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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 %
WPP
1176
Whalerock Point Partners
Rhode Island
$224K – – –
MC
1177
Middleton & Co
Massachusetts
$223K -$10.5K -50 -5%
PSP
1178
Principal Street Partners
Tennessee
$222K -$86K -408 -28%
VCM
1179
Virtue Capital Management
Tennessee
$221K -$11.4K -52 -5%
FIC
1180
Family Investment Center
Missouri
$221K – – –
COCM
1181
Charter Oak Capital Management
New Hampshire
$220K -$1.05K -5 -0.5%
KC
1182
Kingfisher Capital
North Carolina
$220K +$9.92K +47 +5%
HCM
1183
HMS Capital Management
Tennessee
$220K – – –
GWMR
1184
GC Wealth Management RIA
Massachusetts
$219K -$56.3K -267 -20%
BWP
1185
BSW Wealth Partners
Colorado
$218K +$7.8K +37 +4%
VCA
1186
Verdence Capital Advisors
Maryland
$217K +$4.64K +22 +2%
RPWA
1187
Regent Peak Wealth Advisors
Georgia
$216K +$9.69K +46 +5%
OWP
1188
Obermeyer Wealth Partners
Colorado
$216K – – –
WF
1189
Wayfinding Financial
Washington
$215K -$6.11K -29 -3%
MIC
1190
Means Investment Company
Maine
$215K +$211 +1 +0.1%
BCG
1191
BayBridge Capital Group
California
$215K +$632 +3 +0.3%
CCA
1192
Childress Capital Advisors
Texas
$214K +$214K +1,014 New
APA
1193
Astoria Portfolio Advisors
New York
$214K -$10.5K -50 -5%
GBT
1194
Grove Bank & Trust
Florida
$213K -$4.64K -22 -2%
HB
1195
Horizon Bancorp
Indiana
$213K +$44.7K +212 +27%
DCM
1196
Dudley Capital Management
Virginia
$213K – – –
FCM
1197
Fourpath Capital Management
Oklahoma
$212K +$6.11K +29 +3%
HWP
1198
Hibernia Wealth Partners
Louisiana
$212K +$212K +1,007 New
AFT
1199
Alpha Family Trust
California
$212K – – –
MAG
1200
Members Advisory Group
New York
$211K +$632 +3 +0.3%
46 47
48
49 50