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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 %
BIG
376
Builder Investment Group
Georgia
$8.35M -$21.2K -100 -0.3%
MWM
377
MinichMacGregor Wealth Management
New York
$8.32M +$313K +1,473 +4%
T. Rowe Price Investment Management
378
T. Rowe Price Investment Management
Maryland
$8.29M -$432M -2,032,238 -98%
GIBU
379
Gulf International Bank (UK)
United Kingdom
$8.23M -$79.7K -375 -1%
AF
380
Avanza Fonder
Sweden
$8.2M +$8.2M +38,582 New
IC
381
IEQ Capital
California
$8.18M +$1.22M +5,756 +18%
SPIA
382
Steward Partners Investment Advisory
New York
$8.16M +$255K +1,200 +3%
QCM
383
Quantinno Capital Management
New York
$8.07M +$1.38M +6,514 +21%
SCA
384
Stokes Capital Advisors
South Carolina
$8.06M +$148K +699 +2%
Envestnet Portfolio Solutions
385
Envestnet Portfolio Solutions
Illinois
$8.06M -$1.73M -8,153 -18%
MGWM
386
Marks Group Wealth Management
Minnesota
$7.89M -$218K -1,026 -3%
EWM
387
Executive Wealth Management
Michigan
$7.83M -$104K -491 -1%
BSI
388
Bennett Selby Investments
Maine
$7.76M +$10.2K +48 +0.1%
AIM
389
Achmea Investment Management
Netherlands
$7.61M -$6.93M -32,646 -48%
AS
390
Aware Super
Australia
$7.57M +$7.57M +35,634 New
AAF
391
Andra AP-fonden
Sweden
$7.54M +$6.29M +29,600 +502%
NA
392
NewEdge Advisors
Louisiana
$7.44M +$732K +3,448 +11%
P
393
&Partners
Tennessee
$7.41M +$2.51M +11,887 +51%
HF
394
HRT Financial
New York
$7.34M -$5.89M -27,727 -45%
CW
395
CreativeOne Wealth
Kansas
$7.23M +$4.2M +19,782 +139%
AAM
396
Auxier Asset Management
Oregon
$7.22M -$326K -1,535 -4%
KRS
397
Kentucky Retirement Systems
Kentucky
$7.18M -$98.8K -465 -1%
Financial Engines Advisors
398
Financial Engines Advisors
California
$7.18M +$6.54M +30,799 +1,030%
IIM
399
Ipswich Investment Management
Massachusetts
$7.14M -$31K -146 -0.4%
SFI
400
Siemens Fonds Invest
Germany
$7.13M +$456K +2,150 +7%
14 15
16
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