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Marsh & McLennan
MMC

Overview Fund Activity

1,559 hedge funds and large institutions have $94.1B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 493 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
493
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$473M
2
Amundi
2
Amundi
France
$861M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$236M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.02B
5
Franklin Resources
5
Franklin Resources
California
$197M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$8.29M
2
Bank of America
2
Bank of America
North Carolina
$1.38B
3
Parnassus Investments
3
Parnassus Investments
California
$758M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$1.32B
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$21.3M +$727K +3,426 +4%
CS
252
Candriam SCA
Luxembourg
$21.3M +$8.59M +40,425 +68%
Creative Planning
253
Creative Planning
Kansas
$21.2M +$240K +1,128 +1%
FGP
254
Freestone Grove Partners
California
$21.1M +$21.1M +99,473 New
PP
255
Prudential plc
United Kingdom
$20.8M +$9.38M +44,145 +82%
Bank Julius Baer & Co
256
Bank Julius Baer & Co
Switzerland
$20.6M +$612K +2,612 +3%
SC
257
Scotia Capital
Ontario, Canada
$20.5M +$2.83M +13,312 +16%
Commonwealth Equity Services
258
Commonwealth Equity Services
Massachusetts
$20.3M -$419K -1,974 -2%
UIM
259
USS Investment Management
United Kingdom
$20.2M -$556K -2,616 -3%
TWC
260
TD Waterhouse Canada
Ontario, Canada
$20.2M +$1.75M +8,246 +10%
QCM
261
QRG Capital Management
Illinois
$20.1M -$541K -2,549 -3%
CIC
262
Carnegie Investment Counsel
Ohio
$20M +$948K +4,465 +5%
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$20M +$2.51M +11,820 +14%
Cetera Investment Advisers
264
Cetera Investment Advisers
Illinois
$19.7M +$6.78M +31,897 +53%
SA
265
Sanctuary Advisors
Indiana
$19.4M +$524K +2,374 +3%
DC
266
Davenport & Co
Virginia
$19.3M +$2.51M +11,804 +15%
CLOS
267
Compagnie Lombard Odier SCmA
Switzerland
$19.3M +$4.27M +20,120 +28%
Arrowstreet Capital
268
Arrowstreet Capital
Massachusetts
$19M +$19M +89,642 New
AI
269
Atria Investments
North Carolina
$18.9M +$1.04M +4,902 +6%
II
270
IFM Investors
Australia
$18.8M -$1.71M -8,057 -8%
ACM
271
Aquatic Capital Management
Illinois
$18.7M +$372K +1,752 +2%
SMDAM
272
Sumitomo Mitsui DS Asset Management
Japan
$18.6M +$606K +2,855 +3%
MAM
273
Martingale Asset Management
Massachusetts
$18.4M -$1.17M -5,490 -6%
BS
274
Banco Santander
Spain
$18.4M +$1.12M +5,253 +6%
Kovitz Investment Group Partners
275
Kovitz Investment Group Partners
Illinois
$18.3M +$15.9M +74,902 +674%
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