MMC icon

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 %
FPF
1426
First Pacific Financial
Washington
$17.7K 79 – –
AT
1427
Avalon Trust
New Mexico
$17.4K 78 -60 -43%
SIS
1428
Sound Income Strategies
Florida
$17.2K 77 +2 +3%
GG
1429
Gleason Group
Kentucky
$16.9K 76 +1 +1%
AIM
1430
Arcadia Investment Management
Michigan
$16.5K 74 – –
GIA
1431
GHP Investment Advisors
Colorado
$16.1K 72 +67 +1,340%
SVCP
1432
Silicon Valley Capital Partners
California
$15.9K 71 – –
AP
1433
Aspect Partners
Virginia
$15.6K 70 – –
CAM
1434
Creekmur Asset Management
Illinois
$15.6K 70 – –
SC
1435
Stephens Consulting
Michigan
$15.2K 68 -12 -15%
TWD
1436
True Wealth Design
Ohio
$14.5K 65 -20 -24%
FMB
1437
Field & Main Bank
Kentucky
$14.5K 65 – –
OWP
1438
ORG Wealth Partners
Texas
$14.5K 65 +65 New
LWMI
1439
Legacy Wealth Management (Idaho)
Idaho
$14.4K 64 +64 New
LIS
1440
Legacy Investment Solutions
Idaho
$14.4K 64 +64 New
TLA
1441
Tanglewood Legacy Advisors
Texas
$13.6K 61 – –
PK
1442
Pflug Koory
Nebraska
$13.6K 61 +61 New
PCM
1443
Perritt Capital Management
Illinois
$13.6K 61 – –
NCM
1444
Northwest Capital Management
Oregon
$12.9K 58 – –
SIC
1445
Salem Investment Counselors
North Carolina
$12.7K 57 +12 +27%
CFD
1446
Creative Financial Designs
Indiana
$12.7K 57 +37 +185%
EWM
1447
Evermay Wealth Management
Virginia
$12.3K 55 – –
HGERS
1448
Householder Group Estate & Retirement Specialist
Arizona
$12K 56 – –
CAS
1449
Coppell Advisory Solutions
Texas
$11.2K 50 -27 -35%
MWM
1450
Mascoma Wealth Management
New Hampshire
$11.2K 50 – –
56 57
58
59 60