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Marsh & McLennan
MMC

Overview Fund Activity

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.77%
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
494
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 %
Kovitz Investment Group Partners
276
Kovitz Investment Group Partners
Illinois
$18.3M +$15.9M +74,902 +674%
CRC
277
Curi RMB Capital
Illinois
$18M +$2.92M +13,733 +19%
RPI
278
Railway Pension Investments
United Kingdom
$17.8M – – –
PI
279
PGGM Investments
Netherlands
$17.8M -$1.17M -5,499 -6%
PCA
280
Private Capital Advisors
Connecticut
$17.6M -$350K -1,648 -2%
WAS
281
Wesleyan Assurance Society
United Kingdom
$17.4M -$956K -4,500 -5%
OPCM
282
Osborne Partners Capital Management
California
$17.4M -$10.8K -51 -0.1%
URS
283
Utah Retirement Systems
Utah
$17.4M +$42.5K +200 +0.2%
AA
284
ALPS Advisors
Colorado
$17.2M -$14.4K -68 -0.1%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$17.2M +$305K +1,434 +2%
IIM
286
INTECH Investment Management
Florida
$17.1M -$797K -3,752 -4%
Man Group
287
Man Group
United Kingdom
$17.1M -$3.61M -16,990 -17%
SWM
288
Segment Wealth Management
Texas
$16.9M +$92.8K +437 +0.6%
FMI
289
Factory Mutual Insurance
Massachusetts
$16.9M – – –
SW
290
SVB Wealth
Massachusetts
$16.7M +$16.7M +78,679 New
ACA
291
Aptus Capital Advisors
Alabama
$16.7M +$2M +9,421 +14%
TIP
292
Torray Investment Partners
Maryland
$16.5M – – –
CWM
293
CIBC World Markets
New York
$16.5M -$3.79M -17,858 -19%
X
294
Xponance
Pennsylvania
$16.4M -$3.31M -15,594 -17%
GAM
295
Gotham Asset Management
New York
$16.1M +$12.9M +60,920 +410%
MSE
296
MUFG Securities EMEA
United Kingdom
$15.9M +$15.9M +75,000 New
IUHSA
297
Itau Unibanco Holding S.A.
Brazil
$15.9M +$15.9M +75,000 New
LCI
298
L1 Capital International
Australia
$15.9M +$2.95M +13,898 +23%
NPT
299
Nixon Peabody Trust
Massachusetts
$15.8M +$61K +287 +0.4%
Mirae Asset Global ETFs Holdings
300
Mirae Asset Global ETFs Holdings
Hong Kong
$15.5M +$1.02M +4,816 +7%
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