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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 %
SC
1376
Stephens Consulting
Michigan
$16.9K 80 +80 New
FPF
1377
First Pacific Financial
Washington
$16.6K 79 – –
SP
1378
SWS Partners
Ohio
$16.6K 79 +79 New
LI
1379
LRI Investments
Florida
$16.4K 78 – –
CAS
1380
Coppell Advisory Solutions
Texas
$16.2K 77 +77 New
GG
1381
Gleason Group
Kentucky
$15.9K 75 – –
SIS
1382
Sound Income Strategies
Florida
$15.8K 75 +9 +14%
AIM
1383
Arcadia Investment Management
Michigan
$15.6K 74 – –
SVCP
1384
Silicon Valley Capital Partners
California
$15K 71 – –
CHA
1385
Carmichael Hill & Associates
Maryland
$14.8K 70 – –
AP
1386
Aspect Partners
Virginia
$14.8K 70 +5 +8%
CAM
1387
Creekmur Asset Management
Illinois
$14.8K 70 +9 +15%
CBT
1388
Central Bank & Trust
Kentucky
$13.7K 65 – –
FMB
1389
Field & Main Bank
Kentucky
$13.7K 65 +65 New
TLA
1390
Tanglewood Legacy Advisors
Texas
$12.9K 61 – –
PCM
1391
Perritt Capital Management
Illinois
$12.8K 61 -40 -40%
NCM
1392
Northwest Capital Management
Oregon
$12.2K 58 – –
TFA
1393
Toth Financial Advisory
Virginia
$11.6K 55 – –
PCMC
1394
Planning Capital Management Corporation
Pennsylvania
$11.6K 55 – –
CT
1395
Clearstead Trust
Maine
$11.6K 55 – –
EWM
1396
Evermay Wealth Management
Virginia
$11.6K 55 – –
HGERS
1397
Householder Group Estate & Retirement Specialist
Arizona
$11K 56 +48 +600%
FIM
1398
FWL Investment Management
Texas
$11K 52 – –
MWM
1399
Mascoma Wealth Management
New Hampshire
$10.5K 50 – –
LIA
1400
Lynx Investment Advisory
District of Columbia
$10.5K 50 +50 New
54 55
56
57 58