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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 %
PWP
1201
PrairieView Wealth Partners
Illinois
$211K – – –
GSEP
1202
Golden State Equity Partners
California
$211K +$211K +1,001 New
FWP
1203
FAS Wealth Partners
Kansas
$211K +$421 +2 +0.2%
RPSA
1204
Richard P. Slaughter Associates
Texas
$211K – – –
BA
1205
Bluesphere Advisors
Pennsylvania
$211K – – –
KCM
1206
Kornitzer Capital Management
Kansas
$211K – – –
C
1207
CEDRUS
Colorado
$210K +$210K +997 New
RWRC
1208
R.W. Roge & Company
New York
$210K – – –
BHBT
1209
Burke & Herbert Bank & Trust
Virginia
$209K +$209K +993 New
MAM
1210
McLean Asset Management
Virginia
$209K +$209K +972 New
AA
1211
Advisory Alpha
Michigan
$209K +$209K +990 New
AG
1212
AlTi Global
New York
$207K -$340K -1,613 -62%
CSS
1213
Cubist Systematic Strategies
Connecticut
$206K -$12.9M -61,129 -98%
AP
1214
Appleton Partners
Massachusetts
$205K -$72.5K -345 -26%
BONST
1215
Bank of Nova Scotia Trust
Ontario, Canada
$205K -$12K -57 -6%
SB
1216
Sunflower Bank
Texas
$205K -$10.1K -48 -5%
RP
1217
Riverwater Partners
Wisconsin
$205K -$7.59K -36 -4%
DWM
1218
Dogwood Wealth Management
Kansas
$205K +$99K +470 +94%
DWM
1219
Destination Wealth Management
California
$205K -$18.1K -86 -8%
NCFG
1220
New Century Financial Group
New Jersey
$203K +$203K +963 New
WDC
1221
Woodward Diversified Capital
California
$203K +$203K +963 New
MA
1222
MONECO Advisors
Connecticut
$203K +$203K +962 New
SP
1223
Stablepoint Partners
Massachusetts
$202K -$66.3K -302 -25%
BA
1224
Bristlecone Advisors
Washington
$200K -$33.1K -157 -14%
PWP
1225
Principle Wealth Partners
Connecticut
$200K +$200K +950 New
47 48
49
50 51