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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 %
PA
901
Procyon Advisors
Connecticut
$537K -$188K -891 -26%
KIG
902
Kessler Investment Group
Indiana
$535K +$23.6K +112 +5%
RW
903
REDW Wealth
New Mexico
$535K -$21.1K -100 -4%
WANY
904
Wealthspire Advisors (New York)
New York
$534K -$59.2K -281 -10%
EHWM
905
Eads & Heald Wealth Management
Georgia
$534K -$18.5K -88 -3%
FCI
906
Financial Counselors Inc
Kansas
$530K -$309K -1,468 -37%
BCB
907
Brian C. Broderick
$527K – – –
JHP
908
James Hambro & Partners
United Kingdom
$524K +$141K +667 +37%
AIP
909
ARS Investment Partners
New York
$517K – – –
DA
910
Drake & Associates
Wisconsin
$515K +$34.6K +164 +7%
PI
911
PFG Investments
New York
$515K +$19.8K +94 +4%
AWM
912
Aberdeen Wealth Management
Illinois
$513K – – –
GCM
913
Gladius Capital Management
Illinois
$512K +$512K +2,429 New
GA
914
Geller Advisors
New York
$509K +$31.4K +149 +7%
OIAM
915
OFI Invest Asset Management
France
$508K +$461K +2,347 +982%
CG
916
Cynosure Group
Utah
$508K +$49.5K +235 +11%
WKWM
917
Walter & Keenan Wealth Management
Indiana
$506K -$6.32K -30 -1%
PIM
918
Penobscot Investment Management
Massachusetts
$504K +$3.16K +15 +0.6%
GIA
919
Gladstone Institutional Advisory
Florida
$500K -$12.4K -59 -2%
PMSA
920
Patrick M. Sweeney & Associates
Illinois
$499K +$48.5K +230 +11%
SWM
921
Stockman Wealth Management
Montana
$498K -$2.11K -10 -0.4%
PIA
922
Powell Investment Advisors
Florida
$497K – – –
SIM
923
Sentry Investment Management
Wisconsin
$496K -$102K -482 -17%
AC
924
ASB Consultores
Florida
$496K -$361K -1,711 -42%
EWA
925
EP Wealth Advisors
California
$495K +$146K +693 +42%
35 36
37
38 39