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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 %
CMBA
1176
C.M. Bidwell & Associates
Hawaii
$265K +$2.01K +9 +0.8%
SW
1177
Simplicity Wealth
New Jersey
$265K -$6.7M -30,026 -96%
PFBT
1178
Parkside Financial Bank & Trust
Missouri
$265K +$6.69K +30 +3%
NCM
1179
Northside Capital Management
Oregon
$264K – – –
HI
1180
Harbour Investments
Wisconsin
$264K -$8.48K -38 -3%
MSFS
1181
Main Street Financial Solutions
Pennsylvania
$263K -$192K -862 -42%
RPC
1182
Rossmore Private Capital
Connecticut
$260K – – –
WS
1183
Wedbush Securities
California
$260K -$576K -2,581 -69%
DWM
1184
Destination Wealth Management
California
$259K +$41.9K +188 +19%
CPIG
1185
Chicago Partners Investment Group
Illinois
$258K +$258K +1,156 New
Fisher Asset Management
1186
Fisher Asset Management
Washington
$258K -$92.2K -413 -26%
TSWM
1187
Tyler-Stone Wealth Management
Ohio
$256K +$153K +685 +148%
SIA
1188
Soltis Investment Advisors
Utah
$255K +$12.9K +58 +5%
CT
1189
Colonial Trust
South Carolina
$255K -$7.81K -35 -3%
SCP
1190
Sivia Capital Partners
California
$254K +$669 +3 +0.3%
SW
1191
Schulz Wealth
Texas
$253K – – –
SB
1192
Sunflower Bank
Texas
$253K +$36.4K +163 +17%
BA
1193
Bridgewater Associates
Connecticut
$253K -$762K -3,415 -75%
OWM
1194
OneAscent Wealth Management
Alabama
$252K +$252K +1,128 New
APP
1195
Avantax Planning Partners
Iowa
$252K -$184K -825 -42%
GBT
1196
Grove Bank & Trust
Florida
$249K +$23.4K +105 +10%
RTC
1197
Riverview Trust Company
Washington
$249K +$1.34K +6 +0.5%
PWP
1198
Principle Wealth Partners
Connecticut
$249K +$37K +166 +17%
ECM
1199
EagleClaw Capital Management
Massachusetts
$249K -$33.5K -150 -12%
WCM
1200
WealthBridge Capital Management
Ohio
$248K +$248K +1,113 New
46 47
48
49 50