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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
21.26%
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
+$361M
2
Amundi
Amundi
France
+$261M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$220M
4
UBS AM
UBS AM
Illinois
+$165M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$143M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$586M
2
Capital International Investors
Capital International Investors
California
-$347M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$177M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$171M
5
California Public Employees Retirement System
California Public Employees Retirement System
California
-$159M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
851
North Star Asset Management
Wisconsin
$638K – – –
SCM
852
SOL Capital Management
Maryland
$638K +$123K +585 +24%
TPI
853
Trust Point Inc
Wisconsin
$636K -$189K -899 -23%
AC
854
Avestar Capital
New York
$635K +$35.2K +167 +6%
WPW
855
Warther Private Wealth
Ohio
$632K -$246K -1,169 -28%
CCG
856
Ceeto Capital Group
Florida
$632K – – –
PCP
857
Proficio Capital Partners
Massachusetts
$631K +$15.2K +72 +2%
9WM
858
9258 Wealth Management
Ohio
$626K +$632 +3 +0.1%
XSC
859
X-Square Capital
Puerto Rico
$623K +$10.7K +51 +2%
JFG
860
Jefferies Financial Group
New York
$621K -$365K -1,731 -37%
CIC
861
Chilton Investment Company
Connecticut
$614K -$25.3K -120 -4%
NAS
862
Nicolet Advisory Services
Wisconsin
$613K +$148K +689 +32%
FF
863
Fluent Financial
Texas
$612K +$42.6K +202 +7%
MCM
864
McRae Capital Management
New Jersey
$611K +$41.3K +196 +7%
SG
865
Strid Group
Pennsylvania
$611K +$5.27K +25 +0.9%
AWA
866
Archvest Wealth Advisors
California
$609K -$18.9K -90 -3%
AWM
867
AE Wealth Management
Kansas
$604K +$57.3K +272 +10%
FIA
868
Foundations Investment Advisors
Arizona
$603K +$13.1K +62 +2%
KA
869
Kearns & Associates
California
$603K – – –
MSCM
870
McElhenny Sheffield Capital Management
Texas
$600K -$47.6K -226 -7%
AFG
871
Atomi Financial Group
New York
$600K +$211K +1,003 +54%
WSFS
872
Wilmington Savings Fund Society
Delaware
$599K -$16K -76 -3%
SWM
873
Sterling Wealth Management
Illinois
$593K – – –
RCM
874
Requisite Capital Management
Texas
$592K – – –
SPC
875
Spirepoint Private Client
Florida
$592K -$52.7K -250 -8%
33 34
35
36 37