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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 %
VC
1126
Vestor Capital
Illinois
$270K – – –
BC
1127
Bridgefront Capital
Texas
$270K +$270K +1,281 New
NPA
1128
Nichols & Pratt Advisers
Massachusetts
$269K – – –
ACP
1129
Aveo Capital Partners
Colorado
$268K +$7.59K +36 +3%
BBA
1130
Braun-Bostich & Associates
Pennsylvania
$267K +$267K +1,267 New
ECM
1131
EagleClaw Capital Management
Massachusetts
$266K -$31.6K -150 -11%
BI
1132
Ballast Inc
Kentucky
$265K +$5.48K +26 +2%
TFCP
1133
Twin Focus Capital Partners
Massachusetts
$264K – – –
PP
1134
Patron Partners
Texas
$263K -$21.7K -103 -8%
SC
1135
Sapient Capital
Indiana
$263K +$4K +19 +2%
PCM
1136
Pointe Capital Management
Michigan
$263K – – –
Jones Financial Companies
1137
Jones Financial Companies
Missouri
$261K +$230K +1,092 +748%
GLA
1138
Great Lakes Advisors
Illinois
$261K -$13.3K -63 -5%
PCA
1139
Pallas Capital Advisors
Massachusetts
$260K +$31.5K +145 +14%
HI
1140
Harbour Investments
Wisconsin
$258K +$45.1K +214 +21%
PL
1141
Parthenon LLC
Kentucky
$256K – – –
NEPPG
1142
New England Professional Planning Group
Rhode Island
$255K – – –
CWG
1143
Cornerstone Wealth Group
North Carolina
$255K +$18.3K +87 +8%
TC
1144
TradeLink Capital
Illinois
$253K +$253K +1,200 New
PL
1145
Perpetual Ltd
Australia
$253K – – –
PFA
1146
Pathway Financial Advisors
Vermont
$253K – – –
GFL
1147
Granite FO LLC
New Hampshire
$253K – – –
GKWIM
1148
Gerber Kawasaki Wealth & Investment Management
California
$252K – – –
APW
1149
Austin Private Wealth
Texas
$252K +$6.53K +31 +3%
NCM
1150
Northside Capital Management
Oregon
$250K -$10.5K -50 -4%
44 45
46
47 48