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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 %
CI
401
CX Institutional
Indiana
$7.05M +$808K +3,805 +13%
IMRF
402
Illinois Municipal Retirement Fund
Illinois
$6.95M – – –
BFG
403
Bleakley Financial Group
New Jersey
$6.93M +$518K +2,440 +8%
BAM
404
Bell Asset Management
Australia
$6.9M +$764K +3,595 +12%
Northwestern Mutual Wealth Management
405
Northwestern Mutual Wealth Management
Wisconsin
$6.8M -$149K -703 -2%
QCM
406
Qsemble Capital Management
New York
$6.79M +$5.48M +25,792 +416%
CM
407
Churchill Management
California
$6.76M -$64.1K -302 -0.9%
UM
408
UniSuper Management
Australia
$6.75M +$1.57M +7,376 +30%
BP
409
BNP Paribas
France
$6.7M +$1.59M +7,475 +31%
TRCT
410
Tower Research Capital (TRC)
New York
$6.66M +$2.51M +11,806 +60%
TVWM
411
Tower View Wealth Management
Wisconsin
$6.61M +$58.2K +274 +0.9%
KCG
412
Kinsale Capital Group
Virginia
$6.54M +$802K +3,774 +14%
ORI
413
Oak Ridge Investments
Illinois
$6.51M +$361K +1,701 +6%
HIMCH
414
Hartford Investment Management Co (HIMCO)
Connecticut
$6.47M -$160K -752 -2%
1832 Asset Management
415
1832 Asset Management
Ontario, Canada
$6.41M -$27.5M -129,428 -81%
ZB
416
Zions Bancorporation
Utah
$6.37M +$1.35M +6,360 +27%
MGP
417
Metis Global Partners
California
$6.21M +$1.06M +4,980 +21%
SF
418
Synovus Financial
Georgia
$6.15M -$212K -1,000 -3%
AAS
419
Avantax Advisory Services
Texas
$6.11M +$342K +1,612 +6%
Bessemer Group
420
Bessemer Group
New Jersey
$6.09M -$20.8K -98 -0.3%
GLF
421
Groupe la Francaise
France
$6.09M +$6.09M +28,721 New
NB
422
NBT Bank
New York
$6.09M -$167K -784 -3%
Vontobel Holding
423
Vontobel Holding
Switzerland
$6.03M +$360K +1,697 +6%
CPA
424
Capital Planning Advisors
California
$6.03M +$538K +2,532 +10%
Focus Partners Wealth
425
Focus Partners Wealth
Massachusetts
$6.02M +$1.27M +5,990 +27%
15 16
17
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