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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 %
WKWM
926
Walter & Keenan Wealth Management
Indiana
$540K +$4.69K +21 +0.9%
GT
927
Glenview Trust
Kentucky
$540K +$35.2K +158 +7%
PI
928
PFG Investments
New York
$538K -$6.69K -30 -1%
PA
929
Procyon Advisors
Connecticut
$536K -$32.4K -145 -6%
PIM
930
Penobscot Investment Management
Massachusetts
$534K – – –
GCM
931
Gladius Capital Management
Illinois
$533K -$8.48K -38 -2%
GIA
932
Gladstone Institutional Advisory
Florida
$531K +$2.23K +10 +0.4%
VA
933
Verdad Advisers
Massachusetts
$529K +$529K +2,372 New
PMSA
934
Patrick M. Sweeney & Associates
Illinois
$528K – – –
SWM
935
Stockman Wealth Management
Montana
$526K -$223 -1 -0%
PIA
936
Powell Investment Advisors
Florida
$526K – – –
SIM
937
Sentry Investment Management
Wisconsin
$525K – – –
NFG
938
Nations Financial Group
Iowa
$525K +$131K +585 +33%
AC
939
ASB Consultores
Florida
$525K – – –
DOA
940
D'Orazio & Associates
Virginia
$524K +$3.12K +14 +0.6%
PCM
941
Penserra Capital Management
California
$523K +$6.68K +30 +1%
DAS
942
Dynamic Advisor Solutions
Arizona
$523K +$11.6K +52 +2%
LAM
943
LECAP Asset Management
United Kingdom
$520K +$520K +2,330 New
PCP
944
Proficio Capital Partners
Massachusetts
$517K -$151K -679 -23%
LFA
945
Legacy Financial Advisors
Kentucky
$516K +$20.5K +92 +4%
OCG
946
Opus Capital Group
Ohio
$511K +$32.6K +146 +7%
FA
947
Faithward Advisors
Pennsylvania
$507K -$16.5K -74 -3%
DWM
948
Dogwood Wealth Management
Kansas
$506K +$289K +1,297 +133%
HPIA
949
Hamilton Point Investment Advisors
North Carolina
$506K +$506K +2,266 New
CCG
950
Catalina Capital Group
California
$504K +$24.8K +111 +5%
36 37
38
39 40