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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 %
MPM
1101
MBB Public Markets
Illinois
$321K -$7.41M -33,227 -96%
ESB
1102
Essex Savings Bank
Connecticut
$321K -$3.57K -16 -1%
BONH
1103
Bank of New Hampshire
New Hampshire
$320K -$66.9K -300 -17%
PP
1104
PFS Partners
New Jersey
$320K – – –
MCCP
1105
Mission Creek Capital Partners
California
$320K +$320K +1,433 New
DI
1106
Diligent Investors
California
$318K – – –
RA
1107
RFG Advisory
Alabama
$317K -$5.58K -25 -2%
NPP
1108
New Potomac Partners
Maryland
$317K – – –
MLRA
1109
Main Line Retirement Advisors
Montana
$316K – – –
UB
1110
Umpqua Bank
Oregon
$315K +$6.69K +30 +2%
IC
1111
Inscription Capital
Texas
$314K +$3.12K +14 +1%
BAM
1112
Blueshift Asset Management
New Jersey
$313K +$313K +1,405 New
FDCP
1113
Foster Dykema Cabot & Partners
Massachusetts
$313K +$74.7K +335 +31%
RCAG
1114
Rehmann Capital Advisory Group
Michigan
$312K +$1.56K +7 +0.5%
CH
1115
Cromwell Holdings
Wyoming
$310K – – –
YIA
1116
YHB Investment Advisors
Connecticut
$310K +$13.4K +60 +5%
BBA
1117
Braun-Bostich & Associates
Pennsylvania
$310K +$27K +121 +10%
ACP
1118
Aveo Capital Partners
Colorado
$309K +$24.8K +111 +9%
FWA
1119
FSM Wealth Advisors
Ohio
$309K +$22.5K +101 +8%
DWP
1120
Daymark Wealth Partners
Ohio
$307K -$93.1K -417 -23%
MPI
1121
Mairs & Power Inc
Minnesota
$307K +$8.03K +36 +3%
KFC
1122
Klingenstein Fields & Co
New York
$306K – – –
PCM
1123
Pointe Capital Management
Michigan
$306K +$27.7K +124 +10%
PWMG
1124
Prestige Wealth Management Group
New Jersey
$305K -$278K -1,244 -48%
OP
1125
ORG Partners
Indiana
$304K -$14.5K -65 -5%
43 44
45
46 47