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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 %
FIM
676
Freedom Investment Management
Connecticut
$1.42M +$66.5K +298 +5%
CCA
677
Checchi Capital Advisers
California
$1.41M -$52.4K -235 -4%
UBG
678
United Bank (Georgia)
Georgia
$1.41M +$7.14K +32 +0.5%
VVP
679
Venture Visionary Partners
Ohio
$1.4M -$919K -4,122 -40%
PP
680
Pegasus Partners
Wisconsin
$1.4M -$439K -1,967 -24%
EB
681
Exchange Bank
California
$1.39M – – –
DWT
682
Dorsey & Whitney Trust
South Dakota
$1.39M +$391K +1,754 +39%
FWCM
683
Ferguson Wellman Capital Management
Oregon
$1.39M -$1.56K -7 -0.1%
QCM
684
Qsemble Capital Management
New York
$1.38M +$480K +2,152 +53%
GF
685
Gries Financial
Ohio
$1.38M +$115K +517 +9%
S
686
SimplyRich
California
$1.37M +$69.8K +313 +5%
EWM
687
Elmwood Wealth Management
California
$1.36M -$33.2K -149 -2%
CWP
688
Concord Wealth Partners
Virginia
$1.36M +$1.56K +7 +0.1%
HCM
689
Highview Capital Management
Illinois
$1.35M +$65.4K +293 +5%
PGFC
690
Peapack-Gladstone Financial Corp
New Jersey
$1.35M +$6.02K +27 +0.4%
PS
691
Principal Securities
Iowa
$1.34M +$110K +493 +9%
CAMV
692
Concord Asset Management (Virginia)
Virginia
$1.33M – – –
FRM
693
Fox Run Management
Connecticut
$1.33M +$1.33M +5,951 New
AAF
694
Andra AP-fonden
Sweden
$1.32M -$2.92M -13,100 -69%
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$1.31M -$25.9K -116 -2%
FPAS
696
Focus Partners Advisor Solutions
Missouri
$1.3M +$23.2K +104 +2%
BJL
697
Brighton Jones LLC
Washington
$1.29M -$972K -4,357 -43%
UAML
698
US Asset Management LLC
Pennsylvania
$1.28M -$4.29K -19 -0.3%
AI
699
AXS Investments
New York
$1.28M -$17.8K -80 -1%
KCM
700
Kathmere Capital Management
Pennsylvania
$1.28M +$146K +654 +13%
26 27
28
29 30