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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
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 %
NMIMC
526
Northwestern Mutual Investment Management Company
Wisconsin
$3.31M +$1.49K +7 +0%
VSQM
527
V-Square Quantitative Management
Illinois
$3.29M +$313K +1,472 +10%
KA
528
Kintegral Advisory
New York
$3.29M -$153K -722 -4%
BCM
529
Bayesian Capital Management
New York
$3.21M +$3.21M +15,125 New
ETC
530
Exchange Traded Concepts
Oklahoma
$3.2M +$78.6K +370 +3%
KWM
531
Kingsview Wealth Management
Oregon
$3.19M +$20K +94 +0.6%
VA
532
Vident Advisory
Georgia
$3.18M +$262K +1,234 +9%
AG
533
Algert Global
California
$3.15M -$39.3K -185 -1%
SDIC
534
South Dakota Investment Council
South Dakota
$3.11M – – –
SM
535
Sciencast Management
New Jersey
$3.04M +$384K +1,809 +14%
ET
536
Entropy Technologies
New York
$3.03M +$2.22M +10,473 +275%
NSEDCP
537
NJ State Employees Deferred Compensation Plan
New Jersey
$2.99M – – –
UHC
538
Union Heritage Capital
Michigan
$2.99M – – –
HWM
539
HB Wealth Management
Georgia
$2.98M +$295K +1,389 +11%
First Manhattan
540
First Manhattan
New York
$2.98M +$450K +2,118 +18%
AWM
541
Accurate Wealth Management
Florida
$2.98M -$21.3K -102 -0.7%
LA
542
Lindenwold Advisors
Pennsylvania
$2.98M -$202K -950 -6%
SLI
543
Sumitomo Life Insurance
Japan
$2.94M -$48.4K -228 -2%
UCFA
544
United Capital Financial Advisors
Texas
$2.92M -$33.8K -159 -1%
FCH
545
Freestone Capital Holdings
Washington
$2.91M -$11.7K -55 -0.4%
DWM
546
Dynasty Wealth Management
Florida
$2.9M +$146K +688 +5%
SFA
547
Souders Financial Advisors
Ohio
$2.9M -$1.04M -4,878 -26%
BIP
548
Bouvel Investment Partners
Pennsylvania
$2.89M +$32.5K +153 +1%
P
549
Pitcairn
Pennsylvania
$2.88M -$202K -949 -7%
CG
550
Caprock Group
Idaho
$2.88M +$63.9K +301 +2%
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