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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 %
AIA
1001
Alera Investment Advisors
Illinois
$426K -$17K -76 -4%
RBC
1002
Roble Belko & Company
Pennsylvania
$426K – – –
SWM
1003
SeaCrest Wealth Management
New York
$422K +$2.45K +11 +0.6%
AWM
1004
Aprio Wealth Management
Georgia
$422K +$31K +139 +8%
APW
1005
Acima Private Wealth
Virginia
$420K – – –
Jones Financial Companies
1006
Jones Financial Companies
Missouri
$419K +$142K +635 +51%
SIA
1007
Schear Investment Advisers
Ohio
$415K +$95.5K +428 +30%
LJHT
1008
Laurie J. Hall Trustee
$415K – – –
TCWA
1009
Turtle Creek Wealth Advisors
Texas
$414K +$12K +54 +3%
HWMO
1010
Heritage Wealth Management (Ohio)
Ohio
$413K – – –
AHB
1011
Abner Herrman & Brock
New Jersey
$413K – – –
TWA
1012
TCI Wealth Advisors
Arizona
$413K +$57.3K +257 +16%
GC
1013
Gilbert & Cook
Iowa
$412K – – –
WCA
1014
Westover Capital Advisors
Delaware
$411K – – –
MWM
1015
Modera Wealth Management
New Jersey
$410K -$7.59K -34 -2%
PA
1016
Prossimo Advisors
California
$408K +$21.2K +95 +5%
M
1017
MOTCO
Texas
$408K +$15.8K +71 +4%
GI
1018
GLOBALT Investments
Georgia
$407K -$1.79K -8 -0.4%
JAG
1019
Journey Advisory Group
Kentucky
$405K – – –
FAFN
1020
First Affirmative Financial Network
Colorado
$405K +$55.6K +249 +16%
NPF
1021
Norris Perne & French
Michigan
$402K – – –
LGWM
1022
Litman Gregory Wealth Management
California
$402K – – –
CSWM
1023
Cassady Schiller Wealth Management
Ohio
$401K – – –
DA
1024
Dillon & Associates
Michigan
$401K – – –
NHT
1025
New Hampshire Trust
New Hampshire
$397K – – –
39 40
41
42 43