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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 %
CA
626
Clearstead Advisors
Ohio
$1.84M +$48K +215 +3%
LCM
627
Landscape Capital Management
New Jersey
$1.83M -$413K -1,853 -18%
MYIA
628
Mount Yale Investment Advisors
Colorado
$1.83M +$772K +3,460 +73%
FNT
629
First National Trust
Pennsylvania
$1.83M -$7.14K -32 -0.4%
SC
630
Syon Capital
California
$1.82M -$10K -45 -0.5%
CFG
631
Citizens Financial Group
Rhode Island
$1.8M +$133K +595 +8%
IA
632
IAM Advisory
Pennsylvania
$1.8M +$35.9K +161 +2%
HT
633
Headlands Technologies
Illinois
$1.79M +$1.79M +8,009 New
LIA
634
LS Investment Advisors
Michigan
$1.79M – – –
MAS
635
Meeder Advisory Services
Ohio
$1.78M -$13.4K -60 -0.7%
PA
636
PFG Advisors
Arizona
$1.77M -$293K -1,312 -14%
IGAM
637
iA Global Asset Management
Quebec, Canada
$1.77M +$851K +3,816 +93%
BWM
638
Brophy Wealth Management
New Hampshire
$1.76M +$1.76M +7,880 New
CNC
639
Citizens & Northern Corp
Pennsylvania
$1.76M +$158K +708 +10%
ASN
640
Advisory Services Network
Georgia
$1.76M – – –
RWP
641
RWA Wealth Partners
Massachusetts
$1.76M +$57.3K +257 +3%
PP
642
PDT Partners
New York
$1.75M -$7.36K -33 -0.4%
PA
643
Profund Advisors
Maryland
$1.73M +$78.8K +353 +5%
LF
644
Lantz Financial
Illinois
$1.73M +$6.02K +27 +0.4%
DEA
645
DoubleLine ETF Adviser
Florida
$1.72M -$113K -506 -6%
VWM
646
Venturi Wealth Management
Texas
$1.72M -$228K -1,020 -12%
CSIC
647
Clifford Swan Investment Counsel
California
$1.71M – – –
BHPW
648
Beverly Hills Private Wealth
California
$1.69M -$271K -1,213 -14%
WA1
649
Wimmer Associates 1
California
$1.69M -$8.92K -40 -0.5%
MTC
650
Matrix Trust Company
Colorado
$1.65M -$23.2K -104 -1%
24 25
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