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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 %
AHC
1551
Anderson Hoagland & Co
Missouri
– – -1,280 Closed
TC
1552
TradeLink Capital
Illinois
– – -1,200 Closed
MIA
1553
MainStreet Investment Advisors
Illinois
– – -1,171 Closed
IWA
1554
IBEX Wealth Advisors
New Jersey
– – -1,127 Closed
CGA
1555
Crescent Grove Advisors
Illinois
– – -1,092 Closed
WF
1556
Wayfinding Financial
Washington
– – -1,021 Closed
AG
1557
AlTi Global
New York
– – -982 Closed
TWP
1558
Triad Wealth Partners
Kansas
– – -865 Closed
TFF
1559
The Family Firm
Maryland
– – -794 Closed
GI
1560
Gradient Investments
Minnesota
– – -735 Closed
OWA
1561
Opal Wealth Advisors
New York
– – -698 Closed
BC
1562
Belmont Capital
California
– – -225 Closed
WIA
1563
Wetzel Investment Advisors
Indiana
– – -220 Closed
SOW
1564
State of Wyoming
Wyoming
– – -150 Closed
VNA
1565
Valley National Advisers
Pennsylvania
– – -133 Closed
RFG
1566
RFP Financial Group
Georgia
– – -106 Closed
FFA
1567
First Foundation Advisors
California
– – -99 Closed
SP
1568
SWS Partners
Ohio
– – -79 Closed
CBT
1569
Central Bank & Trust
Kentucky
– – -65 Closed
PCMC
1570
Planning Capital Management Corporation
Pennsylvania
– – -55 Closed
FIM
1571
FWL Investment Management
Texas
– – -52 Closed
LIA
1572
Lynx Investment Advisory
District of Columbia
– – -50 Closed
CWM
1573
Cedar Wealth Management
California
– – -49 Closed
RWPA
1574
Richard W. Paul & Associates
Michigan
– – -24 Closed
FW
1575
Fairway Wealth
Ohio
– – -23 Closed
60 61 62
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