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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.

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 Market Value Shares Shares
Change 		Shares
Change %
FMP
1301
Financial Management Professionals
Texas
$53K 253 -11 -4%
RA
1302
Rise Advisors
New York
$52.9K 251 +1 +0.4%
OA
1303
Operose Advisors
Wisconsin
$50.6K 240 – –
FFO
1304
Fortitude Family Office
Arizona
$50.6K 240 +122 +103%
Loomis, Sayles & Company
1305
Loomis, Sayles & Company
Massachusetts
$50K 238 +5 +2%
PAS
1306
Point72 Asia (Singapore)
Singapore
$48.8K 232 -2,196 -90%
NRG
1307
Nemes Rush Group
Michigan
$48.7K 231 – –
BC
1308
Belmont Capital
California
$47.4K 225 – –
S
1309
Sachetta
Massachusetts
$46.8K 210 +56 +36%
SC
1310
SouthState Corp
Florida
$46.6K 221 -15 -6%
HNB
1311
Hilltop National Bank
Wyoming
$45.9K 218 -250 -53%
WIA
1312
Wetzel Investment Advisors
Indiana
$45.3K 220 -159 -42%
SHIM
1313
Stone House Investment Management
Pennsylvania
$45.1K 214 -14 -6%
JWA
1314
JFS Wealth Advisors
Pennsylvania
$43.6K 207 -19 -8%
FFA
1315
Frazier Financial Advisors
Ohio
$43.3K 205 +11 +6%
FUBT
1316
First United Bank & Trust
Maryland
$43.2K 205 – –
CAL
1317
Capital Advisors Ltd
Ohio
$42K 197 -1 -0.5%
BIA
1318
Bell Investment Advisors
California
$41.5K 197 – –
RL
1319
Rogco LP
Oklahoma
$41.3K 196 – –
IHWM
1320
Iron Horse Wealth Management
Iowa
$41.1K 195 +171 +713%
GKIM
1321
GW&K Investment Management
Massachusetts
$41K 193 +22 +13%
RI
1322
Ridgewood Investments
New Jersey
$40.7K 193 +193 New
IFS
1323
Intelligent Financial Strategies
Minnesota
$39.8K 189 -27 -13%
A
1324
AlphaQuest
New York
$37.5K 178 -7,271 -98%
IFAM
1325
Institutional & Family Asset Management
Colorado
$37.3K 177 -12 -6%
51 52
53
54 55