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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
1
Fidelity Investments
Massachusetts
$4.41B
2
Amundi
2
Amundi
France
$598M
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$2.45B
4
UBS AM
4
UBS AM
Illinois
$987M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$146M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$1.92B
2
Capital International Investors
2
Capital International Investors
California
$3.86B
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$804M
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$0
5
California Public Employees Retirement System
5
California Public Employees Retirement System
California
$500M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMG
1051
Clark Capital Management Group
Pennsylvania
$335K -$913K -4,332 -73%
JIC
1052
Joel Isaacson & Co
New York
$335K +$26.3K +125 +9%
TTWM
1053
TCV Trust & Wealth Management
Virginia
$334K – – –
CAM
1054
Carret Asset Management
New York
$333K – – –
CM
1055
Capital Management
Virginia
$333K – – –
ACC
1056
Acorn Creek Capital
Colorado
$333K +$6.53K +31 +2%
SW
1057
SlateStone Wealth
Florida
$332K +$52.6K +249 +19%
SGWM
1058
Sterling Group Wealth Management
California
$332K +$332K +1,575 New
GA
1059
Gateway Advisory
New Jersey
$331K +$331K +1,572 New
CFP
1060
Catalyst Financial Partners
Massachusetts
$331K +$19.2K +91 +6%
Fisher Asset Management
1061
Fisher Asset Management
Washington
$331K +$331K +1,570 New
FAFN
1062
First Affirmative Financial Network
Colorado
$330K -$3.79K -18 -1%
MPPW
1063
Mitchell & Pahl Private Wealth
Oklahoma
$328K -$26.3K -125 -7%
DMBA
1064
Deseret Mutual Benefit Administrators
Utah
$328K – – –
FCG
1065
Fielder Capital Group
Tennessee
$327K +$632 +3 +0.2%
PCH
1066
PGIM Custom Harvest
New Jersey
$325K +$109K +519 +51%
DA
1067
Detalus Advisors
Missouri
$325K – – –
CTC
1068
Central Trust Company
Missouri
$325K +$16K +76 +5%
B
1069
Bailard
California
$322K -$1.26K -6 -0.4%
UB
1070
UMB Bank
Missouri
$322K +$37.9K +180 +13%
AAS
1071
Ameritas Advisory Services
Nebraska
$322K +$41.7K +198 +15%
AWM
1072
Angeles Wealth Management
California
$321K +$321K +1,521 New
VC
1073
Veracity Capital
Georgia
$319K -$8.85K -42 -3%
NFC
1074
Northeast Financial Consultants
Connecticut
$316K -$223K -1,060 -41%
SIM
1075
Stratos Investment Management
Ohio
$312K +$22.3K +106 +8%
41 42
43
44 45