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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
+$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 %
NAMNJ
726
NorthStar Asset Management (New Jersey)
New Jersey
$1.15M +$257K +1,151 +29%
CFP
727
Cascade Financial Partners
California
$1.14M – – –
BCM
728
Boltwood Capital Management
California
$1.14M -$51.8K -232 -4%
MMHP
729
Murphy Middleton Hinkle & Parker
Georgia
$1.14M – – –
CI
730
Cigna Investments
Connecticut
$1.13M -$22.8K -102 -2%
BHWM
731
Bar Harbor Wealth Management
New Hampshire
$1.12M -$91.9K -412 -8%
WFI
732
West Family Investments
California
$1.11M +$64.3K +288 +6%
HPC
733
HM Payson & Co
Maine
$1.1M +$29.2K +131 +3%
LSAG
734
Lake Street Advisors Group
New Hampshire
$1.1M +$12.7K +57 +1%
PI
735
PineBridge Investments
New York
$1.1M -$9.11M -40,843 -89%
NC
736
nVerses Capital
Florida
$1.09M +$156K +700 +17%
MOS
737
MGO One Seven
Ohio
$1.09M -$134K -601 -11%
MCM
738
Manchester Capital Management
Vermont
$1.09M +$21.6K +97 +2%
CAG
739
Csenge Advisory Group
Florida
$1.08M -$66.4K -295 -6%
MFGM
740
Marshall Financial Group (Maryland)
Maryland
$1.07M +$14.9K +67 +1%
DLA
741
Douglas Lane & Associates
New York
$1.07M -$4.91K -22 -0.5%
QWM
742
Quadcap Wealth Management
Texas
$1.07M +$234K +1,047 +28%
IAN
743
Integrated Advisors Network
Texas
$1.07M -$50.9K -228 -5%
JWM
744
JGP Wealth Management
Oregon
$1.06M +$56.7K +254 +6%
MPAM
745
Murphy Pohlad Asset Management
Minnesota
$1.06M – – –
FTWA
746
Fifth Third Wealth Advisors
Ohio
$1.05M +$55.5K +249 +6%
EWA
747
EverSource Wealth Advisors
Alabama
$1.05M +$11.2K +50 +1%
BBL
748
Beck Bode LLC
Massachusetts
$1.05M – – –
CFB
749
Cullen/Frost Bankers
Texas
$1.04M +$7.59K +34 +0.7%
OCBCO
750
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.04M +$1.04M +4,652 New
28 29
30
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