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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
21.91%
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
826
Congress Wealth Management
Massachusetts
$791K -$6.69K -30 -0.8%
MAM
827
MMA Asset Management
Pennsylvania
$782K – – –
NCM
828
Noesis Capital Mangement
Florida
$781K – – –
T
829
TrueFG
Texas
$781K – – –
IWM
830
IHT Wealth Management
Illinois
$772K +$182K +814 +31%
MIS
831
Morningstar Investment Services
Illinois
$771K +$409K +1,827 +113%
OAM
832
Ostrum Asset Management
France
$766K +$9.37K +42 +1%
LS
833
Livforsakringsbolaget Skandia
Sweden
$766K +$555K +2,489 +263%
Balyasny Asset Management
834
Balyasny Asset Management
Illinois
$763K -$110M -493,295 -99%
BWM
835
Buckley Wealth Management
Nevada
$759K +$30.8K +138 +4%
NRD
836
Nebula Research & Development
New York
$755K +$755K +3,383 New
FFS
837
Founders Financial Securities
Maryland
$754K +$24.5K +110 +3%
EFS
838
Essex Financial Services
Connecticut
$753K -$782K -3,524 -51%
GIA
839
Gateway Investment Advisers
Ohio
$745K -$14.9K -67 -2%
Empower Advisory Group
840
Empower Advisory Group
Colorado
$744K -$892 -4 -0.1%
LFAS
841
Level Four Advisory Services
Texas
$739K -$4.15K -19 -0.6%
EI
842
Ellevest Inc
New York
$738K +$29.7K +133 +4%
AFG
843
Atomi Financial Group
New York
$732K +$96.6K +433 +15%
RB
844
Rodgers Brothers
Pennsylvania
$725K – – –
KIM
845
Kestra Investment Management
Texas
$725K +$725K +3,249 New
KBFS
846
Kohmann Bosshard Financial Services
Ohio
$724K – – –
EWA
847
EP Wealth Advisors
California
$722K +$198K +887 +38%
CAMG
848
CWA Asset Management Group
Florida
$720K +$720K +3,228 New
DSC
849
Duncker Streett & Co
Missouri
$714K – – –
OFG
850
OmniStar Financial Group
North Carolina
$713K +$713K +3,190 New
32 33
34
35 36