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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 Holding Trade Value Shares
Change 		Shares
Change %
DCP
1351
DSM Capital Partners
Florida
$61.1K – – –
Capstone Investment Advisors
1352
Capstone Investment Advisors
New York
$60.2K -$311K -1,396 -84%
VIA
1353
Virtus Investment Advisers
Connecticut
$59.3K – – –
RFS
1354
Richardson Financial Services
Massachusetts
$58K +$1.06K +5 +2%
HGA
1355
Hobbs Group Advisors
South Carolina
$57.1K – – –
FMP
1356
Financial Management Professionals
Texas
$57K +$224 +1 +0.4%
RA
1357
Rise Advisors
New York
$56.2K +$223 +1 +0.4%
Loomis, Sayles & Company
1358
Loomis, Sayles & Company
Massachusetts
$54K +$672 +3 +1%
IHWM
1359
Iron Horse Wealth Management
Iowa
$53.5K +$10K +45 +23%
SC
1360
SouthState Corp
Florida
$49.3K – – –
GKIM
1361
GW&K Investment Management
Massachusetts
$49K +$6.21K +28 +15%
CA
1362
CoreCap Advisors
Michigan
$48.6K +$48.6K +218 New
SHIM
1363
Stone House Investment Management
Pennsylvania
$47.7K – – –
NRG
1364
Nemes Rush Group
Michigan
$47.6K – – –
JWA
1365
JFS Wealth Advisors
Pennsylvania
$47.1K +$892 +4 +2%
BSB
1366
Bangor Savings Bank
Maine
$46K +$46K +206 New
FUBT
1367
First United Bank & Trust
Maryland
$45.7K – – –
RL
1368
Rogco LP
Oklahoma
$45.1K +$1.34K +6 +3%
S
1369
Sachetta
Massachusetts
$44.8K -$2.01K -9 -4%
HNB
1370
Hilltop National Bank
Wyoming
$44.8K -$3.79K -17 -8%
CAL
1371
Capital Advisors Ltd
Ohio
$44K – – –
BIA
1372
Bell Investment Advisors
California
$43.9K – – –
RI
1373
Ridgewood Investments
New Jersey
$43.1K – – –
IFS
1374
Intelligent Financial Strategies
Minnesota
$42.2K – – –
CPA
1375
Capital Performance Advisors
California
$40.8K +$40.8K +183 New
53 54
55
56 57