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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 %
SHWM
951
Smith & Howard Wealth Management
Georgia
$443K – – –
WFA
952
WestHill Financial Advisors
California
$442K -$224K -1,065 -34%
RIL
953
Rothschild Investment LLC
Illinois
$441K +$317K +1,502 +255%
CAM
954
Congress Asset Management
Massachusetts
$440K – – –
TL
955
Tradewinds LLC
North Carolina
$438K +$438K +2,078 New
SSWM
956
Smith Salley Wealth Management
North Carolina
$437K -$5.69K -27 -1%
EFA
957
Evernest Financial Advisors
Indiana
$437K -$9.27K -44 -2%
CAC
958
Core Alternative Capital
Georgia
$433K – – –
MSFS
959
Main Street Financial Solutions
Pennsylvania
$430K -$4.42K -21 -1%
MWM
960
Mosley Wealth Management
California
$429K – – –
MIM
961
Merrion Investment Management
New Jersey
$428K – – –
AWM
962
Avior Wealth Management
Nebraska
$427K -$83.5K -396 -16%
CWC
963
Carolinas Wealth Consulting
North Carolina
$425K -$5.06K -24 -1%
RT
964
Rockland Trust
Massachusetts
$422K +$175K +829 +71%
KCM
965
Kanawha Capital Management
Virginia
$422K +$1.48K +7 +0.4%
VI
966
Versor Investments
New York
$421K -$464K -2,202 -52%
SCI
967
S&CO Inc
Massachusetts
$421K – – –
AIA
968
Alera Investment Advisors
Illinois
$418K +$418K +1,986 New
FMLI
969
Fukoku Mutual Life Insurance
Japan
$418K -$67.6K -321 -14%
CA
970
Commerzbank Aktiengesellschaft
Germany
$418K +$27.4K +130 +7%
MFA
971
Mayflower Financial Advisors
Massachusetts
$416K +$15K +71 +4%
WCM
972
Wallace Capital Management
Texas
$413K – – –
APP
973
Avantax Planning Partners
Iowa
$412K +$211 +1 +0.1%
ATPW
974
Ashton Thomas Private Wealth
Arizona
$412K -$245K -1,162 -37%
MCM
975
Mattern Capital Management
Colorado
$411K +$86.2K +409 +27%
37 38
39
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