MMC icon

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
+$137M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$132M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$116M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$114M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$113M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$444M
2
BlackRock
BlackRock
New York
-$162M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$151M
4
Amundi
Amundi
France
-$125M
5
WP
Woodline Partners
California
-$123M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIC
701
Ironwood Investment Counsel
Arizona
$1.28M +$9.15K +41 +0.7%
DDC
702
DF Dent & Co
Maryland
$1.27M +$22.8K +102 +2%
PA
703
Pinnacle Associates
New York
$1.27M +$50.4K +266 +4%
TAM
704
Trust Asset Management
Texas
$1.27M – – –
DADC
705
D.A. Davidson & Co
Montana
$1.26M -$245K -1,099 -16%
GRP
706
Global Retirement Partners
California
$1.26M +$5.58K +25 +0.4%
EWM
707
Empirical Wealth Management
Washington
$1.26M +$55.3K +248 +5%
KPP
708
Kings Path Partners
Texas
$1.25M – – –
AWM
709
Aries Wealth Management
Maine
$1.25M – – –
DFCM
710
Dark Forest Capital Management
Puerto Rico
$1.24M +$1.24M +5,548 New
PFG
711
Prosperity Financial Group
California
$1.24M +$6.25K +28 +0.5%
NRS
712
Neville Rodie & Shaw
New York
$1.23M – – –
OC
713
Oppenheimer & Co
New York
$1.23M +$27.2K +122 +2%
SAM
714
Shell Asset Management
Netherlands
$1.23M +$1.23M +5,512 New
CFAM
715
Center For Asset Management
Florida
$1.23M +$22.3K +100 +2%
SAM
716
Smartleaf Asset Management
Massachusetts
$1.2M +$312K +1,393 +35%
DA
717
Dover Advisors
Virginia
$1.2M – – –
VFA
718
Valeo Financial Advisors
Indiana
$1.2M +$16.5K +74 +1%
AIP
719
Ameritas Investment Partners
Nebraska
$1.19M -$45.3K -203 -4%
WPA
720
West Paces Advisors
Georgia
$1.18M +$41.9K +188 +4%
LWAM
721
Legacy Wealth Asset Management
Minnesota
$1.18M +$8.48K +38 +0.7%
FW
722
FullCircle Wealth
Texas
$1.17M +$36.6K +165 +3%
AFA
723
AA Financial Advisors
Ohio
$1.16M – – –
CNBT
724
Canandaigua National Bank & Trust
New York
$1.16M -$64.5K -289 -5%
CFGS
725
Concourse Financial Group Securities
Alabama
$1.16M +$59.3K +266 +5%
27 28
29
30 31