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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 %
ML
1026
Mayport LLC
Massachusetts
$394K – – –
RIL
1027
Rothschild Investment LLC
Illinois
$394K -$72.5K -325 -16%
HCP
1028
Hexagon Capital Partners
Arkansas
$392K +$20.7K +93 +6%
AF
1029
Advisornet Financial
Minnesota
$392K +$21.2K +95 +6%
CWM
1030
Cahaba Wealth Management
Georgia
$391K – – –
ACM
1031
Advisors Capital Management
New Jersey
$391K +$14.5K +65 +4%
MA
1032
MCF Advisors
Kentucky
$389K +$2.23K +10 +0.6%
GWANC
1033
Guardian Wealth Advisors (North Carolina)
North Carolina
$389K +$131K +588 +51%
EL
1034
EWA LLC
Pennsylvania
$385K +$4.21K +19 +1%
CCP
1035
Clarkston Capital Partners
Michigan
$385K – – –
UFF
1036
USA Financial Formulas
Michigan
$385K -$30.3K -136 -7%
OWA
1037
Outlook Wealth Advisors
Texas
$383K +$21K +94 +6%
DWA
1038
Douglass Winthrop Advisors
New York
$381K -$10.7K -48 -3%
TPW
1039
Talon Private Wealth
Florida
$381K +$381K +1,708 New
SWA
1040
SOA Wealth Advisors
New York
$381K -$6.02K -27 -2%
JFL
1041
Jarislowsky, Fraser Ltd
Quebec, Canada
$379K – – –
CFP
1042
Catalyst Financial Partners
Massachusetts
$379K +$28.3K +127 +8%
VCP
1043
Verus Capital Partners
Arizona
$377K -$21.9K -98 -5%
Koshinski Asset Management
1044
Koshinski Asset Management
Illinois
$375K -$5.35K -24 -1%
RFN
1045
RDA Financial Network
Iowa
$375K -$26.8K -120 -7%
LGF
1046
LGT Group Foundation
Liechtenstein
$375K -$3.72M -16,680 -91%
KC
1047
Kinloch Capital
Virginia
$373K -$5.13K -23 -1%
RMDI
1048
R.M. Davis Inc
Maine
$371K – – –
MC
1049
Moors & Cabot
Massachusetts
$371K -$13.2K -59 -3%
OAM
1050
Oxford Asset Management
United Kingdom
$370K +$370K +1,658 New
40 41
42
43 44