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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 %
CWM
751
Connecticut Wealth Management
Connecticut
$1.03M +$12.3K +55 +1%
LIM
752
Leavell Investment Management
Alabama
$1.03M +$3.57K +16 +0.3%
BFM
753
Boston Financial Management
Massachusetts
$1.02M -$89.5K -401 -8%
RDWM
754
Red Door Wealth Management
Tennessee
$1.01M -$892 -4 -0.1%
QPWM
755
Quadrant Private Wealth Management
Pennsylvania
$1.01M +$3.79K +17 +0.4%
SIA
756
Schechter Investment Advisors
Michigan
$1.01M +$16.7K +75 +2%
IWC
757
Integrated Wealth Concepts
Massachusetts
$1M +$28.1K +126 +3%
CCA
758
Criterion Capital Advisors
Tennessee
$998K – – –
LCWP
759
Legacy Capital Wealth Partners
Arkansas
$997K -$54.9K -246 -5%
PWMAG
760
Pinnacle Wealth Management Advisory Group
New Jersey
$992K -$43.1K -193 -4%
NB
761
Nicolet Bankshares
Wisconsin
$992K +$3.79K +17 +0.4%
BRWA
762
B. Riley Wealth Advisors
Florida
$987K -$13.4K -60 -1%
Kovitz Investment Group Partners
763
Kovitz Investment Group Partners
Illinois
$987K +$655K +7,380 +198%
JSW
764
Journey Strategic Wealth
New Jersey
$972K +$107K +479 +12%
QIM
765
Quantitative Investment Management
Virginia
$971K +$390K +1,751 +67%
CGIM
766
Capital Group Investment Management
Singapore
$965K +$256K +1,148 +36%
ACM
767
Advance Capital Management
Michigan
$958K – – –
EIM
768
Essex Investment Management
Massachusetts
$952K -$3.35K -15 -0.4%
NP
769
Nilsine Partners
Colorado
$945K -$84.1K -377 -8%
GAG
770
GM Advisory Group
New York
$936K +$35.7K +160 +4%
ACM
771
Allred Capital Management
Texas
$936K -$22.1K -99 -2%
TCOT
772
Trust Company of Toledo
Ohio
$932K +$113K +508 +14%
FAIM
773
Financial Advocates Investment Management
Washington
$929K +$19K +85 +2%
FFA
774
Farther Finance Advisors
California
$925K -$39.9K -179 -4%
DAS
775
Diversify Advisory Services
Utah
$923K -$43K -194 -4%
29 30
31
32 33