%
TMAM
548
Tokio Marine Asset Management
Japan
$2.49M +$41.9K +199 +2%
MCM
549
MAI Capital Management
Ohio
$2.45M -$104K -492 -4%
HT
550
Heritage Trust
Oklahoma
$2.44M -$35.4K -168 -1%
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