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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
$300M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
$203M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$4.78B
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
$372M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$462M
2
BlackRock
BlackRock
New York
$9.28B
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$3.33M
4
Amundi
Amundi
France
$504M
5
WP
Woodline Partners
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCG
1226
BayBridge Capital Group
California
$228K +$893 +4 +0.4%
MIC
1227
Means Investment Company
Maine
$228K +$223 +1 +0.1%
KWA
1228
Kingswood Wealth Advisors
California
$227K +$227K +1,019 New
FTIS
1229
First Trust Investment Solutions
Florida
$227K +$227K +1,019 New
APA
1230
Astoria Portfolio Advisors
New York
$227K -$900 -4 -0.4%
RPSA
1231
Richard P. Slaughter Associates
Texas
$226K +$2.9K +13 +1%
DCM
1232
Dudley Capital Management
Virginia
$225K – – –
MAG
1233
Members Advisory Group
New York
$225K +$893 +4 +0.4%
AFT
1234
Alpha Family Trust
California
$224K – – –
CW
1235
Code Waechter
Florida
$224K +$224K +1,003 New
FWP
1236
FAS Wealth Partners
Kansas
$224K +$446 +2 +0.2%
BA
1237
Bluesphere Advisors
Pennsylvania
$223K – – –
RWRC
1238
R.W. Roge & Company
New York
$223K – – –
NCTC
1239
New Covenant Trust Company
Indiana
$223K +$223K +994 New
PSP
1240
Principal Street Partners
Tennessee
$222K – – –
WDC
1241
Woodward Diversified Capital
California
$222K +$7.36K +33 +3%
KC
1242
Kingfisher Capital
North Carolina
$222K -$10.5K -47 -5%
MSWM
1243
McGlone Suttner Wealth Management
Wisconsin
$221K +$221K +989 New
RPWA
1244
Regent Peak Wealth Advisors
Georgia
$220K -$8.7K -39 -4%
AA
1245
Advisory Alpha
Michigan
$220K -$1.34K -6 -0.6%
BONST
1246
Bank of Nova Scotia Trust
Ontario, Canada
$219K +$1.79K +8 +0.8%
AP
1247
Appleton Partners
Massachusetts
$218K – – –
HWP
1248
Hibernia Wealth Partners
Louisiana
$218K -$6.69K -30 -3%
JCM
1249
Jacobi Capital Management
Pennsylvania
$217K +$217K +975 New
VCM
1250
Virtue Capital Management
Tennessee
$217K -$8.03K -36 -4%
48 49
50
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