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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 %
DWA
1276
Dougherty Wealth Advisers
Minnesota
$74.8K – – –
BIC
1277
Beach Investment Counsel
Pennsylvania
$74K +$74K +350 New
TCA
1278
Trifecta Capital Advisors
Illinois
$73.8K +$12.9K +61 +21%
HWA
1279
Heritage Wealth Advisors
Virginia
$71.8K – – –
TFA
1280
Transamerica Financial Advisors
Florida
$70K – – –
GWM
1281
Geneos Wealth Management
Colorado
$69.3K -$1.26K -6 -2%
WB
1282
Webster Bank
Connecticut
$69.1K – – –
MFA
1283
McClarren Financial Advisors
Pennsylvania
$69K -$38.8K -118 -36%
AT
1284
Arlington Trust
Alabama
$68.9K – – –
HDIM
1285
Hanson & Doremus Investment Management
Vermont
$68K -$23.7K -113 -26%
HWM
1286
HighMark Wealth Management
Minnesota
$64.8K – – –
CCC
1287
Chelsea Counsel Company
California
$63.2K – – –
GPI
1288
General Partner Inc
Pennsylvania
$62.8K – – –
LCM
1289
Logan Capital Management
Pennsylvania
$62.8K – – –
JFGIW
1290
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.8K +$1.69K +8 +3%
AA
1291
Addison Advisors
Vermont
$61.1K -$64.7K -307 -51%
CSC
1292
Caldwell Sutter Capital
California
$60.9K -$8.64K -41 -12%
DF
1293
Dunhill Financial
United Kingdom
$60.7K +$422 +2 +0.7%
PCTC
1294
Perkins Coie Trust Company
Washington
$60.3K – – –
GEA
1295
Glen Eagle Advisors
New Jersey
$59.8K +$6.53K +31 +12%
EAM
1296
Empirical Asset Management
Massachusetts
$59.5K +$51.7K +15,400 +664%
DCP
1297
DSM Capital Partners
Florida
$57.7K – – –
RFS
1298
Richardson Financial Services
Massachusetts
$56.9K +$45.3K +215 +391%
VIA
1299
Virtus Investment Advisers
Connecticut
$56.1K -$29.1K -138 -34%
HGA
1300
Hobbs Group Advisors
South Carolina
$53.9K +$53.9K +256 New
50 51
52
53 54