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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 %
USB
1251
Union Savings Bank
Connecticut
$106K – – –
SL
1252
Salomon & Ludwin
Virginia
$103K -$5.06K -24 -5%
VCM
1253
Versant Capital Management
Arizona
$101K +$20.2K +96 +25%
EBA
1254
Eagle Bay Advisors
New York
$98.2K +$1.69K +8 +2%
TSWM
1255
Tyler-Stone Wealth Management
Ohio
$97.8K -$19K -90 -16%
HIA
1256
Harbor Investment Advisory
Maryland
$96.3K -$2.74K -13 -3%
NECFA
1257
New England Capital Financial Advisors
Connecticut
$96.1K -$12K -57 -11%
JGIA
1258
Jackson Grant Investment Advisers
Connecticut
$95.7K +$211 +1 +0.2%
ICM
1259
Islay Capital Management
Texas
$94.8K – – –
CPBTD
1260
Central Pacific Bank - Trust Division
Hawaii
$94.8K – – –
PAI
1261
Pittenger & Anderson Inc
Nebraska
$94.6K +$4.21K +20 +5%
KA
1262
Kozak & Associates
Colorado
$88.7K – – –
MSWM
1263
Mowery & Schoenfeld Wealth Management
Illinois
$87K – – –
MCM
1264
MV Capital Management
Maryland
$87K +$3.16K +15 +4%
DFA
1265
DHJJ Financial Advisors
Illinois
$86.4K – – –
BCMLT
1266
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.9K – – –
AA
1267
Ancora Advisors
Ohio
$83.2K – – –
TIM
1268
Tortoise Investment Management
New York
$81.1K +$15.4K +73 +23%
TCOV
1269
Trust Company of Vermont
Vermont
$80.5K – – –
JWM
1270
Janiczek Wealth Management
Colorado
$80.3K +$12.2K +58 +18%
TFIPS
1271
Towarzystwo Funduszy Inwestycyjnych PZU SA
$80.1K – – –
SCA
1272
Stuart Chaussee & Associates
California
$78.8K – – –
QC
1273
Quent Capital
New York
$75.9K +$6.12K +29 +9%
SSB
1274
Sandy Spring Bank
Maryland
$75.9K -$28.2K -134 -27%
SCM
1275
Silvant Capital Management
Georgia
$75.4K – – –
49 50
51
52 53