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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 %
WFPG
851
Waller Financial Planning Group
Ohio
$712K +$2.68K +12 +0.4%
WPW
852
Waldron Private Wealth
Pennsylvania
$711K -$892 -4 -0.1%
SCTC
853
Sanibel Captiva Trust Company
Florida
$711K +$24.5K +110 +4%
AWM
854
AE Wealth Management
Kansas
$711K +$71.2K +319 +11%
BFA
855
Bill Few Associates
Pennsylvania
$708K – – –
WANY
856
Wealthspire Advisors (New York)
New York
$706K +$140K +627 +25%
FIA
857
Foundations Investment Advisors
Arizona
$704K +$66K +296 +10%
DWM
858
Defined Wealth Management
Oregon
$702K +$3.35K +15 +0.5%
TWM
859
Thrive Wealth Management
Pennsylvania
$699K -$10.3K -46 -1%
CIA
860
Capital Investment Advisors
Georgia
$697K -$32.8K -147 -4%
9WM
861
9258 Wealth Management
Ohio
$690K +$27K +121 +4%
NWAG
862
Net Worth Advisory Group
Utah
$690K +$690K +3,092 New
BBA
863
Baader Bank Aktiengesellschaft
Germany
$688K -$56.6K -254 -8%
CIC
864
Chilton Investment Company
Connecticut
$684K +$34.6K +155 +5%
SWP
865
Stratos Wealth Partners
Ohio
$676K -$37.9K -170 -5%
SCM
866
SOL Capital Management
Maryland
$676K – – –
NSAM
867
North Star Asset Management
Wisconsin
$676K – – –
CCG
868
Ceeto Capital Group
Florida
$669K – – –
Financial Engines Advisors
869
Financial Engines Advisors
California
$667K -$2.77M -12,427 -81%
CM
870
Capula Management
Cayman Islands
$667K +$667K +2,989 New
4WM
871
44 Wealth Management
Oregon
$665K +$665K +2,976 New
DIM
872
Delta Investment Management
California
$663K +$663K +2,970 New
IA
873
IFP Advisors
Florida
$661K -$30.3K -136 -4%
SAI
874
Savvy Advisors Inc
New York
$661K +$402K +1,801 +155%
HCM
875
Howard Capital Management
Georgia
$659K +$659K +2,952 New
33 34
35
36 37