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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 %
KFC
1101
Klingenstein Fields & Co
New York
$289K – – –
SFS
1102
Stiles Financial Services
Minnesota
$288K -$31.6K -150 -10%
TC
1103
Trilogy Capital
California
$287K +$211 +1 +0.1%
TWP
1104
Tyche Wealth Partners
Texas
$286K -$93K -441 -25%
EHC
1105
Everett Harris & Co
California
$285K +$33.3K +158 +13%
RHJA
1106
Rice Hall James & Associates
California
$284K – – –
CPA
1107
Court Place Advisors
Maryland
$284K +$31.6K +150 +13%
SEIA
1108
Signature Estate & Investment Advisors
California
$283K +$283K +1,345 New
IAIM
1109
International Assets Investment Management
Florida
$282K +$25.1K +119 +10%
MPI
1110
Mairs & Power Inc
Minnesota
$282K -$177K -840 -39%
FMII
1111
Farmers & Merchants Investments Inc
Nebraska
$282K – – –
VFA
1112
Voya Financial Advisors
Connecticut
$281K -$1.69K -8 -0.6%
BB
1113
Busey Bank
Illinois
$280K -$27.8K -132 -9%
YIA
1114
YHB Investment Advisors
Connecticut
$280K +$5.9K +28 +2%
SGI
1115
Summit Global Investments
Utah
$280K -$1.48K -7 -0.5%
RMC
1116
Resources Management Corp
Connecticut
$279K -$3.16K -15 -1%
FWIA
1117
Fort Washington Investment Advisors
Ohio
$272K -$3.58K -17 -1%
SWA
1118
Stratos Wealth Advisors
Ohio
$272K +$272K +1,288 New
AHC
1119
Anderson Hoagland & Co
Missouri
$271K – – –
OL
1120
OneFund LLC
Florida
$271K +$4.21K +20 +2%
NL
1121
NWAM LLC
Washington
$271K -$8.43K -40 -3%
VC
1122
Vicus Capital
Pennsylvania
$271K +$24.2K +115 +10%
IP
1123
Ignite Planners
California
$271K +$4.06K +19 +2%
TCMP
1124
Thrive Capital Management (Pennsylvania)
Pennsylvania
$271K +$421 +2 +0.2%
FWA
1125
FSM Wealth Advisors
Ohio
$270K +$1.9K +9 +0.7%
43 44
45
46 47