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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 %
ANTB
801
AMG National Trust Bank
Colorado
$859K -$101K -453 -11%
FCA
802
Fortis Capital Advisors
Kansas
$849K -$289K -1,296 -25%
WPIC
803
White Pine Investment Company
Michigan
$849K -$21K -94 -2%
ET
804
Entropy Technologies
New York
$849K +$849K +3,805 New
DWM
805
Dakota Wealth Management
Florida
$844K -$10K -45 -1%
V
806
VeraBank
Texas
$842K – – –
ML
807
McAdam LLC
Pennsylvania
$842K +$20.3K +91 +2%
LWCFA
808
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$838K – – –
MGIA
809
Matthew Goff Investment Advisor
Texas
$836K – – –
WJWM
810
Williams Jones Wealth Management
New York
$831K +$446 +2 +0.1%
PCIA
811
Prime Capital Investment Advisors
Kansas
$831K -$29.2K -131 -3%
GL
812
Graypoint LLC
New York
$829K +$79.2K +355 +11%
RSWM
813
Robertson Stephens Wealth Management
California
$826K -$138K -620 -14%
SRWM
814
Shira Ridge Wealth Management
California
$825K -$1.79K -8 -0.2%
GS
815
GTS Securities
New York
$824K -$981K -4,399 -54%
LI
816
Louisbourg Investments
New Brunswick, Canada
$824K – – –
SMA
817
Sage Mountain Advisors
Georgia
$819K +$36.4K +163 +5%
HCM
818
Hutchinson Capital Management
California
$819K -$2.45K -11 -0.3%
CGL
819
Clarius Group LLC
Washington
$811K -$33.6K -151 -4%
I
820
InceptionR
California
$809K +$809K +3,627 New
NC
821
Napatree Capital
Rhode Island
$804K +$74.5K +334 +10%
VIP
822
Vista Investment Partners
Oklahoma
$803K – – –
FRA
823
Frank Rimerman Advisors
California
$802K +$39.9K +179 +5%
GCA
824
Genesee Capital Advisors
New York
$797K -$157K -705 -16%
AFP
825
Ausdal Financial Partners
Iowa
$796K -$13.4K -60 -2%
31 32
33
34 35