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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 %
GM
901
GeoWealth Management
Illinois
$590K -$120K -540 -17%
AWA
902
Amplius Wealth Advisors
Pennsylvania
$589K -$2.23K -10 -0.4%
PFA
903
Pure Financial Advisors
California
$586K +$6.47K +29 +1%
MSCM
904
McElhenny Sheffield Capital Management
Texas
$584K -$50.9K -228 -8%
BRM
905
Boston Research & Management
Massachusetts
$584K – – –
ATPW
906
Ashton Thomas Private Wealth
Arizona
$583K +$147K +661 +34%
AC
907
Avestar Capital
New York
$582K -$89.9K -403 -13%
ALAM
908
Asahi Life Asset Management
Japan
$580K +$78.1K +350 +16%
PP
909
PDS Planning
Ohio
$577K -$1.79K -8 -0.3%
JHP
910
James Hambro & Partners
United Kingdom
$577K +$22.3K +100 +4%
LCGC
911
Legacy Capital Group California
California
$573K +$3.12K +14 +0.5%
RW
912
REDW Wealth
New Mexico
$566K – – –
PFS
913
Prospera Financial Services
Texas
$563K +$53.8K +241 +11%
TA
914
TFB Advisors
Kansas
$563K -$10.7K -48 -2%
CWM
915
C2C Wealth Management
Arizona
$563K – – –
EHWM
916
Eads & Heald Wealth Management
Georgia
$563K -$2.01K -9 -0.4%
BCB
917
Brian C. Broderick
$558K – – –
KIG
918
Kessler Investment Group
Indiana
$557K -$9.37K -42 -2%
AP
919
Advisors Preferred
Maryland
$555K +$190K +851 +52%
AIP
920
ARS Investment Partners
New York
$553K +$5.58K +25 +1%
CG
921
Cynosure Group
Utah
$551K +$12.7K +57 +2%
MLA
922
My Legacy Advisors
Oregon
$548K -$45.5K -204 -8%
FFA
923
Florida Financial Advisors
Florida
$547K -$51.8K -232 -9%
GA
924
Geller Advisors
New York
$546K +$6.92K +31 +1%
AWM
925
Aberdeen Wealth Management
Illinois
$543K – – –
35 36
37
38 39