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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 %
STA
701
Summit Trail Advisors
New York
$1.16M +$217K +1,030 +23%
LCM
702
Laurion Capital Management
New York
$1.16M +$1.16M +5,499 New
CNBT
703
Canandaigua National Bank & Trust
New York
$1.16M -$96.5K -458 -8%
MOS
704
MGO One Seven
Ohio
$1.15M +$86.4K +410 +8%
BHWM
705
Bar Harbor Wealth Management
New Hampshire
$1.14M +$47.4K +225 +4%
OC
706
Oppenheimer & Co
New York
$1.14M +$216K +1,024 +23%
CFAM
707
Center For Asset Management
Florida
$1.14M +$11.2K +53 +1%
DA
708
Dover Advisors
Virginia
$1.14M – – –
EWM
709
Empirical Wealth Management
Washington
$1.14M -$407K -1,931 -26%
BCM
710
Boltwood Capital Management
California
$1.12M -$33.1K -157 -3%
VFA
711
Valeo Financial Advisors
Indiana
$1.12M +$35.6K +169 +3%
LWAM
712
Legacy Wealth Asset Management
Minnesota
$1.11M +$500K +2,371 +82%
FW
713
FullCircle Wealth
Texas
$1.11M +$1.11M +5,090 New
AFA
714
AA Financial Advisors
Ohio
$1.1M -$22.3K -106 -2%
CI
715
Cigna Investments
Connecticut
$1.09M -$12K -57 -1%
CFP
716
Cascade Financial Partners
California
$1.08M – – –
WPA
717
West Paces Advisors
Georgia
$1.08M -$7.38K -35 -0.7%
CAG
718
Csenge Advisory Group
Florida
$1.08M +$274K +1,299 +34%
FCA
719
Fortis Capital Advisors
Kansas
$1.08M +$198K +939 +23%
MMHP
720
Murphy Middleton Hinkle & Parker
Georgia
$1.07M -$21.1K -100 -2%
KCM
721
Kathmere Capital Management
Pennsylvania
$1.07M +$106K +502 +11%
IAN
722
Integrated Advisors Network
Texas
$1.06M +$77.1K +366 +8%
BFM
723
Boston Financial Management
Massachusetts
$1.05M +$12K +57 +1%
CFGS
724
Concourse Financial Group Securities
Alabama
$1.04M +$268K +1,272 +35%
EWA
725
EverSource Wealth Advisors
Alabama
$1.04M +$29.6K +133 +3%
27 28
29
30 31