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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
+$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 %
MA
876
Montag & Associates
Georgia
$590K – – –
GI
877
GAMMA Investing
California
$589K +$148K +701 +33%
MWM
878
Meritas Wealth Management
California
$584K – – –
AWA
879
Aaron Wealth Advisors
Illinois
$577K +$117K +556 +25%
FFA
880
Florida Financial Advisors
Florida
$566K -$15.4K -73 -3%
CAI
881
Capital Advisors Inc
Oklahoma
$565K +$14.8K +70 +3%
HOWA
882
Heritage Oak Wealth Advisors
Florida
$564K +$564K +2,677 New
FFM
883
Forum Financial Management
Illinois
$563K +$20.7K +98 +4%
PPWP
884
Premier Path Wealth Partners
New Jersey
$561K -$10.1K -48 -2%
AP
885
Adero Partners
California
$561K +$70.4K +334 +14%
SFP
886
Sweet Financial Partners
Minnesota
$560K -$64.9K -308 -10%
MLA
887
My Legacy Advisors
Oregon
$560K +$142K +675 +34%
AWA
888
Amplius Wealth Advisors
Pennsylvania
$558K -$110K -523 -16%
IWM
889
IHT Wealth Management
Illinois
$558K +$9.06K +43 +2%
AWA
890
Arkadios Wealth Advisors
Georgia
$556K +$51K +242 +10%
MA
891
Mutual Advisors
Nebraska
$555K +$52.7K +240 +11%
BRM
892
Boston Research & Management
Massachusetts
$552K – – –
PWMG
893
Prestige Wealth Management Group
New Jersey
$551K +$232K +1,103 +73%
QIM
894
Quantitative Investment Management
Virginia
$548K -$2.96M -14,050 -84%
PFA
895
Pure Financial Advisors
California
$547K +$9.06K +43 +2%
PP
896
PDS Planning
Ohio
$547K +$12.2K +58 +2%
CWM
897
C2C Wealth Management
Arizona
$544K – – –
PD
898
Point72 (DIFC)
United Arab Emirates
$542K -$11.5M -54,482 -95%
TA
899
TFB Advisors
Kansas
$542K +$52.7K +250 +11%
LCGC
900
Legacy Capital Group California
California
$539K -$3.79K -18 -0.7%
34 35
36
37 38