MMC icon

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 %
DA
876
Drake & Associates
Wisconsin
$658K +$113K +506 +21%
AWA
877
Aaron Wealth Advisors
Illinois
$653K +$41.3K +185 +7%
NAS
878
Nicolet Advisory Services
Wisconsin
$650K +$17.3K +78 +3%
TPI
879
Trust Point Inc
Wisconsin
$649K -$24.1K -108 -4%
MCM
880
McRae Capital Management
New Jersey
$647K – – –
AWA
881
Archvest Wealth Advisors
California
$646K – – –
FCI
882
Financial Counselors Inc
Kansas
$646K +$84.1K +377 +15%
SG
883
Strid Group
Pennsylvania
$641K -$5.58K -25 -0.9%
MA
884
Mutual Advisors
Nebraska
$641K +$79.2K +356 +14%
KA
885
Kearns & Associates
California
$638K – – –
SWM
886
Sterling Wealth Management
Illinois
$628K – – –
SPC
887
Spirepoint Private Client
Florida
$628K +$1.12K +5 +0.2%
RCM
888
Requisite Capital Management
Texas
$627K – – –
MWM
889
Meritas Wealth Management
California
$626K +$7.59K +34 +1%
WPW
890
Warther Private Wealth
Ohio
$625K -$44.6K -200 -7%
MA
891
Montag & Associates
Georgia
$625K – – –
AWA
892
Arkadios Wealth Advisors
Georgia
$614K +$25.4K +114 +4%
SL
893
SWMG LLC
Texas
$614K +$614K +2,719 New
MPWT
894
MassMutual Private Wealth & Trust
Connecticut
$609K -$149K -667 -20%
AP
895
Adero Partners
California
$607K +$13.4K +60 +2%
FFM
896
Forum Financial Management
Illinois
$597K +$892 +4 +0.1%
NICM
897
Neo Ivy Capital Management
New York
$594K +$594K +2,664 New
PPWP
898
Premier Path Wealth Partners
New Jersey
$593K -$446 -2 -0.1%
CAI
899
Capital Advisors Inc
Oklahoma
$592K -$6.02K -27 -1%
FF
900
Fluent Financial
Texas
$591K -$56.7K -254 -9%
34 35
36
37 38