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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 %
PWMG
1401
Private Wealth Management Group
New Jersey
$25.2K 113 -2 -2%
RFG
1402
REAP Financial Group
Texas
$24.5K 110 -1 -0.9%
KFI
1403
Key Financial Inc
Pennsylvania
$23.6K 106 +3 +3%
PCWA
1404
Pacific Capital Wealth Advisors
California
$23.6K 106 +5 +5%
JIP
1405
Jaffetilchin Investment Partners
Florida
$23.6K 106 +106 New
LI
1406
LRI Investments
Florida
$23.5K 106 +28 +36%
SC
1407
Steph & Co
Wisconsin
$23.4K 105 – –
CYG
1408
Clean Yield Group
Vermont
$23.4K 105 +20 +24%
AWM
1409
Abound Wealth Management
Tennessee
$23.1K 104 -1 -1%
PFG
1410
Peterson Financial Group
Iowa
$22.7K 102 +102 New
CTA
1411
Colonial Trust Advisors
South Carolina
$22.3K 100 – –
SIC
1412
SJS Investment Consulting
Ohio
$21.2K 95 +65 +217%
W
1413
WealthCollab
Washington
$21.2K 95 – –
AS
1414
Altshuler Shaham
Israel
$20.7K 93 -7 -7%
NAAA
1415
New Age Alpha Advisors
New York
$20.7K 93 +93 New
NFSG
1416
Newbridge Financial Services Group
Florida
$20.7K 93 +6 +7%
DIP
1417
DT Investment Partners
Pennsylvania
$20.1K 90 +61 +210%
SGC
1418
Slocum, Gordon & Co
Rhode Island
$20.1K 90 – –
MFT
1419
Moisand Fitzgerald Tamayo
Florida
$19.9K 89 – –
WWP
1420
WR Wealth Planners
Missouri
$19.2K 86 -8 -9%
OC
1421
Oakworth Capital
Alabama
$19K 85 – –
AP
1422
Atwood & Palmer
Missouri
$18.1K 81 – –
FPFS
1423
First Personal Financial Services
North Carolina
$17.8K 80 – –
VWM
1424
Valley Wealth Managers
New Jersey
$17.8K 80 – –
DWM
1425
Darwin Wealth Management
Florida
$17.8K 80 +80 New
55 56
57
58 59