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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 %
FSWA
1426
Financial Synergies Wealth Advisors
Texas
$1.03K – – –
DAM
1427
Delta Asset Management
Tennessee
$1.03K – – –
RAM
1428
Riggs Asset Management
Pennsylvania
$1.03K +$1.03K +5 New
CAM
1429
ClariVest Asset Management
California
$1.03K – – –
MAWCM
1430
Mine & Arao Wealth Creation & Management
California
$618 +$618 +3 New
OP
1431
ORG Partners
Indiana
$611 -$280K -1,377 -100%
WA
1432
WestEnd Advisors
North Carolina
$412 +$412 +2 New
TWP
1433
TFO Wealth Partners
Ohio
$206 -$206 -1 -50%
CP
1434
Castleview Partners
Texas
$206 – – –
Viking Global Investors
1435
Viking Global Investors
Connecticut
– -$45M -237,706 Closed
AIM
1436
Artemis Investment Management
United Kingdom
– -$43.3M -228,532 Closed
MIH
1437
Meitav Investment House
Israel
– -$19.9M -105,000 Closed
ACM
1438
Aquatic Capital Management
Illinois
– -$12.7M -67,200 Closed
BA
1439
Bridgewater Associates
Connecticut
– -$9.34M -49,271 Closed
Point72 Asset Management
1440
Point72 Asset Management
Connecticut
– -$8.74M -46,139 Closed
JAM
1441
Jupiter Asset Management
United Kingdom
– -$7.62M -40,201 Closed
CM
1442
Crestline Management
Texas
– -$5.12M -27,000 Closed
WAM
1443
Weiss Asset Management
Massachusetts
– -$3.47M -18,288 Closed
HIC
1444
Hartline Investment Corp
Illinois
– -$3.43M -18,128 Closed
AIM
1445
Aigen Investment Management
New York
– -$3.13M -16,503 Closed
FI
1446
FJ Investments
Utah
– -$2.29M -12,104 Closed
GP
1447
Geneva Partners
Wisconsin
– -$1.84M -9,726 Closed
DS
1448
DRW Securities
Illinois
– -$1.69M -8,900 Closed
ET
1449
Entropy Technologies
New York
– -$1.68M -8,845 Closed
PA
1450
Paragon Advisors
Texas
– -$1.27M -6,724 Closed
56 57
58
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