MMC icon

Marsh & McLennan
MMC

Overview Fund Activity

1,462 hedge funds and large institutions have $91.9B invested in Marsh & McLennan in 2024 Q2 according to their latest regulatory filings, with 120 funds opening new positions, 586 increasing their positions, 514 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+29
Holders Change %
+2.02%
% of All Funds
21.27%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
120
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 %
HT
551
Heritage Trust
Oklahoma
$2.44M -$35.4K -168 -1%
IA
552
Icon Advisers
Colorado
$2.42M – – –
HAG
553
HighPoint Advisor Group
Illinois
$2.4M -$71.2K -320 -3%
TG
554
TCW Group
California
$2.39M +$55.6K +264 +2%
HI
555
Horizon Investments
North Carolina
$2.38M +$44.3K +211 +2%
SM
556
Sciencast Management
New Jersey
$2.38M +$2.38M +11,272 New
LFG
557
Larson Financial Group
Missouri
$2.34M +$115K +545 +5%
TI
558
Tidal Investments
Wisconsin
$2.34M -$2.57M -12,205 -52%
HCM
559
Howland Capital Management
Massachusetts
$2.33M -$27.6K -131 -1%
RFC
560
Regions Financial Corp
Alabama
$2.33M -$998K -4,734 -30%
First Manhattan
561
First Manhattan
New York
$2.33M +$621K +2,946 +36%
TIAA Trust, National Association
562
TIAA Trust, National Association
North Carolina
$2.3M -$25.3K -120 -1%
AIM
563
Aigen Investment Management
New York
$2.29M +$2.29M +10,856 New
MYAM
564
Meiji Yasuda Asset Management
Japan
$2.28M +$362K +1,718 +19%
Cambridge Investment Research Advisors
565
Cambridge Investment Research Advisors
Iowa
$2.24M -$231K -1,098 -9%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$2.23M -$18.8K -89 -0.8%
CCM
567
Coldstream Capital Management
Washington
$2.22M +$307K +1,459 +16%
MUAMU
568
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.21M – – –
YIH
569
Y-Intercept (HK)
Hong Kong
$2.2M +$1.13M +5,365 +106%
VVP
570
Venture Visionary Partners
Ohio
$2.19M +$39.2K +186 +2%
TA
571
TKG Advisors
Indiana
$2.17M -$31.4K -149 -1%
CAAS
572
Capital Asset Advisory Services
Michigan
$2.17M -$301K -1,419 -12%
GP
573
Girard Partners
Pennsylvania
$2.15M -$83.9K -398 -4%
GT
574
Greenleaf Trust
Michigan
$2.14M +$48K +228 +2%
TAIM
575
Te Ahumairangi Investment Management
New Zealand
$2.14M -$131K -620 -6%
21 22
23
24 25