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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 %
CMBA
1151
C.M. Bidwell & Associates
Hawaii
$249K – – –
CT
1152
Colonial Trust
South Carolina
$248K +$34.1K +162 +16%
MIA
1153
MainStreet Investment Advisors
Illinois
$247K +$247K +1,171 New
RPC
1154
Rossmore Private Capital
Connecticut
$246K -$3.16K -15 -1%
SAI
1155
Savvy Advisors Inc
New York
$245K +$245K +1,161 New
HCM
1156
Hollencrest Capital Management
California
$244K – – –
GWANC
1157
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$4.85K -23 -2%
PFBT
1158
Parkside Financial Bank & Trust
Missouri
$244K +$4.85K +23 +2%
MW
1159
Members Wealth
Pennsylvania
$243K +$243K +1,138 New
TCM
1160
Tuttle Capital Management
Connecticut
$242K +$242K +1,168 New
FH
1161
FWG Holdings
Florida
$242K +$26.5K +121 +12%
WB
1162
WesBanco Bank
West Virginia
$241K -$26.8K -127 -10%
SCP
1163
Sivia Capital Partners
California
$239K – – –
SW
1164
Schulz Wealth
Texas
$239K – – –
IWA
1165
IBEX Wealth Advisors
New Jersey
$237K +$237K +1,127 New
BMO
1166
Beck Mack & Oliver
New York
$236K – – –
RTC
1167
Riverview Trust Company
Washington
$234K – – –
RCA
1168
Resonant Capital Advisors
Wisconsin
$234K +$234K +1,109 New
WMA
1169
Wealth Management Associates
New Jersey
$232K – – –
AWE
1170
Avidian Wealth Enterprises
Texas
$231K +$231K +1,096 New
CGA
1171
Crescent Grove Advisors
Illinois
$230K -$35.6K -169 -13%
JWCA
1172
J.W. Cole Advisors
Florida
$229K -$13.1K -62 -5%
SIA
1173
Soltis Investment Advisors
Utah
$229K +$19.2K +91 +9%
ASG
1174
Ariston Services Group
California
$228K -$211 -1 -0.1%
FDCP
1175
Foster Dykema Cabot & Partners
Massachusetts
$225K – – –
45 46
47
48 49