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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 %
VEA
776
Virtus ETF Advisers
New York
$906K +$906K +4,062 New
SA
777
SRN Advisors
Pennsylvania
$902K -$35.9K -161 -4%
WWM
778
Western Wealth Management
Colorado
$902K -$60.7K -272 -6%
AUB
779
Atlantic Union Bankshares
Virginia
$899K – – –
PAS
780
Point72 Asia (Singapore)
Singapore
$897K +$846K +3,791 +1,634%
NBT
781
Northwest Bank & Trust
Iowa
$897K +$16.5K +74 +2%
AF
782
Allworth Financial
California
$895K +$9.15K +41 +1%
WBC
783
Westpac Banking Corp
Australia
$893K +$51.1K +229 +6%
IA
784
Icon Advisers
Colorado
$892K -$1.67M -7,500 -65%
TPA
785
Trivium Point Advisory
Connecticut
$891K +$121K +535 +16%
NPPM
786
North Point Portfolio Managers
Ohio
$891K +$891K +3,994 New
QWP
787
Quotient Wealth Partners
Texas
$888K -$9.37K -42 -1%
SWA
788
SFMG Wealth Advisors
Texas
$885K +$4.24K +19 +0.5%
WCA
789
Waypoint Capital Advisors
Minnesota
$883K +$7.81K +35 +0.9%
SB
790
Strategic Blueprint
Georgia
$874K +$53.5K +240 +7%
TSMHT
791
Thurston Springer Miller Herd & Titak
Indiana
$868K -$34.4K -154 -4%
PCS
792
Personal CFO Solutions
New Jersey
$868K -$20.7K -93 -2%
BIG
793
Brooklyn Investment Group
New York
$866K +$85.7K +384 +11%
LNB
794
Ledyard National Bank
$866K +$84.8K +380 +11%
FB
795
Fulton Bank
Pennsylvania
$863K +$7.36K +33 +0.9%
SI
796
Stephens Inc
Arkansas
$863K -$144K -645 -14%
TW
797
TrinityPoint Wealth
Connecticut
$862K -$2.68K -12 -0.3%
MTIC
798
Missouri Trust & Investment Company
Missouri
$862K -$59.8K -268 -6%
GI
799
GAMMA Investing
California
$862K +$239K +1,070 +38%
TCBWMS
800
Texas Capital Bank Wealth Management Services
Texas
$862K +$12.3K +55 +1%
30 31
32
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