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Marsh & McLennan
MMC

Overview Fund Activity

1,514 hedge funds and large institutions have $95.3B invested in Marsh & McLennan in 2024 Q3 according to their latest regulatory filings, with 137 funds opening new positions, 620 increasing their positions, 496 reducing their positions, and 67 closing their positions.

Holders
1,514
Holders Change
+53
Holders Change %
+3.63%
% of All Funds
21.9%
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
620
Reduced
496
Closed
67
Calls
$359M
Puts
$355M
Net Calls
+$4.07M
Net Calls Change
-$202M

Top Buyers

1
Qube Research & Technologies (QRT)
1
Qube Research & Technologies (QRT)
United Kingdom
$300M
2
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$203M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$4.78B
4
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$372M
5
Manulife (Manufacturers Life Insurance)
5
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$201M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$462M
2
BlackRock
2
BlackRock
New York
$9.28B
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$3.33M
4
Amundi
4
Amundi
France
$504M
5
WP
5
Woodline Partners
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AGWCA
1326
Annis Gardner Whiting Capital Advisors
Florida
$88.6K 397 -356 -47%
HWA
1327
Heritage Wealth Advisors
Virginia
$86.5K 388 +47 +14%
SCA
1328
Stuart Chaussee & Associates
California
$83.4K 374 – –
EAM
1329
Empirical Asset Management
Massachusetts
$81.5K 17,808 +88 +0.5%
SSB
1330
Sandy Spring Bank
Maryland
$80.3K 360 – –
SCM
1331
Silvant Capital Management
Georgia
$79.9K 358 – –
BIC
1332
Beach Investment Counsel
Pennsylvania
$78K 350 – –
SWS
1333
SYSTM Wealth Solutions
Illinois
$76.5K 343 -33,242 -99%
DWA
1334
Dougherty Wealth Advisers
Minnesota
$74.5K 334 -21 -6%
MAM
1335
Morse Asset Management
Connecticut
$74.5K 334 +334 New
QC
1336
Quent Capital
New York
$73.3K 328 -32 -9%
WB
1337
Webster Bank
Connecticut
$73.2K 328 – –
AT
1338
Arlington Trust
Alabama
$73K 327 – –
HWM
1339
HighMark Wealth Management
Minnesota
$68.6K 308 – –
LCM
1340
Logan Capital Management
Pennsylvania
$67.4K 302 +4 +1%
CCC
1341
Chelsea Counsel Company
California
$66.9K 300 – –
GPI
1342
General Partner Inc
Pennsylvania
$66.5K 298 – –
AA
1343
Addison Advisors
Vermont
$64.7K 290 – –
DF
1344
Dunhill Financial
United Kingdom
$64.7K 290 +2 +0.7%
TCA
1345
Trifecta Capital Advisors
Illinois
$64.5K 289 -61 -17%
CSC
1346
Caldwell Sutter Capital
California
$63.8K 286 -3 -1%
PCTC
1347
Perkins Coie Trust Company
Washington
$63.8K 286 – –
FFO
1348
Fortitude Family Office
Arizona
$63.6K 285 +45 +19%
GEA
1349
Glen Eagle Advisors
New Jersey
$63.4K 284 – –
OA
1350
Operose Advisors
Wisconsin
$62.7K 281 +41 +17%
52 53
54
55 56