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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 %
PGFC
676
Peapack-Gladstone Financial Corp
New Jersey
$1.27M -$7.8K -37 -0.6%
CAS
677
CTC Alternative Strategies
Illinois
$1.26M +$1.26M +6,000 New
Arrowstreet Capital
678
Arrowstreet Capital
Massachusetts
$1.26M – – –
PWPS
679
Pinnacle Wealth Planning Services
Ohio
$1.26M -$21.3K -101 -2%
CAMV
680
Concord Asset Management (Virginia)
Virginia
$1.26M -$13.1K -62 -1%
CIA
681
Concurrent Investment Advisors
Florida
$1.24M +$340K +1,614 +38%
S
682
SimplyRich
California
$1.23M +$11.2K +53 +0.9%
AI
683
AXS Investments
New York
$1.23M -$59.6K -283 -5%
HCM
684
Highview Capital Management
Illinois
$1.21M +$106K +503 +10%
DTL
685
Dynamic Technology Lab
Singapore
$1.21M -$2.38M -11,282 -66%
FPAS
686
Focus Partners Advisor Solutions
Missouri
$1.2M +$900K +4,272 +297%
UAML
687
US Asset Management LLC
Pennsylvania
$1.2M -$50.6K -240 -4%
IIC
688
Ironwood Investment Counsel
Arizona
$1.2M -$3.37K -16 -0.3%
TAM
689
Trust Asset Management
Texas
$1.2M – – –
GF
690
Gries Financial
Ohio
$1.19M -$113K -536 -9%
GRP
691
Global Retirement Partners
California
$1.19M +$176K +836 +17%
KPP
692
Kings Path Partners
Texas
$1.19M +$1.19M +5,625 New
DDC
693
DF Dent & Co
Maryland
$1.18M -$143K -678 -11%
AT
694
Arden Trust
Delaware
$1.18M -$82K -389 -6%
AWM
695
Aries Wealth Management
Maine
$1.18M -$71.4K -339 -6%
PWM
696
Perigon Wealth Management
California
$1.18M -$11K -52 -0.9%
AIP
697
Ameritas Investment Partners
Nebraska
$1.17M -$28.7K -136 -2%
PS
698
Principal Securities
Iowa
$1.17M +$77.5K +368 +7%
NRS
699
Neville Rodie & Shaw
New York
$1.17M -$632K -3,000 -35%
PFG
700
Prosperity Financial Group
California
$1.16M -$40.5K -192 -3%
26 27
28
29 30