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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 %
TCM
601
Teza Capital Management
Illinois
$1.95M -$2.09M -9,920 -52%
S
602
SignatureFD
Georgia
$1.94M +$47.2K +224 +2%
VPI
603
Value Partners Investments
Manitoba, Canada
$1.92M +$278K +1,320 +17%
CC
604
Courier Capital
New York
$1.91M -$74.6K -354 -4%
PS
605
Pensionfund Sabic
Netherlands
$1.9M – – –
MGIA
606
Moneta Group Investment Advisors
Missouri
$1.89M -$44.9K -213 -2%
RWM
607
Ritholtz Wealth Management
New York
$1.89M +$10.7K +51 +0.6%
AWS
608
Atria Wealth Solutions
New York
$1.87M +$76.7K +364 +4%
P
609
&Partners
Tennessee
$1.86M +$1.54M +7,360 +487%
BHPW
610
Beverly Hills Private Wealth
California
$1.85M -$96.7K -459 -5%
WI
611
WBI Investments
New Jersey
$1.84M +$1.34M +6,356 +268%
VWM
612
Venturi Wealth Management
Texas
$1.84M +$459K +2,177 +33%
Walleye Trading
613
Walleye Trading
New York
$1.83M -$3.5M -16,597 -66%
RWB
614
RMR Wealth Builders
New Jersey
$1.83M – – –
FT
615
Fiduciary Trust
Massachusetts
$1.82M -$1.26K -6 -0.1%
BP
616
Ballentine Partners
Massachusetts
$1.82M +$189K +897 +12%
WA
617
Wealth Alliance
New York
$1.79M -$29.9K -142 -2%
KIA
618
Knollwood Investment Advisory
Maryland
$1.78M +$609K +2,889 +52%
AIC
619
Anthracite Investment Company
Texas
$1.78M – – –
QI
620
Qtron Investments
Massachusetts
$1.77M – – –
MWM
621
Mission Wealth Management
California
$1.76M -$292K -1,387 -14%
ASN
622
Advisory Services Network
Georgia
$1.76M +$57.1K +271 +3%
GAM
623
Groupama Asset Management
France
$1.75M +$821K +3,895 +89%
TI
624
Trexquant Investment
Connecticut
$1.74M -$6.93M -32,881 -80%
PP
625
Pegasus Partners
Wisconsin
$1.74M -$882K -4,185 -34%
23 24
25
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