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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 %
CWM
1401
Cedar Wealth Management
California
$10.3K 49 -22 -31%
RWM
1402
Ruedi Wealth Management
Illinois
$10.1K 48 +48 New
HWM
1403
Horizons Wealth Management
North Carolina
$9.54K 44 – –
RDFA
1404
Ritter Daniher Financial Advisory
Ohio
$9.48K 45 -5 -10%
SIC
1405
Salem Investment Counselors
North Carolina
$9.48K 45 – –
RTL
1406
Red Tortoise LLC
Georgia
$9.06K 43 – –
AW
1407
Avion Wealth
Texas
$9K 44 +5 +13%
GFPC
1408
Global Financial Private Client
Florida
$8.43K 40 – –
BL
1409
BFSG LLC
California
$8.22K 39 – –
MIA
1410
MeadowBrook Investment Advisors
Michigan
$7.59K 36 – –
CCMI
1411
Creative Capital Management Investments
California
$7.38K 35 – –
TFM
1412
TFC Financial Management
Massachusetts
$7.17K 34 -2 -6%
TFGT
1413
TS Financial Group (TSFG)
Illinois
$7K 34 +34 New
RWA
1414
Redmont Wealth Advisors
Illinois
$6.95K 33 – –
GWSG
1415
GPS Wealth Strategies Group
Colorado
$6.74K 32 +32 New
DPW
1416
DiNuzzo Private Wealth
Pennsylvania
$6.53K 31 +5 +19%
RS
1417
Rakuten Securities
Japan
$6.32K 30 -11 -27%
LWANC
1418
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.32K 30 – –
SIC
1419
SJS Investment Consulting
Ohio
$6.32K 30 +1 +3%
VWA
1420
Valued Wealth Advisors
Utah
$6.32K 30 +3 +11%
WIM
1421
Westside Investment Management
California
$6.32K 30 +30 New
DIP
1422
DT Investment Partners
Pennsylvania
$6.11K 29 – –
TC
1423
Tacita Capital
Ontario, Canada
$6.11K 29 – –
ME
1424
McIlrath & Eck
Washington
$6.11K 29 +29 New
UWS
1425
Unique Wealth Strategies
Illinois
$5.56K 27 +27 New
55 56
57
58 59