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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 %
FA
926
Faithward Advisors
Pennsylvania
$494K +$632 +3 +0.1%
EP
927
Edgestream Partners
New Jersey
$492K -$4.58M -21,739 -90%
DOA
928
D'Orazio & Associates
Virginia
$492K +$46.6K +221 +10%
PCM
929
Penserra Capital Management
California
$488K +$1.26K +6 +0.3%
DAS
930
Dynamic Advisor Solutions
Arizona
$483K -$59.2K -281 -11%
PFS
931
Prospera Financial Services
Texas
$482K +$178K +844 +59%
TWA
932
Talisman Wealth Advisors
New Jersey
$477K -$211 -1 -0%
GT
933
Glenview Trust
Kentucky
$477K -$4.64K -22 -1%
SPC
934
Sigma Planning Corp
Michigan
$477K -$13.7K -65 -3%
ALAM
935
Asahi Life Asset Management
Japan
$474K +$261K +1,240 +123%
LFA
936
Legacy Financial Advisors
Kentucky
$468K +$10.3K +49 +2%
EA
937
Everpar Advisors
Oklahoma
$464K +$126K +597 +37%
RMCM
938
Reynders McVeigh Capital Management
Massachusetts
$463K -$15.8K -75 -3%
CCWM
939
Cassaday & Co Wealth Management
Virginia
$458K +$14.5K +69 +3%
CCG
940
Catalina Capital Group
California
$453K +$37.9K +180 +9%
OCG
941
Opus Capital Group
Ohio
$452K -$16.6K -79 -4%
PVI
942
Pine Valley Investments
New Jersey
$452K -$25.1K -119 -5%
BCM
943
Brookstone Capital Management
Illinois
$452K -$5.3K -24 -1%
PCM
944
Parsons Capital Management
Rhode Island
$449K – – –
KP
945
Keel Point
Alabama
$449K +$135K +619 +43%
TBA
946
Tower Bridge Advisors
Pennsylvania
$449K -$42.1K -200 -9%
PCG
947
Prosperity Consulting Group
Maryland
$448K +$7.8K +37 +2%
GWA
948
Gratus Wealth Advisors
Virginia
$447K -$19.3K -89 -4%
GC
949
Gratus Capital
Georgia
$446K +$446K +2,117 New
IAA
950
Independent Advisor Alliance
North Carolina
$446K +$79.2K +376 +22%
36 37
38
39 40