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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 %
USB
1301
Union Savings Bank
Connecticut
$114K +$2.45K +11 +2%
NS
1302
NBC Securities
Alabama
$114K -$8.67K -39 -7%
TF
1303
Tompkins Financial
New York
$112K -$25.9K -116 -19%
QL
1304
Quarry LP
New York
$111K +$76.7K +344 +223%
NFA
1305
Northwest Financial Advisors
Virginia
$111K +$111K +496 New
TFIPS
1306
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K +$22.3K +100 +26%
EBA
1307
Eagle Bay Advisors
New York
$105K +$892 +4 +0.9%
SL
1308
Salomon & Ludwin
Virginia
$104K -$4.69K -21 -4%
NECFA
1309
New England Capital Financial Advisors
Connecticut
$102K – – –
JGIA
1310
Jackson Grant Investment Advisers
Connecticut
$102K +$446 +2 +0.4%
HIA
1311
Harbor Investment Advisory
Maryland
$102K -$446 -2 -0.4%
HC
1312
Hara Capital
Washington
$101K +$101K +453 New
ICM
1313
Islay Capital Management
Texas
$100K – – –
CPBTD
1314
Central Pacific Bank - Trust Division
Hawaii
$100K – – –
PAI
1315
Pittenger & Anderson Inc
Nebraska
$100K – – –
MCM
1316
MV Capital Management
Maryland
$99.9K +$7.81K +35 +8%
KA
1317
Kozak & Associates
Colorado
$98.9K +$3.88K +17 +4%
TCOV
1318
Trust Company of Vermont
Vermont
$97.5K +$12.3K +55 +14%
TIM
1319
Tortoise Investment Management
New York
$95.3K +$9.37K +42 +11%
Parallax Volatility Advisers
1320
Parallax Volatility Advisers
California
$95.3K +$95.3K +427 New
GSEP
1321
Golden State Equity Partners
California
$93.7K -$130K -581 -58%
MSWM
1322
Mowery & Schoenfeld Wealth Management
Illinois
$92.1K – – –
DFA
1323
DHJJ Financial Advisors
Illinois
$91.5K – – –
JFGIW
1324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$89.9K +$23.4K +105 +35%
AA
1325
Ancora Advisors
Ohio
$89K +$892 +4 +1%
51 52
53
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