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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 %
ME
1476
McIlrath & Eck
Washington
$6.47K 29 – –
HWP
1477
Highline Wealth Partners
California
$6.02K 27 +17 +170%
HFS
1478
HBC Financial Services
Washington
$6K 28 +28 New
TFA
1479
Toth Financial Advisory
Virginia
$5.58K 25 -30 -55%
CWA
1480
Carolina Wealth Advisors
South Carolina
$5.58K 25 +25 New
RWM
1481
Ruedi Wealth Management
Illinois
$5.35K 24 -24 -50%
PWA
1482
Provenance Wealth Advisors
Florida
$5.35K 24 – –
HBW
1483
Hazlett, Burt & Watson
West Virginia
$5K 21 – –
TCM
1484
TD Capital Management
Tennessee
$4.7K 21 +21 New
WWM
1485
Wolff Wiese Magana
California
$4.46K 20 – –
FNWA
1486
Financial Network Wealth Advisors
Utah
$4.46K 20 +4 +25%
MSG
1487
Main Street Group
Virginia
$3.79K 17 -6 -26%
LIM
1488
Longfellow Investment Management
Massachusetts
$3.79K 17 – –
OLVIG
1489
Oliver Lagore Vanvalin Investment Group
Michigan
$3.79K 17 – –
HF
1490
Halpern Financial
Virginia
$3.57K 16 – –
AIC
1491
Archer Investment Corporation
Indiana
$3.57K 16 – –
FG
1492
Fairman Group
Pennsylvania
$2.9K 13 – –
RAM
1493
Riggs Asset Management
Pennsylvania
$2.68K 12 – –
FP
1494
Financial Perspectives
Minnesota
$2.68K 12 +12 New
RS
1495
Rakuten Securities
Japan
$2.45K 11 -19 -63%
IAIM
1496
International Assets Investment Management
Florida
$1.92K 427,764 +426,425 +31,847%
LAM
1497
Lummis Asset Management
Texas
$1.79K 8 – –
VAMG
1498
Voisard Asset Management Group
Michigan
$1.56K 7 +7 New
JFG
1499
JDM Financial Group
Texas
$1.56K 7 +7 New
SFCL
1500
Strengthening Families & Communities LLC
Massachusetts
$1.34K 6 – –
58 59
60
61 62