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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 %
CCA
1276
Cottonwood Capital Advisors
Utah
$202K +$202K +907 New
MWA
1277
Mills Wealth Advisors
Texas
$202K +$202K +905 New
4WM
1278
49 Wealth Management
Texas
$201K +$201K +902 New
NHC
1279
Nicholas Hoffman & Company
Georgia
$200K +$200K +898 New
KFS
1280
Kelly Financial Services
Massachusetts
$200K +$2.45K +11 +1%
ANBT
1281
American National Bank & Trust
Texas
$198K – – –
T
1282
TOBAM
France
$196K – – –
IBOK
1283
Independence Bank of Kentucky
Kentucky
$192K +$4.69K +21 +2%
CCM
1284
Chilton Capital Management
Texas
$186K +$7.36K +33 +4%
DJSG
1285
D.J. St. Germain
Massachusetts
$173K -$5.58K -25 -3%
ACM
1286
Aster Capital Management
United Arab Emirates
$167K +$167K +749 New
BGAI
1287
Bruce G. Allen Investments
Colorado
$158K -$8.03K -36 -5%
HWM
1288
Hemington Wealth Management
Virginia
$157K +$157K +720 New
WI
1289
Wintrust Investments
Illinois
$150K -$1.32M -5,947 -90%
RCM
1290
Raleigh Capital Management
North Carolina
$150K -$5.36K -24 -3%
MHR
1291
Matthew Hamilton Rosenberg
$144K – – –
PPA
1292
Painted Porch Advisors
California
$135K – – –
BWL
1293
Bogart Wealth LLC
Virginia
$130K – – –
ATS
1294
Ashton Thomas Securities
New York
$126K +$126K +563 New
AAG
1295
Armstrong Advisory Group
Massachusetts
$125K – – –
WTA
1296
Washington Trust Advisors
Massachusetts
$123K -$20.7K -93 -14%
VCM
1297
Versant Capital Management
Arizona
$121K +$13.6K +61 +13%
FHA
1298
First Horizon Advisors
Tennessee
$117K -$10K -45 -8%
FCM
1299
Fourpath Capital Management
Oklahoma
$115K -$110K -491 -49%
AIM
1300
Anchor Investment Management
South Carolina
$115K +$95.7K +429 +488%
50 51
52
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