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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 %
VC
1076
Veracity Capital
Georgia
$345K +$7.14K +32 +2%
DA
1077
Detalus Advisors
Missouri
$344K – – –
B
1078
Bailard
California
$343K +$1.56K +7 +0.5%
SGI
1079
Summit Global Investments
Utah
$342K +$46.3K +208 +16%
SFP
1080
Sweet Financial Partners
Minnesota
$342K -$251K -1,127 -42%
MPPW
1081
Mitchell & Pahl Private Wealth
Oklahoma
$341K -$6.02K -27 -2%
RT
1082
Rockland Trust
Massachusetts
$340K -$107K -481 -24%
OFS
1083
OneAscent Financial Services
Alabama
$338K +$338K +1,517 New
NFC
1084
Northeast Financial Consultants
Connecticut
$338K +$3.12K +14 +0.9%
VC
1085
Vicus Capital
Pennsylvania
$337K +$50.4K +226 +18%
CCMG
1086
Clark Capital Management Group
Pennsylvania
$336K -$19K -85 -5%
CFM
1087
Catalyst Funds Management
Australia
$335K +$312K +1,400 +1,400%
DMBA
1088
Deseret Mutual Benefit Administrators
Utah
$333K -$14.5K -65 -4%
IAS
1089
Insigneo Advisory Services
Florida
$331K -$86.8K -389 -21%
BCG
1090
Breakwater Capital Group
New Jersey
$331K +$10K +45 +3%
IC
1091
Iconiq Capital
California
$329K +$329K +1,474 New
UB
1092
UMB Bank
Missouri
$328K -$12.5K -56 -4%
LC
1093
Lindbrook Capital
California
$327K +$7.36K +33 +2%
HWA
1094
HCR Wealth Advisors
California
$327K – – –
AA
1095
Alta Advisers
United Kingdom
$326K – – –
JIC
1096
Joel Isaacson & Co
New York
$325K -$29K -130 -8%
SEIA
1097
Signature Estate & Investment Advisors
California
$324K +$23.6K +106 +8%
Fayez Sarofim & Co
1098
Fayez Sarofim & Co
Texas
$323K – – –
CRI
1099
Colonial River Investments
Virginia
$323K +$323K +1,447 New
DWM
1100
Drive Wealth Management
Utah
$321K +$13.2K +59 +4%
42 43
44
45 46