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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 %
WTC
326
WhitTier Trust Company
Nevada
$13.3M +$599K +2,819 +5%
AAS
327
Annex Advisory Services
Wisconsin
$13.2M +$558K +2,626 +4%
ROC
328
Running Oak Capital
Minnesota
$13.2M +$1.15M +5,422 +10%
NAM
329
Nissay Asset Management
Japan
$13M -$294K -1,375 -2%
HTIM
330
Harbour Trust & Investment Management
Indiana
$13M +$186K +874 +1%
CIS
331
Capital International Sarl
California
$12.8M +$2.02M +9,487 +19%
FAB
332
First American Bank
Illinois
$12.8M +$119K +562 +0.9%
Wealthfront Advisers
333
Wealthfront Advisers
California
$12.7M +$748K +3,521 +6%
SWIG
334
Strategic Wealth Investment Group
Kentucky
$12.6M -$133K -625 -1%
MOACM
335
Mutual of America Capital Management
New York
$12.5M -$366K -1,721 -3%
VPIM
336
Vanguard Personalized Indexing Management
California
$12M +$354K +1,666 +3%
ACIM
337
Azimuth Capital Investment Management
Michigan
$12M +$224K +1,055 +2%
CI Investments Inc
338
CI Investments Inc
Ontario, Canada
$11.9M +$859K +4,046 +8%
Luther King Capital Management (LKCM)
339
Luther King Capital Management (LKCM)
Texas
$11.7M -$542K -2,550 -4%
GC
340
Gillson Capital
Illinois
$11.3M +$11.3M +53,070 New
BCI
341
Brinker Capital Investments
Pennsylvania
$11.3M -$44.4K -209 -0.4%
OPS
342
Orion Portfolio Solutions
Nebraska
$11.3M -$44.4K -209 -0.4%
CWM
343
Calamos Wealth Management
Illinois
$11.1M +$2.72M +12,824 +33%
Wealth Enhancement Advisory Services
344
Wealth Enhancement Advisory Services
Minnesota
$10.9M +$571K +2,690 +6%
PF
345
Phoenix Financial
Israel
$10.9M +$660K +3,107 +6%
Mirae Asset Global Investments
346
Mirae Asset Global Investments
South Korea
$10.9M +$543K +2,546 +5%
HVIA
347
Hudson Valley Investment Advisors
New York
$10.6M -$88.8K -418 -0.8%
BIM
348
Bridges Investment Management
Nebraska
$10.5M +$1.08M +5,066 +11%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$10.4M +$87.7K +415 +0.9%
UBP
350
Union Bancaire Privee
Switzerland
$10.4M +$10.4M +49,597 New
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