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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
$4.41B
2
Amundi
Amundi
France
$598M
3
Geode Capital Management
Geode Capital Management
Massachusetts
$2.45B
4
UBS AM
UBS AM
Illinois
$987M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$146M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$1.92B
2
Capital International Investors
Capital International Investors
California
$3.86B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$804M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$0
5
California Public Employees Retirement System
California Public Employees Retirement System
California
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
NPF
1001
Norris Perne & French
Michigan
$380K – – –
TCWA
1002
Turtle Creek Wealth Advisors
Texas
$380K +$33.5K +159 +10%
RFN
1003
RDA Financial Network
Iowa
$379K +$8.01K +38 +2%
LGWM
1004
Litman Gregory Wealth Management
California
$379K – – –
CSWM
1005
Cassady Schiller Wealth Management
Ohio
$379K – – –
ECM
1006
Evergreen Capital Management
Washington
$377K +$57.7K +274 +18%
DWP
1007
Daymark Wealth Partners
Ohio
$377K +$142K +675 +60%
VCP
1008
Verus Capital Partners
Arizona
$377K -$33.3K -158 -8%
EL
1009
EWA LLC
Pennsylvania
$377K +$4.82K +22 +1%
AA
1010
Apriem Advisors
California
$376K – – –
NHT
1011
New Hampshire Trust
New Hampshire
$375K – – –
ML
1012
Mayport LLC
Massachusetts
$373K – – –
NFG
1013
Nations Financial Group
Iowa
$372K +$49.3K +234 +15%
DWA
1014
Douglass Winthrop Advisors
New York
$370K +$10.1K +48 +3%
M
1015
MOTCO
Texas
$370K +$25.3K +120 +7%
CWM
1016
Cahaba Wealth Management
Georgia
$369K -$12.4K -59 -3%
AWM
1017
Aprio Wealth Management
Georgia
$369K -$51.2K -243 -12%
MA
1018
MCF Advisors
Kentucky
$366K +$7.59K +36 +2%
BONH
1019
Bank of New Hampshire
New Hampshire
$366K -$79.2K -376 -18%
SWA
1020
SOA Wealth Advisors
New York
$365K -$20.4K -97 -5%
PA
1021
Prossimo Advisors
California
$365K +$365K +1,732 New
CCP
1022
Clarkston Capital Partners
Michigan
$363K – – –
MC
1023
Moors & Cabot
Massachusetts
$363K -$5.27K -25 -1%
IP
1024
Investment Partners
Ohio
$362K +$21.5K +102 +6%
Koshinski Asset Management
1025
Koshinski Asset Management
Illinois
$361K +$361K +1,705 New
39 40
41
42 43