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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 %
RAM
1051
Readystate Asset Management
Illinois
$367K +$367K +1,644 New
LFG
1052
Lockerman Financial Group
California
$366K +$1.79K +8 +0.5%
MWA
1053
Meridian Wealth Advisors
Texas
$366K -$1.34K -6 -0.4%
DWM
1054
Dechtman Wealth Management
Colorado
$364K +$446 +2 +0.1%
IP
1055
Investment Partners
Ohio
$363K -$21K -94 -5%
BFM
1056
Boothbay Fund Management
New York
$362K +$362K +1,621 New
CA
1057
Cornerstone Advisory
Maryland
$360K +$223 +1 +0.1%
PMFA
1058
Plante Moran Financial Advisors
Michigan
$359K – – –
EW
1059
Evoke Wealth
California
$359K +$359K +1,610 New
MSFP
1060
Mark Sheptoff Financial Planning
Connecticut
$359K – – –
PHAM
1061
Palisades Hudson Asset Management
Florida
$358K – – –
FHA
1062
Flagship Harbor Advisors
Massachusetts
$357K +$357K +1,602 New
SIM
1063
Stratos Investment Management
Ohio
$357K +$26.3K +118 +8%
CWP
1064
Capital Wealth Planning
Florida
$356K – – –
CTC
1065
Central Trust Company
Missouri
$356K +$12K +54 +4%
CAM
1066
Carret Asset Management
New York
$355K +$2.23K +10 +0.6%
BAM
1067
Berkshire Asset Management
Pennsylvania
$355K – – –
ACC
1068
Acorn Creek Capital
Colorado
$354K +$1.79K +8 +0.5%
AWM
1069
Angeles Wealth Management
California
$354K +$14.5K +65 +4%
TTWM
1070
TCV Trust & Wealth Management
Virginia
$354K – – –
CM
1071
Capital Management
Virginia
$352K – – –
SGWM
1072
Sterling Group Wealth Management
California
$351K – – –
SW
1073
SlateStone Wealth
Florida
$351K +$446 +2 +0.1%
CFO
1074
Callan Family Office
Pennsylvania
$351K +$43.3K +194 +14%
FCG
1075
Fielder Capital Group
Tennessee
$347K – – –
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