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

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$462M
2
BlackRock
BlackRock
New York
$9.28B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.33M
4
Amundi
Amundi
France
$504M
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HAG
576
HighPoint Advisor Group
Illinois
$2.3M -$71.2K -325 -3%
WAP
577
Wealthcare Advisory Partners
Pennsylvania
$2.29M +$61.6K +276 +3%
OBAM
578
ODDO BHF Asset Management
France
$2.29M +$2.29M +10,281 New
EWM
579
Evercore Wealth Management
New York
$2.29M +$47.3K +212 +2%
GT
580
Greenleaf Trust
Michigan
$2.29M +$23.2K +104 +1%
TC
581
TownSquare Capital
Utah
$2.26M +$789K +3,535 +54%
CAAS
582
Capital Asset Advisory Services
Michigan
$2.25M -$41.9K -187 -2%
KPWS
583
Kestra Private Wealth Services
Texas
$2.24M +$76.5K +343 +4%
CC
584
Courier Capital
New York
$2.23M +$215K +965 +11%
CK
585
Cohen Klingenstein
New York
$2.23M – – –
AC
586
AXQ Capital
New Jersey
$2.22M -$10.9K -49 -0.5%
HBT
587
Hills Bank & Trust
Iowa
$2.22M -$24.1K -108 -1%
ECM
588
Everence Capital Management
Indiana
$2.2M – – –
DBIA
589
Dumont & Blake Investment Advisors
New Jersey
$2.19M -$2.22M -9,931 -50%
QI
590
Qtron Investments
Massachusetts
$2.18M +$311K +1,392 +17%
VRM
591
Vectors Research Management
New York
$2.18M +$4.69K +21 +0.2%
EBT
592
Enterprise Bank & Trust
Massachusetts
$2.16M +$19.6K +88 +0.9%
RJT
593
Raymond James Trust
Florida
$2.16M +$8.03K +36 +0.4%
TAM
594
Tealwood Asset Management
Minnesota
$2.16M +$15.6K +70 +0.7%
S
595
SignatureFD
Georgia
$2.14M +$92.1K +413 +4%
DWA
596
Delap Wealth Advisory
Oregon
$2.14M -$23.4K -105 -1%
CCG
597
Chatham Capital Group
Georgia
$2.12M -$22.3K -100 -1%
FRA
598
Front Row Advisors
California
$2.1M -$28.8K -129 -1%
PWM
599
Perigon Wealth Management
California
$2.1M +$851K +3,815 +68%
BCWM
600
Bartlett & Co Wealth Management
Ohio
$2.09M -$892 -4 -0%
22 23
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