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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 %
Optiver Holding
1451
Optiver Holding
Netherlands
– -$1.23M -6,516 Closed
OCM
1452
Olstein Capital Management
New York
– -$1.14M -6,000 Closed
PWM
1453
Paulson Wealth Management
Illinois
– -$980K -5,170 Closed
SAG
1454
SageView Advisory Group
California
– -$970K -5,025 Closed
EFH
1455
Eaton Financial Holdings
Florida
– -$888K -4,689 Closed
LCWP
1456
Legacy Capital Wealth Partners
Arkansas
– -$756K -3,992 Closed
Alyeska Investment Group
1457
Alyeska Investment Group
Illinois
– -$747K -3,945 Closed
QCM
1458
Qsemble Capital Management
New York
– -$566K -2,988 Closed
PO
1459
Private Ocean
California
– -$560K -2,956 Closed
GCM
1460
Gladius Capital Management
Illinois
– -$506K -2,671 Closed
JDR
1461
Jay D. Rosenbaum
– -$499K -2,635 Closed
GWS
1462
Glassman Wealth Services
Virginia
– -$474K -2,503 Closed
BA
1463
Birinyi Associates
Connecticut
– -$474K -2,500 Closed
MM
1464
MQS Management
New York
– -$457K -2,410 Closed
CW
1465
Connectus Wealth
Ohio
– -$431K -2,271 Closed
SWA
1466
Stratos Wealth Advisors
Ohio
– -$376K -1,984 Closed
SGWM
1467
Sterling Group Wealth Management
California
– -$311K -1,640 Closed
AWA
1468
Arete Wealth Advisors
Illinois
– -$300K -1,583 Closed
Fisher Asset Management
1469
Fisher Asset Management
Washington
– -$286K -1,511 Closed
FTIS
1470
First Trust Investment Solutions
Florida
– -$260K -1,374 Closed
CP
1471
Covenant Partners
Tennessee
– -$256K -1,349 Closed
KI
1472
Kapitalo Investimentos
Brazil
– -$251K -1,324 Closed
PCIG
1473
Partners Capital Investment Group
Massachusetts
– -$249K -1,315 Closed
SPA
1474
Sherbrooke Park Advisers
New York
– -$225K -1,189 Closed
TI
1475
Truepoint Inc
Ohio
– -$225K -1,188 Closed
57 58
59
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