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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 %
TSW
651
Thompson Siegel & Walmsley
Virginia
$1.51M -$4.22K -20 -0.3%
CNC
652
Citizens & Northern Corp
Pennsylvania
$1.51M -$8.85K -42 -0.6%
Nomura Holdings
653
Nomura Holdings
Japan
$1.5M -$2.08M -9,868 -58%
FCP
654
Fidelis Capital Partners
Florida
$1.49M -$129K -590 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
655
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.48M -$56.1M -266,000 -97%
RFP
656
RCS Financial Planning
Maryland
$1.46M – – –
DADC
657
D.A. Davidson & Co
Montana
$1.43M +$242K +1,146 +20%
PA
658
Parallel Advisors
California
$1.42M +$89.3K +424 +7%
NSB
659
Norway Savings Bank
Maine
$1.41M +$115K +544 +9%
BWAM
660
Boyd Watterson Asset Management
Ohio
$1.41M +$4.64K +22 +0.3%
ST
661
Smithfield Trust
Pennsylvania
$1.41M -$7.79K -37 -0.5%
LI
662
LMCG Investments
Massachusetts
$1.41M -$54.8K -260 -4%
PRC
663
Pearl River Capital
Michigan
$1.41M +$468K +2,220 +50%
WI
664
Wintrust Investments
Illinois
$1.4M +$2.53K +12 +0.2%
TC
665
TownSquare Capital
Utah
$1.39M +$360K +1,708 +35%
CCA
666
Checchi Capital Advisers
California
$1.38M +$6.53K +31 +0.5%
NP
667
NorthRock Partners
Minnesota
$1.37M +$129K +613 +10%
EIA
668
Edgemoor Investment Advisors
Maryland
$1.36M – – –
PA
669
Pinnacle Associates
New York
$1.36M -$47.4K -225 -3%
UBG
670
United Bank (Georgia)
Georgia
$1.32M +$26.8K +127 +2%
EWM
671
Elmwood Wealth Management
California
$1.32M -$26.3K -125 -2%
EB
672
Exchange Bank
California
$1.31M – – –
FWCM
673
Ferguson Wellman Capital Management
Oregon
$1.31M -$211 -1 -0%
FIM
674
Freedom Investment Management
Connecticut
$1.28M +$41.1K +195 +3%
CWP
675
Concord Wealth Partners
Virginia
$1.28M -$13.1K -62 -1%
25 26
27
28 29