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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 %
MCA
1451
Maryland Capital Advisors
Maryland
$11K 50 +50 New
AW
1452
Avion Wealth
Texas
$11K 50 +6 +14%
WCM
1453
Westend Capital Management
California
$10.7K 48 +48 New
RDFA
1454
Ritter Daniher Financial Advisory
Ohio
$10K 45 – –
HWM
1455
Horizons Wealth Management
North Carolina
$9.82K 44 – –
ETS
1456
ESL Trust Services
New York
$9.59K 43 -60 -58%
RTL
1457
Red Tortoise LLC
Georgia
$9.59K 43 – –
FWM
1458
FSA Wealth Management
Massachusetts
$9.37K 42 +42 New
CT
1459
Coastline Trust
Rhode Island
$9.37K 42 +42 New
BL
1460
BFSG LLC
California
$8.7K 39 – –
VWA
1461
Valued Wealth Advisors
Utah
$8.03K 36 +6 +20%
TFM
1462
TFC Financial Management
Massachusetts
$8.03K 36 +2 +6%
MIA
1463
MeadowBrook Investment Advisors
Michigan
$8.03K 36 – –
TFGT
1464
TS Financial Group (TSFG)
Illinois
$8K 34 – –
GWSG
1465
GPS Wealth Strategies Group
Colorado
$7.83K 35 +3 +9%
CCMI
1466
Creative Capital Management Investments
California
$7.81K 35 – –
NSIM
1467
North Star Investment Management
Illinois
$7.81K 35 +17 +94%
CT
1468
Clearstead Trust
Maine
$7.59K 34 -21 -38%
RWA
1469
Redmont Wealth Advisors
Illinois
$7.36K 33 – –
DPW
1470
DiNuzzo Private Wealth
Pennsylvania
$7.14K 32 +1 +3%
CJ
1471
Caitlin John
Michigan
$6.77K 30 -54 -64%
WIM
1472
Westside Investment Management
California
$6.74K 30 – –
LWANC
1473
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.69K 30 – –
AAP
1474
Arax Advisory Partners
Colorado
$6.56K 29 +3 +12%
TC
1475
Tacita Capital
Ontario, Canada
$6.47K 29 – –
57 58
59
60 61