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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 %
LSAG
726
Lake Street Advisors Group
New Hampshire
$1.03M -$56.7K -269 -5%
DLA
727
Douglas Lane & Associates
New York
$1.02M -$13.5K -64 -1%
HPC
728
HM Payson & Co
Maine
$1.01M -$25.7K -122 -2%
SP
729
Symmetry Partners
Connecticut
$1.01M +$123K +585 +14%
MCM
730
Manchester Capital Management
Vermont
$1M +$29.1K +138 +3%
MYIA
731
Mount Yale Investment Advisors
Colorado
$1M +$770K +3,656 +332%
MFGM
732
Marshall Financial Group (Maryland)
Maryland
$1M +$67.2K +319 +7%
CCA
733
Criterion Capital Advisors
Tennessee
$998K +$15.2K +72 +2%
MPAM
734
Murphy Pohlad Asset Management
Minnesota
$997K – – –
LCWP
735
Legacy Capital Wealth Partners
Arkansas
$993K +$993K +4,714 New
BBL
736
Beck Bode LLC
Massachusetts
$991K – – –
WFI
737
West Family Investments
California
$991K +$18.5K +88 +2%
PWMAG
738
Pinnacle Wealth Management Advisory Group
New Jersey
$977K -$46.8K -222 -5%
CFB
739
Cullen/Frost Bankers
Texas
$976K +$231K +1,097 +31%
SAG
740
SageView Advisory Group
California
$976K +$976K +4,632 New
NP
741
Nilsine Partners
Colorado
$972K -$2.11K -10 -0.2%
LIM
742
Leavell Investment Management
Alabama
$967K +$298K +1,416 +45%
CWM
743
Connecticut Wealth Management
Connecticut
$963K +$39.2K +186 +4%
BA
744
Bridgewater Associates
Connecticut
$958K +$958K +4,547 New
RDWM
745
Red Door Wealth Management
Tennessee
$956K – – –
SI
746
Stephens Inc
Arkansas
$951K -$79.4K -377 -8%
QPWM
747
Quadrant Private Wealth Management
Pennsylvania
$949K +$12K +57 +1%
JWM
748
JGP Wealth Management
Oregon
$948K +$35.6K +169 +4%
BRWA
749
B. Riley Wealth Advisors
Florida
$946K +$271K +1,288 +40%
DWT
750
Dorsey & Whitney Trust
South Dakota
$944K -$127K -604 -12%
28 29
30
31 32