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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 %
NYLIM
301
New York Life Investment Management
New York
$15.5M +$39.9K +188 +0.3%
PFSRSONJ
302
Police & Firemen's Retirement System of New Jersey
New Jersey
$15.3M +$15.3M +71,908 New
GC
303
Guggenheim Capital
Illinois
$15.2M -$2.65M -12,466 -15%
CIBC World Market
304
CIBC World Market
Ontario, Canada
$15.2M +$12.9M +60,495 +547%
APF
305
Alaska Permanent Fund
Alaska
$15M – – –
OAM
306
Oppenheimer Asset Management
New York
$14.8M +$62.4K +294 +0.4%
Brown Advisory
307
Brown Advisory
Maryland
$14.7M +$779K +3,669 +6%
YCM
308
Yousif Capital Management
Michigan
$14.5M -$366K -1,725 -2%
GF
309
Gabelli Funds
New York
$14.5M -$1.25M -5,900 -8%
BAAM
310
Baker Avenue Asset Management
California
$14.5M +$1.06K +5 +0%
WCF
311
West Coast Financial
California
$14.4M +$200K +941 +1%
Rockefeller Capital Management
312
Rockefeller Capital Management
New York
$14.4M +$1.06K +5 +0%
EI
313
Ethic Inc
New York
$14.4M +$2.55M +12,002 +22%
FBB
314
Fulton Breakefield Broenniman
Maryland
$14.3M -$91.1K -429 -0.6%
Public Employees Retirement Association of Colorado
315
Public Employees Retirement Association of Colorado
Colorado
$14M -$393K -1,851 -3%
GAM
316
Generali Asset Management
Italy
$14M +$14M +65,707 New
OCAM
317
Onex Canada Asset Management
Ontario, Canada
$14M -$2.96M -13,924 -17%
LCS
318
Levin Capital Strategies
New York
$13.9M +$292K +1,375 +2%
Daiwa Securities Group
319
Daiwa Securities Group
Japan
$13.7M +$908K +4,277 +7%
QT
320
Quantbot Technologies
New York
$13.7M -$1.17M -5,525 -8%
AWM
321
Apollon Wealth Management
South Carolina
$13.6M +$334K +1,573 +3%
JA
322
JLB & Associates
Michigan
$13.5M -$527K -2,482 -4%
Lido Advisors
323
Lido Advisors
California
$13.5M +$4.8M +22,589 +55%
WTB
324
Washington Trust Bank
Washington
$13.4M -$230K -1,084 -2%
SOADOR
325
State of Alaska Department of Revenue
Alaska
$13.4M -$435K -2,050 -3%
11 12
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