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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 %
PCM
826
Permanent Capital Management
Illinois
$704K +$704K +3,220 New
Empower Advisory Group
827
Empower Advisory Group
Colorado
$704K +$8.85K +42 +1%
TSS
828
Two Sigma Securities
New York
$702K -$87.9K -417 -11%
AC
829
Abbrea Capital
California
$695K +$8.22K +39 +1%
BBA
830
Baader Bank Aktiengesellschaft
Germany
$694K +$57.1K +275 +9%
CIA
831
Capital Investment Advisors
Georgia
$689K -$256K -1,215 -27%
FFS
832
Founders Financial Securities
Maryland
$689K +$35.4K +168 +5%
NC
833
Napatree Capital
Rhode Island
$689K +$689K +3,269 New
BWM
834
Buckley Wealth Management
Nevada
$688K -$2.11K -10 -0.3%
RB
835
Rodgers Brothers
Pennsylvania
$685K – – –
KBFS
836
Kohmann Bosshard Financial Services
Ohio
$684K – – –
SWP
837
Stratos Wealth Partners
Ohio
$675K +$39.6K +188 +6%
DSC
838
Duncker Streett & Co
Missouri
$674K – – –
BCV
839
Banque Cantonale Vaudoise
Switzerland
$673K -$2.29M -10,870 -77%
WPW
840
Waldron Private Wealth
Pennsylvania
$673K +$18.3K +87 +3%
GM
841
GeoWealth Management
Illinois
$671K +$167K +794 +33%
TWM
842
Thrive Wealth Management
Pennsylvania
$670K +$5.27K +25 +0.8%
WFPG
843
Waller Financial Planning Group
Ohio
$670K +$2.32K +11 +0.3%
CGIM
844
Capital Group Investment Management
Singapore
$669K -$1M -4,746 -60%
EI
845
Ellevest Inc
New York
$669K -$94.2K -447 -12%
BFA
846
Bill Few Associates
Pennsylvania
$669K +$4.85K +23 +0.7%
MM
847
MQS Management
New York
$662K +$662K +3,143 New
DWM
848
Defined Wealth Management
Oregon
$660K +$3.37K +16 +0.5%
IA
849
IFP Advisors
Florida
$653K +$177K +840 +37%
SCTC
850
Sanibel Captiva Trust Company
Florida
$649K +$3.58K +17 +0.6%
32 33
34
35 36