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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 %
AAP
1426
Arax Advisory Partners
Colorado
$5.55K 26 +4 +18%
RWPA
1427
Richard W. Paul & Associates
Michigan
$5.06K 24 – –
PWA
1428
Provenance Wealth Advisors
Florida
$5.06K 24 – –
HBW
1429
Hazlett, Burt & Watson
West Virginia
$5K 21 – –
FW
1430
Fairway Wealth
Ohio
$4.85K 23 +23 New
MSG
1431
Main Street Group
Virginia
$4.84K 23 – –
WWM
1432
Wolff Wiese Magana
California
$4.22K 20 – –
PP
1433
Pingora Partners
Wyoming
$4.21K 20 – –
CFD
1434
Creative Financial Designs
Indiana
$4.21K 20 – –
BCPWM
1435
Bradley & Co Private Wealth Management
Florida
$4K 19 – –
NSIM
1436
North Star Investment Management
Illinois
$3.79K 18 – –
LIM
1437
Longfellow Investment Management
Massachusetts
$3.58K 17 – –
OLVIG
1438
Oliver Lagore Vanvalin Investment Group
Michigan
$3.58K 17 – –
AIC
1439
Archer Investment Corporation
Indiana
$3.37K 16 +16 New
FNWA
1440
Financial Network Wealth Advisors
Utah
$3.37K 16 +16 New
HF
1441
Halpern Financial
Virginia
$3.37K 16 +16 New
DWA
1442
Delos Wealth Advisors
Texas
$2.95K 14 – –
FG
1443
Fairman Group
Pennsylvania
$2.74K 13 – –
RAM
1444
Riggs Asset Management
Pennsylvania
$2.53K 12 +7 +140%
SWM
1445
Sanctuary Wealth Management
Idaho
$2.32K 11 – –
VAG
1446
VisionPoint Advisory Group
Texas
$2.32K 11 – –
HWP
1447
Highline Wealth Partners
California
$2.11K 10 +4 +67%
ECM
1448
Everence Capital Management
Indiana
$1.97K 9,860 – –
LAM
1449
Lummis Asset Management
Texas
$1.69K 8 – –
CTB
1450
Country Trust Bank
Illinois
$1.26K 6 +6 New
56 57
58
59 60