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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 %
RFG
1351
REAP Financial Group
Texas
$23.3K 111 – –
RFG
1352
RFP Financial Group
Georgia
$22.3K 106 -32 -23%
SC
1353
Steph & Co
Wisconsin
$22.1K 105 +8 +8%
AWM
1354
Abound Wealth Management
Tennessee
$22.1K 105 -2 -2%
KFI
1355
Key Financial Inc
Pennsylvania
$21.7K 103 – –
ETS
1356
ESL Trust Services
New York
$21.7K 103 +103 New
PCWA
1357
Pacific Capital Wealth Advisors
California
$21.3K 101 +82 +432%
CTA
1358
Colonial Trust Advisors
South Carolina
$21.1K 100 -95 -49%
AS
1359
Altshuler Shaham
Israel
$21.1K 100 -19 -16%
CFM
1360
Catalyst Funds Management
Australia
$21.1K 100 +100 New
FFA
1361
First Foundation Advisors
California
$20.9K 99 – –
W
1362
WealthCollab
Washington
$20K 95 – –
IGWM
1363
ICA Group Wealth Management
Colorado
$20K 95 -1,126 -92%
WWP
1364
WR Wealth Planners
Missouri
$19.8K 94 +6 +7%
SGC
1365
Slocum, Gordon & Co
Rhode Island
$19K 90 – –
MFT
1366
Moisand Fitzgerald Tamayo
Florida
$18.8K 89 – –
AIM
1367
Anchor Investment Management
South Carolina
$18.5K 88 – –
NFSG
1368
Newbridge Financial Services Group
Florida
$18.4K 87 – –
TWD
1369
True Wealth Design
Ohio
$17.9K 85 – –
OC
1370
Oakworth Capital
Alabama
$17.9K 85 – –
CYG
1371
Clean Yield Group
Vermont
$17.9K 85 – –
CJ
1372
Caitlin John
Michigan
$17.7K 84 -5,603 -99%
AP
1373
Atwood & Palmer
Missouri
$17.1K 81 -28 -26%
FPFS
1374
First Personal Financial Services
North Carolina
$16.9K 80 – –
VWM
1375
Valley Wealth Managers
New Jersey
$16.9K 80 +80 New
53 54
55
56 57