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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 %
SPC
951
Sigma Planning Corp
Michigan
$504K -$446 -2 -0.1%
TWA
952
Talisman Wealth Advisors
New Jersey
$500K -$6.72K -30 -1%
EFA
953
Evernest Financial Advisors
Indiana
$498K +$35.2K +158 +8%
TBA
954
Tower Bridge Advisors
Pennsylvania
$495K +$19.9K +89 +4%
PCH
955
PGIM Custom Harvest
New Jersey
$495K +$150K +673 +44%
MCM
956
Mattern Capital Management
Colorado
$493K +$57.6K +258 +13%
BW
957
Bison Wealth
Georgia
$490K +$490K +2,195 New
EA
958
Everpar Advisors
Oklahoma
$483K -$8.7K -39 -2%
OTL
959
Oak Thistle LLC
New York
$482K +$482K +2,160 New
HFM
960
Harvest Fund Management
China
$478K +$342K +1,535 +252%
WFA
961
WestHill Financial Advisors
California
$478K +$9.82K +44 +2%
PCM
962
Parsons Capital Management
Rhode Island
$475K – – –
CWC
963
Carolinas Wealth Consulting
North Carolina
$472K +$22.3K +100 +5%
MG
964
Mather Group
Illinois
$472K +$30.3K +136 +7%
IAA
965
Independent Advisor Alliance
North Carolina
$471K -$1.12K -5 -0.2%
SHWM
966
Smith & Howard Wealth Management
Georgia
$468K – – –
CCWM
967
Cassaday & Co Wealth Management
Virginia
$468K -$17.2K -77 -4%
RMCM
968
Reynders McVeigh Capital Management
Massachusetts
$467K -$22.3K -100 -5%
CAM
969
Congress Asset Management
Massachusetts
$466K – – –
BCM
970
Brookstone Capital Management
Illinois
$464K +$7.59K +34 +2%
EH
971
Equitable Holdings
New York
$462K +$33.7K +151 +8%
GFP
972
Gryphon Financial Partners
Ohio
$462K +$84.8K +380 +22%
TL
973
Tradewinds LLC
North Carolina
$461K -$2.46K -11 -0.5%
SSWM
974
Smith Salley Wealth Management
North Carolina
$461K -$2.23K -10 -0.5%
SQA
975
Simon Quick Advisors
New Jersey
$460K +$52.4K +235 +13%
37 38
39
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