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Marsh & McLennan
MMC

Overview Fund Activity

1,461 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, 514 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,461
Holders Change
+28
Holders Change %
+1.95%
% of All Funds
21.25%
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
514
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 %
CFO
1226
CVA Family Office
Colorado
$198K +$7.59K +36 +4%
ANBT
1227
American National Bank & Trust
Texas
$187K +$6.95K +33 +4%
KFS
1228
Kelly Financial Services
Massachusetts
$187K +$12.9K +61 +7%
T
1229
TOBAM
France
$185K -$248K -1,178 -57%
BWP
1230
Baldwin Wealth Partners
Massachusetts
$184K – – –
TWP
1231
Triad Wealth Partners
Kansas
$182K +$182K +865 New
IBOK
1232
Independence Bank of Kentucky
Kentucky
$177K +$21.5K +102 +14%
DJSG
1233
D.J. St. Germain
Massachusetts
$169K – – –
CA
1234
Continuum Advisory
Idaho
$169K +$63.4K +301 +60%
CCM
1235
Chilton Capital Management
Texas
$169K -$12.9K -61 -7%
TFF
1236
The Family Firm
Maryland
$167K +$167K +794 New
AGWCA
1237
Annis Gardner Whiting Capital Advisors
Florida
$159K +$15.6K +74 +11%
BGAI
1238
Bruce G. Allen Investments
Colorado
$157K +$8.43K +40 +6%
GI
1239
Gradient Investments
Minnesota
$155K +$8.85K +42 +6%
OWA
1240
Opal Wealth Advisors
New York
$147K +$147K +698 New
RCM
1241
Raleigh Capital Management
North Carolina
$147K +$10.8K +51 +8%
WTA
1242
Washington Trust Advisors
Massachusetts
$135K -$8.43K -40 -6%
MHR
1243
Matthew Hamilton Rosenberg
$135K – – –
TF
1244
Tompkins Financial
New York
$130K – – –
HFM
1245
Harvest Fund Management
China
$128K – – –
PPA
1246
Painted Porch Advisors
California
$127K +$127K +604 New
BWL
1247
Bogart Wealth LLC
Virginia
$122K -$1.9K -9 -2%
FHA
1248
First Horizon Advisors
Tennessee
$120K +$15K +71 +14%
AAG
1249
Armstrong Advisory Group
Massachusetts
$118K – – –
NS
1250
NBC Securities
Alabama
$116K -$14.7K -70 -11%
48 49
50
51 52