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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 %
GWM
1501
Gitterman Wealth Management
New Jersey
– – -1,393 Closed
EW
1502
Evoke Wealth
California
– – -1,338 Closed
A
1503
Allianz
Germany
– – -1,300 Closed
MFIM
1504
Mesirow Financial Investment Management
Illinois
– – -1,213 Closed
NJBEST
1505
New Jersey Better Educational Savings Trust
New Jersey
– – -1,200 Closed
SP
1506
Systematic Portfolios
New York
– – -1,191 Closed
BIP
1507
Blueprint Investment Partners
North Carolina
– – -1,152 Closed
MWM
1508
Meridian Wealth Management
Kentucky
– – -1,116 Closed
AIA
1509
Angeles Investment Advisors
California
– – -1,100 Closed
GC
1510
Garde Capital
Washington
– – -1,080 Closed
ST
1511
Sabal Trust
Florida
– – -1,021 Closed
MSWM
1512
McGlone Suttner Wealth Management
Wisconsin
– – -1,005 Closed
ABC
1513
Associated Banc-Corp
Wisconsin
– – -986 Closed
WA
1514
Wealthstream Advisors
New York
– – -979 Closed
NCTC
1515
New Covenant Trust Company
Indiana
– – -906 Closed
MME
1516
Meag Munich Ergo
Germany
– – -494 Closed
BSC
1517
Brown Shipley & Co
United Kingdom
– – -416 Closed
EC
1518
EntryPoint Capital
New York
– – -278 Closed
DMIC
1519
Dixon Mitchell Investment Counsel
British Columbia, Canada
– – -170 Closed
CA
1520
CoreCap Advisors
Michigan
– – -158 Closed
HT
1521
Headlands Technologies
Illinois
– – -129 Closed
PAM
1522
Palisade Asset Management
Minnesota
– – -57 Closed
LF
1523
LifeSteps Financial
California
– – -46 Closed
WCM
1524
Westend Capital Management
California
– – -43 Closed
FPB
1525
First PREMIER Bank
South Dakota
– – -36 Closed
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