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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
Fidelity Investments
Massachusetts
$4.41B
2
Amundi
Amundi
France
$598M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$2.45B
4
UBS AM
UBS AM
Illinois
$987M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$146M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.92B
2
Capital International Investors
Capital International Investors
California
$3.86B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$804M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTWA
751
Fifth Third Wealth Advisors
Ohio
$944K +$944K +4,478 New
JF
752
Jump Financial
Illinois
$937K -$53.9K -256 -5%
SIA
753
Schechter Investment Advisors
Michigan
$935K +$39.2K +186 +4%
NB
754
Nicolet Bankshares
Wisconsin
$933K +$108K +511 +13%
DAS
755
Diversify Advisory Services
Utah
$923K -$166K -784 -15%
IWC
756
Integrated Wealth Concepts
Massachusetts
$919K +$145K +689 +19%
RSWM
757
Robertson Stephens Wealth Management
California
$911K +$30.1K +143 +3%
WWM
758
Western Wealth Management
Colorado
$909K +$28.9K +137 +3%
FFA
759
Farther Finance Advisors
California
$909K +$418K +1,986 +85%
ANTB
760
AMG National Trust Bank
Colorado
$907K +$18.8K +89 +2%
ACM
761
Advance Capital Management
Michigan
$905K +$421 +2 +0%
ACM
762
Allred Capital Management
Texas
$905K -$55.8K -265 -6%
EIM
763
Essex Investment Management
Massachusetts
$902K -$92.1K -437 -9%
GCA
764
Genesee Capital Advisors
New York
$901K +$9.48K +45 +1%
SA
765
SRN Advisors
Pennsylvania
$886K – – –
NC
766
nVerses Capital
Florida
$885K +$653K +3,100 +282%
PHK
767
Point72 Hong Kong
Hong Kong
$874K -$4.18M -19,820 -83%
MTIC
768
Missouri Trust & Investment Company
Missouri
$871K -$738K -3,503 -46%
IGAM
769
iA Global Asset Management
Quebec, Canada
$868K -$1.41M -6,699 -62%
AF
770
Allworth Financial
California
$861K +$134K +620 +19%
FAIM
771
Financial Advocates Investment Management
Washington
$860K +$126K +600 +17%
TSMHT
772
Thurston Springer Miller Herd & Titak
Indiana
$853K +$853K +4,047 New
QCM
773
Qsemble Capital Management
New York
$852K +$852K +4,045 New
GAG
774
GM Advisory Group
New York
$851K -$4.64K -22 -0.5%
AUB
775
Atlantic Union Bankshares
Virginia
$849K – – –
29 30
31
32 33