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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 %
CCA
1476
Cottonwood Capital Advisors
Utah
– -$220K -1,162 Closed
KA
1477
Kure Advisory
Minnesota
– -$210K -1,110 Closed
FFA
1478
Founders Financial Alliance
North Carolina
– -$203K -1,069 Closed
MAM
1479
Magellan Asset Management
Australia
– -$186K -983 Closed
KLWA
1480
Kelly Lawrence W & Associates
California
– -$171K -900 Closed
Group One Trading
1481
Group One Trading
Illinois
– -$154K -812 Closed
BCM
1482
Bourgeon Capital Management
Connecticut
– -$145K -765 Closed
WTG
1483
West Tower Group
Virginia
– -$130K -688 Closed
TWM
1484
Tradition Wealth Management
Minnesota
– -$117K -615 Closed
PMEF
1485
Point72 Middle East FZE
United Arab Emirates
– -$110K -583 Closed
JSAM
1486
J. Safra Asset Management
New York
– -$110K -580 Closed
IRC
1487
Investors Research Corp
Georgia
– -$99.1K -523 Closed
NFA
1488
Northwest Financial Advisors
Virginia
– -$93.4K -493 Closed
SA
1489
Scarborough Advisors
Maryland
– -$65.2K -344 Closed
RIM
1490
Rockbridge Investment Management
New York
– -$60.6K -320 Closed
A
1491
AJOVista
Massachusetts
– -$56.5K -298 Closed
AP
1492
Arlington Partners
Alabama
– -$40.5K -214 Closed
HWA
1493
HHM Wealth Advisors
Tennessee
– -$39.8K -210 Closed
DAC
1494
Dividend Assets Capital
South Carolina
– -$38K -200 Closed
RFA
1495
Resurgent Financial Advisors
Georgia
– -$30.7K -162 Closed
CI
1496
Cordant Inc
Oregon
– -$28.4K -150 Closed
FCAS
1497
First Command Advisory Services
Texas
– -$18.9K -100 Closed
PE
1498
Point72 Europe
United Kingdom
– -$15.9K -84 Closed
LWA
1499
Lowe Wealth Advisors
Maryland
– -$11.4K -60 Closed
LIWM
1500
Long Island Wealth Management
New York
– -$11K -57 Closed
57 58 59
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