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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 %
LSA
1476
L & S Advisors
California
– – -9,157 Closed
LOAMS
1477
Lombard Odier Asset Management (Switzerland)
Switzerland
– – -8,824 Closed
BL
1478
Balentine LLC
Georgia
– – -7,348 Closed
FRM
1479
Fox Run Management
Connecticut
– – -7,157 Closed
MAM
1480
Morse Asset Management
Connecticut
– – -5,420 Closed
ROTUOC
1481
Regents of the University of California
California
– – -5,200 Closed
LNC
1482
Lincoln National Corp
Pennsylvania
– – -4,503 Closed
MSAM
1483
Moloney Securities Asset Management
Missouri
– – -4,375 Closed
FA
1484
Fiducient Advisors
Illinois
– – -3,936 Closed
IFU
1485
iSAM Funds (UK)
United Kingdom
– – -3,689 Closed
SC
1486
SRB Corp
Massachusetts
– – -3,401 Closed
DFG
1487
Delta Financial Group
New Jersey
– – -3,062 Closed
OCBCO
1488
Oversea-Chinese Banking Corp (OCBC)
Singapore
– – -2,835 Closed
SL
1489
Sonnipe Ltd
Isle Of Man
– – -2,705 Closed
SRL
1490
Scientech Research LLC
New Jersey
– – -2,007 Closed
MFS
1491
Mirabella Financial Services
United Kingdom
– – -1,959 Closed
I
1492
InceptionR
California
– – -1,911 Closed
CM
1493
Capula Management
Cayman Islands
– – -1,904 Closed
HI
1494
Humankind Investments
New York
– – -1,825 Closed
SCM
1495
Stevens Capital Management
Pennsylvania
– – -1,734 Closed
IDBONY
1496
Israel Discount Bank of New York
New York
– – -1,633 Closed
FFP
1497
FourThought Financial Partners
Florida
– – -1,526 Closed
JWWM
1498
Johnson & White Wealth Management
Pennsylvania
– – -1,519 Closed
CBFP
1499
Cedar Brook Financial Partners
Ohio
– – -1,463 Closed
WWS
1500
Wellington Wealth Strategies
Indiana
– – -1,414 Closed
58 59
60
61 62