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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 119 funds opening new positions, 586 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+28
Holders Change %
+1.95%
% 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
119
Increased
586
Reduced
515
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 %
BJL
576
Brighton Jones LLC
Washington
$2.14M -$112K -533 -5%
LCM
577
Landscape Capital Management
New Jersey
$2.12M +$2.12M +10,076 New
HBT
578
Hills Bank & Trust
Iowa
$2.12M +$27K +128 +1%
EWM
579
Evercore Wealth Management
New York
$2.11M +$257K +1,218 +14%
AC
580
AXQ Capital
New Jersey
$2.11M +$888K +4,216 +73%
WAP
581
Wealthcare Advisory Partners
Pennsylvania
$2.11M +$246K +1,169 +13%
KJHP
582
K.J. Harrison & Partners
Ontario, Canada
$2.11M -$421K -2,000 -17%
CK
583
Cohen Klingenstein
New York
$2.11M – – –
CCIA
584
Campbell & Co Investment Adviser
Maryland
$2.1M +$1.36M +6,441 +182%
BAM
585
Belpointe Asset Management
Nevada
$2.1M +$199K +944 +10%
VT
586
Vise Technologies
New York
$2.09M +$149K +708 +8%
OQS
587
Occudo Quantitative Strategies
Florida
$2.08M -$4.07M -19,307 -66%
VRM
588
Vectors Research Management
New York
$2.05M -$23.2K -110 -1%
KPWS
589
Kestra Private Wealth Services
Texas
$2.05M -$69.1K -328 -3%
DWA
590
Delap Wealth Advisory
Oregon
$2.04M -$171K -811 -8%
RJT
591
Raymond James Trust
Florida
$2.03M -$194K -921 -9%
CCG
592
Chatham Capital Group
Georgia
$2.03M -$20.4K -97 -1%
EBT
593
Enterprise Bank & Trust
Massachusetts
$2.03M -$1.26K -6 -0.1%
TAM
594
Tealwood Asset Management
Minnesota
$2.03M -$11.8K -56 -0.6%
FRA
595
Front Row Advisors
California
$2.01M -$138K -656 -6%
CSPAM
596
Cary Street Partners Asset Management
Virginia
$2M +$118K +559 +6%
BCWM
597
Bartlett & Co Wealth Management
Ohio
$1.97M +$203K +961 +11%
QCG
598
Quadrant Capital Group
Ohio
$1.96M +$103K +488 +6%
GC
599
Grimes & Company
Massachusetts
$1.96M -$32.5K -154 -2%
PA
600
PFG Advisors
Arizona
$1.95M +$115K +544 +6%
22 23
24
25 26