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Marsh & McLennan
MMC

Overview Fund Activity

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$834M
2
Bank of America
Bank of America
North Carolina
$1.61B
3
BlackRock
BlackRock
New York
$8.64B
4
Barclays
Barclays
United Kingdom
$489M
5
Jennison Associates
Jennison Associates
New York
$192M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.25B
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.32B
3
Deutsche Bank
Deutsche Bank
Germany
$583M
4
Amundi
Amundi
France
$319M
5
Wellington Management Group
Wellington Management Group
Massachusetts
$2.45B
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
1401
DiNuzzo Private Wealth
Pennsylvania
$5.36K – – –
HBW
1402
Hazlett, Burt & Watson
West Virginia
$5K – – –
PWA
1403
Provenance Wealth Advisors
Florida
$4.94K -$4.74K -23 -49%
RWPA
1404
Richard W. Paul & Associates
Michigan
$4.94K – – –
IHWM
1405
Iron Horse Wealth Management
Iowa
$4.94K – – –
MSG
1406
Main Street Group
Virginia
$4.69K – – –
AAP
1407
Arax Advisory Partners
Colorado
$4.59K -$40.3K -193 -90%
WWM
1408
Wolff Wiese Magana
California
$4.12K – – –
PP
1409
Pingora Partners
Wyoming
$4.12K +$4.12K +20 New
CFD
1410
Creative Financial Designs
Indiana
$4.12K +$4.12K +20 New
BCPWM
1411
Bradley & Co Private Wealth Management
Florida
$3.91K – – –
PCWA
1412
Pacific Capital Wealth Advisors
California
$3.91K +$3.91K +19 New
NSIM
1413
North Star Investment Management
Illinois
$3.71K – – –
OLVIG
1414
Oliver Lagore Vanvalin Investment Group
Michigan
$3.5K – – –
LIM
1415
Longfellow Investment Management
Massachusetts
$3.5K – – –
WPWM
1416
Western Pacific Wealth Management
Illinois
$3.3K +$3.3K +16 New
DWA
1417
Delos Wealth Advisors
Texas
$2.88K +$2.06K +10 +250%
FG
1418
Fairman Group
Pennsylvania
$2.68K – – –
SWM
1419
Sanctuary Wealth Management
Idaho
$2.27K – – –
VAG
1420
VisionPoint Advisory Group
Texas
$2.27K – – –
ECM
1421
Everence Capital Management
Indiana
$2.03K -$441 -2,140 -18%
LAM
1422
Lummis Asset Management
Texas
$1.65K – – –
HGERS
1423
Householder Group Estate & Retirement Specialist
Arizona
$1.65K – – –
GA
1424
GoalVest Advisory
New York
$1.65K +$1.65K +8 New
HWP
1425
Highline Wealth Partners
California
$1.24K – – –
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