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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 %
DEA
626
DoubleLine ETF Adviser
Florida
$1.74M -$70K -332 -4%
FNT
627
First National Trust
Pennsylvania
$1.73M -$102K -482 -6%
TPCW
628
TD Private Client Wealth
New York
$1.73M -$12.2K -58 -0.7%
SC
629
Syon Capital
California
$1.72M +$26.8K +127 +2%
GS
630
GTS Securities
New York
$1.71M +$1.43M +6,775 +514%
CA
631
Clearstead Advisors
Ohio
$1.7M +$115K +548 +7%
MAS
632
Meeder Advisory Services
Ohio
$1.69M +$496K +2,353 +41%
LIA
633
LS Investment Advisors
Michigan
$1.69M – – –
IA
634
IAM Advisory
Pennsylvania
$1.67M +$37.9K +180 +2%
PP
635
PDT Partners
New York
$1.66M -$32.2K -153 -2%
BMCM
636
Bryn Mawr Capital Management
Pennsylvania
$1.65M -$121K -572 -7%
SC
637
Savant Capital
Illinois
$1.65M -$176K -835 -10%
RZH
638
Relyea Zuckerberg Hanson
Connecticut
$1.63M +$29.3K +139 +2%
TH
639
TCTC Holdings
Texas
$1.63M – – –
LF
640
Lantz Financial
Illinois
$1.63M -$5.06K -24 -0.3%
CSIC
641
Clifford Swan Investment Counsel
California
$1.62M -$274K -1,300 -14%
RWP
642
RWA Wealth Partners
Massachusetts
$1.6M -$10.3K -49 -0.6%
WA1
643
Wimmer Associates 1
California
$1.6M – – –
MTC
644
Matrix Trust Company
Colorado
$1.58M +$9.27K +44 +0.6%
CFG
645
Citizens Financial Group
Rhode Island
$1.58M +$237K +1,123 +18%
PA
646
Profund Advisors
Maryland
$1.56M -$31.8K -151 -2%
ETC
647
Exchange Traded Concepts
Oklahoma
$1.56M -$473K -2,243 -23%
CTA
648
Chesley Taft & Associates
Illinois
$1.56M -$47.2K -224 -3%
WPC
649
Wedmont Private Capital
Pennsylvania
$1.54M +$52.2K +239 +4%
EFS
650
Essex Financial Services
Connecticut
$1.52M +$974K +4,440 +179%
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