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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 %
UCFA
526
United Capital Financial Advisors
Texas
$3.11M +$71.6K +321 +2%
RWA
527
River Wealth Advisors
Pennsylvania
$3.1M -$46.6K -209 -1%
HIC
528
Hartline Investment Corp
Illinois
$3.07M +$40.4K +181 +1%
FCH
529
Freestone Capital Holdings
Washington
$3.07M +$7.59K +34 +0.2%
VA
530
Vident Advisory
Georgia
$3.07M +$302K +1,355 +11%
BIP
531
Bouvel Investment Partners
Pennsylvania
$3.01M +$18.3K +82 +0.6%
BPA
532
Beacon Pointe Advisors
California
$3M -$471K -2,110 -14%
MMA
533
Miracle Mile Advisors
California
$2.98M -$37K -166 -1%
CG
534
Caprock Group
Idaho
$2.96M +$145K +649 +5%
WF
535
Welch & Forbes
Massachusetts
$2.94M -$301K -1,350 -9%
CA
536
Commerzbank Aktiengesellschaft
Germany
$2.93M +$2.49M +11,172 +564%
MNBTD
537
Moody National Bank Trust Division
Texas
$2.91M -$331K -1,484 -10%
TI
538
Tidal Investments
Wisconsin
$2.9M +$426K +1,911 +17%
GSC
539
G&S Capital
Colorado
$2.89M +$28.6K +128 +1%
DWM
540
Dynasty Wealth Management
Florida
$2.89M +$40.8K +183 +1%
TMAM
541
Tokio Marine Asset Management
Japan
$2.89M +$256K +1,147 +10%
KB
542
Kimelman & Baird
New York
$2.88M – – –
FT
543
Fiduciary Trust
Massachusetts
$2.87M +$949K +4,253 +49%
Two Sigma Advisers
544
Two Sigma Advisers
New York
$2.86M -$1.03M -4,600 -26%
BLC
545
Brown, Lisle/Cummings
Rhode Island
$2.85M -$1.56K -7 -0.1%
VF
546
Virtu Financial
New York
$2.85M +$37.3K +167 +1%
SF
547
Summit Financial
New Jersey
$2.82M +$57.1K +256 +2%
HWM
548
HB Wealth Management
Georgia
$2.82M +$104K +467 +4%
IWA
549
Icon Wealth Advisors
Texas
$2.82M +$196K +878 +7%
O
550
Ossiam
France
$2.81M -$86.6M -388,368 -97%
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