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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
21.92%
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 %
GWM
1151
Geneos Wealth Management
Colorado
$285K +$211K +948 +288%
SAG
1152
SageView Advisory Group
California
$285K -$749K -3,356 -72%
CA
1153
Continuum Advisory
Idaho
$282K +$104K +470 +59%
SC
1154
Sapient Capital
Indiana
$281K +$2.23K +10 +0.8%
PCM
1155
Prelude Capital Management
New York
$281K +$281K +1,258 New
TFCP
1156
Twin Focus Capital Partners
Massachusetts
$280K – – –
RCA
1157
Resonant Capital Advisors
Wisconsin
$279K +$31.7K +142 +13%
CWG
1158
Cornerstone Wealth Group
North Carolina
$279K +$8.93K +40 +3%
BFWA
1159
Benchmark Financial Wealth Advisors
Florida
$279K +$279K +1,249 New
VCA
1160
Verdence Capital Advisors
Maryland
$278K +$48.2K +216 +21%
TC
1161
Trilogy Capital
California
$278K -$26.1K -117 -9%
APW
1162
Austin Private Wealth
Texas
$276K +$8.48K +38 +3%
BI
1163
Ballast Inc
Kentucky
$275K -$5.58K -25 -2%
PCA
1164
Pallas Capital Advisors
Massachusetts
$274K +$8.68K +39 +3%
SMG
1165
Smart Money Group
Texas
$273K +$273K +1,252 New
PPC
1166
Park Place Capital
Alabama
$272K -$41.9K -188 -13%
PL
1167
Parthenon LLC
Kentucky
$271K – – –
NEPPG
1168
New England Professional Planning Group
Rhode Island
$270K – – –
GKWIM
1169
Gerber Kawasaki Wealth & Investment Management
California
$270K +$2.9K +13 +1%
GLA
1170
Great Lakes Advisors
Illinois
$270K -$6.02K -27 -2%
WPP
1171
Whalerock Point Partners
Rhode Island
$269K +$31.9K +143 +13%
GFL
1172
Granite FO LLC
New Hampshire
$268K – – –
PL
1173
Perpetual Ltd
Australia
$268K – – –
PFA
1174
Pathway Financial Advisors
Vermont
$268K – – –
BCV
1175
Banque Cantonale Vaudoise
Switzerland
$267K -$445K -1,993 -62%
45 46
47
48 49