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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
Norges Bank
1
Norges Bank
Norway
$0
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$462M
3
BlackRock
3
BlackRock
New York
$9.28B
4
Assenagon Asset Management
4
Assenagon Asset Management
Luxembourg
$3.33M
5
Amundi
5
Amundi
France
$504M
Name Market Value Shares Shares
Change 		Shares
Change %
C
1376
Covestor
United Kingdom
$40K 179 +7 +4%
FFA
1377
Frazier Financial Advisors
Ohio
$39.8K 178 -27 -13%
FCA
1378
FinTrust Capital Advisors
South Carolina
$37.5K 168 – –
CH
1379
Canton Hathaway
Rhode Island
$37K 164 – –
CA
1380
Crewe Advisors
Utah
$36.6K 164 +4 +3%
HDIM
1381
Hanson & Doremus Investment Management
Vermont
$36K 163 -161 -50%
ACA
1382
Atlas Capital Advisors
Wyoming
$35.2K 158 – –
TCM
1383
Tradewinds Capital Management
Washington
$35K 157 – –
KC
1384
Kepos Capital
New York
$34K 151 -16 -10%
CAL
1385
Capital Analysts LLC
Pennsylvania
$34K 151 -9 -6%
GFPC
1386
Global Financial Private Client
Florida
$33.7K 151 +111 +278%
EWP
1387
Elevation Wealth Partners
California
$32.8K 147 – –
MAM
1388
Meeder Asset Management
Ohio
$32.8K 147 +17 +13%
NL
1389
NVWM LLC
Pennsylvania
$32.6K 146 +11 +8%
CIR
1390
Clear Investment Research
Georgia
$31.2K 139 – –
CCA
1391
Catalyst Capital Advisors
New York
$31K 139 +139 New
PCFFS
1392
Pacific Center for Financial Services
California
$30.3K 136 – –
SC
1393
Solstein Capital
California
$30.1K 135 – –
CPG
1394
Cornerstone Planning Group
New Jersey
$29.9K 135 -24 -15%
CHA
1395
Carmichael Hill & Associates
Maryland
$29K 130 +60 +86%
CTWM
1396
Cherry Tree Wealth Management
Minnesota
$28.8K 129 – –
PSB
1397
Piscataqua Savings Bank
New Hampshire
$28.8K 129 – –
ADL
1398
Asset Dedication LLC
California
$27.7K 124 +9 +8%
ITIM
1399
Indiana Trust & Investment Management
Indiana
$27.4K 123 – –
SS
1400
Sunbelt Securities
Texas
$26.3K 118 -14 -11%
54 55
56
57 58