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Marsh & McLennan
MMC

Overview Fund Activity

1,559 hedge funds and large institutions have $94.1B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 493 reducing their positions, and 108 closing their positions.

Holders
1,559
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
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
493
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 %
Artisan Partners
26
Artisan Partners
Wisconsin
$740M +$906K +4,266 +0.1%
Wells Fargo
27
Wells Fargo
California
$736M +$48.2M +226,961 +7%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$698M +$15.3M +71,990 +2%
JIM
29
Jensen Investment Management
Oregon
$646M -$2.18M -10,280 -0.3%
ClearBridge Investments
30
ClearBridge Investments
New York
$643M -$26.2M -123,278 -4%
Invesco
31
Invesco
Georgia
$601M +$54.9M +258,384 +10%
Charles Schwab
32
Charles Schwab
California
$593M +$18.8M +88,496 +3%
Lazard Asset Management
33
Lazard Asset Management
New York
$581M -$68.3M -321,773 -11%
Primecap Management
34
Primecap Management
California
$580M -$29M -136,415 -5%
NLI
35
Nippon Life Insurance
Japan
$557M – – –
LP
36
Longview Partners
Guernsey
$544M -$22.9M -107,749 -4%
Barclays
37
Barclays
United Kingdom
$532M +$56.3M +265,023 +12%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$520M +$55.6M +261,807 +12%
AIM
39
Alphinity Investment Management
Australia
$516M -$18.3M -86,209 -3%
Capital Research Global Investors
40
Capital Research Global Investors
California
$514M +$3.07M +14,432 +0.6%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$475M -$2.31M -10,872 -0.5%
Stifel Financial
42
Stifel Financial
Missouri
$473M +$400M +1,883,146 +551%
Janus Henderson Group
43
Janus Henderson Group
United Kingdom
$439M -$22.4M -105,641 -5%
AC
44
AKO Capital
United Kingdom
$438M +$19M +89,594 +5%
Dimensional Fund Advisors
45
Dimensional Fund Advisors
Texas
$431M +$15.2M +71,493 +4%
BG
46
Bahl & Gaynor
Ohio
$405M -$5.16M -24,286 -1%
Robeco Institutional Asset Management
47
Robeco Institutional Asset Management
Netherlands
$356M +$4.97M +23,395 +1%
Koshinski Asset Management
48
Koshinski Asset Management
Illinois
$352M -$5.1M -24 -1%
Acadian Asset Management
49
Acadian Asset Management
Massachusetts
$333M -$21.4M -100,848 -6%
Impax Asset Management Group
50
Impax Asset Management Group
United Kingdom
$328M -$55.3M -261,439 -14%
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