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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 %
VT
601
Vise Technologies
New York
$2.09M -$128K -572 -6%
GC
602
Grimes & Company
Massachusetts
$2.08M +$5.58K +25 +0.3%
UF
603
Univest Financial
Pennsylvania
$2.08M +$2.08M +9,302 New
RWM
604
Ritholtz Wealth Management
New York
$2.06M +$67.1K +301 +3%
CSPAM
605
Cary Street Partners Asset Management
Virginia
$2.06M -$58.2K -261 -3%
BP
606
Ballentine Partners
Massachusetts
$2.05M +$132K +591 +7%
NC
607
Northcape Capital
Australia
$2.05M -$1.91M -8,566 -48%
QCG
608
Quadrant Capital Group
Ohio
$2.05M -$24.1K -108 -1%
MGIA
609
Moneta Group Investment Advisors
Missouri
$2.01M +$9.59K +43 +0.5%
MFG
610
Merit Financial Group
Georgia
$1.99M -$674K -3,022 -25%
BTWM
611
Brass Tax Wealth Management
Ohio
$1.95M +$1.95M +8,754 New
SC
612
Savant Capital
Illinois
$1.95M +$207K +928 +12%
CC
613
Centiva Capital
New York
$1.94M +$1.94M +8,694 New
RWB
614
RMR Wealth Builders
New Jersey
$1.94M +$223 +1 +0%
WSFS
615
Wilmington Savings Fund Society
Delaware
$1.93M +$1.29M +5,799 +204%
BAM
616
Belpointe Asset Management
Nevada
$1.92M -$301K -1,350 -14%
AWS
617
Atria Wealth Solutions
New York
$1.91M -$60.9K -273 -3%
KIA
618
Knollwood Investment Advisory
Maryland
$1.88M – – –
AIC
619
Anthracite Investment Company
Texas
$1.88M – – –
HH
620
Hilltop Holdings
Texas
$1.87M +$1.1M +4,911 +141%
WA
621
Wealth Alliance
New York
$1.87M -$26.5K -119 -1%
PP
622
Paloma Partners
Connecticut
$1.86M -$1.43M -6,432 -44%
MWM
623
Mission Wealth Management
California
$1.86M -$8.48K -38 -0.5%
SRL
624
Scientech Research LLC
New Jersey
$1.85M +$1.85M +8,310 New
TPCW
625
TD Private Client Wealth
New York
$1.85M +$20.5K +92 +1%
23 24
25
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