MMC icon

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
Stifel Financial
Missouri
$473M
2
Amundi
Amundi
France
$861M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$236M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02B
5
Franklin Resources
Franklin Resources
California
$197M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$8.29M
2
Bank of America
Bank of America
North Carolina
$1.38B
3
Parnassus Investments
Parnassus Investments
California
$758M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.32B
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
476
Axxcess Wealth Management
California
$4.58M -$42.7K -201 -0.9%
BHCM
477
Brevan Howard Capital Management
Jersey
$4.51M +$273K +1,287 +6%
MIF
478
Mediolanum International Funds
Ireland
$4.49M +$4.49M +21,214 New
CI
479
Conning Inc
Connecticut
$4.45M +$78.4K +369 +2%
EL
480
Essex LLC
Illinois
$4.42M -$259K -1,220 -6%
NB
481
Norinchukin Bank
Japan
$4.41M +$249K +1,173 +6%
OAC
482
OMERS Administration Corp
Ontario, Canada
$4.37M +$742K +3,495 +20%
SAM
483
Sompo Asset Management
Japan
$4.31M -$210K -990 -5%
RC
484
RBF Capital
California
$4.25M – – –
OIA
485
OneDigital Investment Advisors
Kansas
$4.23M +$1.07M +5,018 +34%
LI
486
Lafayette Investments
Maryland
$4.23M -$34K -160 -0.8%
PAS
487
Park Avenue Securities
New York
$4.22M +$1.56M +7,351 +59%
BWP
488
Burling Wealth Partners
Illinois
$4.2M +$4.2M +19,775 New
ATC
489
Argent Trust Co
Tennessee
$4.17M +$17K +80 +0.4%
TCA
490
Transcend Capital Advisors
New Jersey
$4.13M +$24.6K +116 +0.6%
OAM
491
Occidental Asset Management
California
$4.11M +$330K +1,555 +9%
GI
492
GAMCO Investors
Connecticut
$4.1M -$31.9K -150 -0.8%
SEM
493
Suncoast Equity Management
Florida
$4.08M +$94.7K +446 +2%
PCG
494
Prosperity Consulting Group
Maryland
$4.04M +$307K +1,444 +8%
FBT
495
First Bankers Trust
Kentucky
$4.04M +$46.5K +219 +1%
CWP
496
Cyndeo Wealth Partners
Florida
$4M +$129K +609 +3%
AM
497
AGF Management
Ontario, Canada
$4M -$730K -3,438 -15%
MCB
498
Morton Community Bank
Illinois
$3.92M +$29.7K +140 +0.8%
WIA
499
World Investment Advisors
California
$3.87M +$212K +998 +6%
N
500
Natixis
France
$3.8M -$66.6M -313,652 -95%
18 19
20
21 22