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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 %
AWE
1201
Avidian Wealth Enterprises
Texas
$248K +$3.35K +15 +1%
WB
1202
WesBanco Bank
West Virginia
$247K -$8.7K -39 -3%
BMO
1203
Beck Mack & Oliver
New York
$245K -$4.46K -20 -2%
FH
1204
FWG Holdings
Florida
$245K – – –
WMA
1205
Wealth Management Associates
New Jersey
$245K – – –
Nomura Holdings
1206
Nomura Holdings
Japan
$245K -$1.35M -6,035 -85%
CBB
1207
Citizens Business Bank
California
$245K +$245K +1,096 New
BWP
1208
BSW Wealth Partners
Colorado
$242K +$11.8K +53 +5%
ASG
1209
Ariston Services Group
California
$242K – – –
JWCA
1210
J.W. Cole Advisors
Florida
$241K -$1.56K -7 -0.6%
VFA
1211
Voya Financial Advisors
Connecticut
$237K -$60.9K -272 -20%
PWP
1212
PrairieView Wealth Partners
Illinois
$237K +$13.4K +60 +6%
MC
1213
Middleton & Co
Massachusetts
$236K – – –
C
1214
CEDRUS
Colorado
$235K +$12.3K +55 +6%
PP
1215
Patron Partners
Texas
$234K -$44.4K -199 -16%
MAWA
1216
Moss Adams Wealth Advisors
Washington
$234K +$234K +1,047 New
FIC
1217
Family Investment Center
Missouri
$234K – – –
NCFG
1218
New Century Financial Group
New Jersey
$233K +$18.3K +82 +9%
COCM
1219
Charter Oak Capital Management
New Hampshire
$233K – – –
HCM
1220
HMS Capital Management
Tennessee
$233K – – –
ABC
1221
Associated Banc-Corp
Wisconsin
$232K +$232K +1,042 New
ARC
1222
Advisor Resource Council
Texas
$232K +$232K +1,039 New
HB
1223
Horizon Bancorp
Indiana
$229K +$3.35K +15 +1%
OWP
1224
Obermeyer Wealth Partners
Colorado
$228K – – –
CCA
1225
Childress Capital Advisors
Texas
$228K +$1.79K +8 +0.8%
47 48
49
50 51