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Marsh & McLennan
MMC

Overview Fund Activity

1,515 hedge funds and large institutions have $95.4B invested in Marsh & McLennan in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 621 increasing their positions, 496 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,515
Holders Change
+53
Holders Change %
+3.63%
% of All Funds
21.92%
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
621
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 %
CWP
476
Cyndeo Wealth Partners
Florida
$4.06M -$1.77M -7,949 -30%
OAM
477
Occidental Asset Management
California
$3.97M +$134K +602 +3%
Walleye Capital
478
Walleye Capital
New York
$3.95M -$5.95M -26,671 -60%
VIM
479
Vinva Investment Management
Australia
$3.95M -$490K -2,190 -11%
PCG
480
Prosperity Consulting Group
Maryland
$3.92M +$3.45M +15,461 +728%
AFG
481
Argent Financial Group
Louisiana
$3.92M +$3.92M +17,556 New
RCIM
482
Red Cedar Investment Management
Michigan
$3.91M – – –
MBTD
483
Mechanics Bank - Trust Department
California
$3.89M -$58.9K -264 -1%
ECM
484
ExodusPoint Capital Management
New York
$3.85M +$166K +744 +5%
HFS
485
Hantz Financial Services
Michigan
$3.85M +$115K +516 +3%
BCM
486
Becker Capital Management
Oregon
$3.85M -$172K -770 -4%
WIA
487
World Investment Advisors
California
$3.84M +$884K +3,962 +30%
AG
488
AIA Group
Hong Kong
$3.84M +$3.84M +17,200 New
EP
489
Edgestream Partners
New Jersey
$3.82M +$3.29M +14,768 +632%
EF
490
Empirical Finance
Pennsylvania
$3.82M +$81.2K +364 +2%
OAC
491
OMERS Administration Corp
Ontario, Canada
$3.81M – – –
BBVA
492
Banco Bilbao Vizcaya Argentaria
Spain
$3.77M +$150K +673 +4%
NW
493
NewEdge Wealth
Pennsylvania
$3.77M +$107K +481 +3%
FTDI
494
First Trust Direct Indexing
Massachusetts
$3.76M +$862K +3,863 +30%
IP
495
Interval Partners
New York
$3.71M -$6.65M -29,787 -64%
Federated Hermes
496
Federated Hermes
Pennsylvania
$3.63M -$2.91M -13,060 -45%
KA
497
Kintegral Advisory
New York
$3.62M -$47.3K -212 -1%
FCBT
498
First Citizens Bank & Trust
North Carolina
$3.6M -$128K -574 -3%
AG
499
Ascent Group
Virginia
$3.53M -$139K -624 -4%
SIA
500
Strategic Investment Advisors
Michigan
$3.53M +$115K +514 +3%
18 19
20
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