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Marsh & McLennan
MMC

Overview Fund Activity

1,514 hedge funds and large institutions have $95.3B invested in Marsh & McLennan in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 620 increasing their positions, 496 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,514
Holders Change
+53
Holders Change %
+3.63%
% of All Funds
21.9%
Holding in Top 10
24
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4%
% of All Funds
0.35%
New
137
Increased
620
Reduced
496
Closed
67
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$300M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$203M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.78B
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$372M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$462M
2
BlackRock
2
BlackRock
New York
$9.28B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$3.33M
4
Amundi
4
Amundi
France
$504M
5
WP
5
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PPW
426
Parcion Private Wealth
Washington
$5.67M +$354K +1,586 +7%
IMCOOI
427
Investment Management Corp of Ontario (IMCO)
Canada
$5.58M +$1.2M +5,400 +28%
IG
428
ING Group
Netherlands
$5.53M -$8.07M -36,157 -59%
FNBOMD
429
First National Bank of Mount Dora
Florida
$5.5M +$236K +1,056 +4%
BWM
430
BNC Wealth Management
Oregon
$5.47M -$103K -461 -2%
UM
431
UniSuper Management
Australia
$5.45M +$82.8K +371 +2%
MGP
432
Metis Global Partners
California
$5.41M +$191K +855 +4%
NMERB
433
New Mexico Educational Retirement Board
New Mexico
$5.39M -$156K -700 -3%
SBWIC
434
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.38M +$140K +626 +3%
BP
435
BNP Paribas
France
$5.37M +$280K +1,257 +6%
A
436
AustralianSuper
Australia
$5.33M +$817K +3,661 +18%
ZB
437
Zions Bancorporation
Utah
$5.28M +$657K +2,946 +14%
RIM
438
Reliant Investment Management
Tennessee
$5.27M -$176K -790 -3%
VPI
439
Value Partners Investments
Manitoba, Canada
$5.19M +$2.79M +10,622 +116%
KeyBank National Association
440
KeyBank National Association
Ohio
$5.15M -$375K -1,681 -7%
P
441
&Partners
Tennessee
$5.15M +$3.18M +14,341 +162%
FDP
442
Financiere des Professionnels
Quebec, Canada
$5.03M -$55.3K -248 -1%
IAM
443
Impact Asset Management
$4.99M +$4.99M +22,365 New
Focus Partners Wealth
444
Focus Partners Wealth
Massachusetts
$4.98M -$20.5M -91,831 -80%
AM
445
AGF Management
Ontario, Canada
$4.96M +$985K +4,416 +25%
AT
446
American Trust
Kentucky
$4.95M -$889K -3,983 -15%
Carson Wealth (CWM LLC)
447
Carson Wealth (CWM LLC)
Nebraska
$4.92M +$117K +523 +2%
EL
448
Essex LLC
Illinois
$4.91M -$264K -1,184 -5%
AWM
449
Axxcess Wealth Management
California
$4.85M -$45.7K -205 -0.9%
BEI
450
Benjamin Edwards Inc
Missouri
$4.81M +$3.94M +17,670 +453%
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