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 %
GEM
976
Global Endowment Management
North Carolina
$459K +$459K +2,059 New
KP
977
Keel Point
Alabama
$459K -$1.12K -5 -0.2%
CAC
978
Core Alternative Capital
Georgia
$459K – – –
AWM
979
Avior Wealth Management
Nebraska
$454K +$1.79K +8 +0.4%
SWP
980
Strategic Wealth Partners
Ohio
$454K +$32.8K +147 +8%
MIM
981
Merrion Investment Management
New Jersey
$453K – – –
TSS
982
Two Sigma Securities
New York
$453K -$290K -1,302 -39%
GWA
983
Gratus Wealth Advisors
Virginia
$453K – – –
MWM
984
Mosley Wealth Management
California
$452K – – –
MFA
985
Mayflower Financial Advisors
Massachusetts
$449K +$8.26K +37 +2%
KCM
986
Kornitzer Capital Management
Kansas
$446K +$223K +1,000 +100%
SCI
987
S&CO Inc
Massachusetts
$446K – – –
FMLI
988
Fukoku Mutual Life Insurance
Japan
$443K – – –
PVI
989
Pine Valley Investments
New Jersey
$443K -$35.5K -159 -7%
KCM
990
Kanawha Capital Management
Virginia
$437K -$9.59K -43 -2%
WCM
991
Wallace Capital Management
Texas
$437K – – –
LAM
992
L2 Asset Management
Massachusetts
$435K +$14.7K +66 +3%
BEAM
993
Baker Ellis Asset Management
Washington
$435K +$75K +336 +21%
OL
994
Optas LLC
Texas
$433K +$12.9K +58 +3%
EB
995
Eastern Bank
Massachusetts
$433K +$433K +1,942 New
WCWM
996
Willow Creek Wealth Management
California
$433K – – –
CFG
997
CKW Financial Group
Hawaii
$432K +$669 +3 +0.2%
BC
998
Bridgefront Capital
Texas
$432K +$146K +654 +51%
CCG
999
Cypress Capital Group
Florida
$428K +$5.35K +24 +1%
ECM
1000
Evergreen Capital Management
Washington
$427K +$27K +121 +7%
38 39
40
41 42