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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
20.76%
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
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$400M
2
Amundi
Amundi
France
+$385M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$232M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$172M
5
Franklin Resources
Franklin Resources
California
+$163M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$432M
2
Bank of America
Bank of America
North Carolina
-$178M
3
Parnassus Investments
Parnassus Investments
California
-$150M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$148M
5
MBI
Montrusco Bolton Investments
Quebec, Canada
-$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
551
Prana Capital Management
Connecticut
$2.88M +$2.88M +13,562 New
RWA
552
River Wealth Advisors
Pennsylvania
$2.87M -$79.2K -373 -3%
LFG
553
Larson Financial Group
Missouri
$2.86M +$377K +1,777 +15%
HFS
554
Hantz Financial Services
Michigan
$2.82M -$848K -3,994 -23%
SF
555
Summit Financial
New Jersey
$2.77M +$78.6K +370 +3%
MF
556
Magnetar Financial
Illinois
$2.73M -$3.25M -15,314 -54%
KB
557
Kimelman & Baird
New York
$2.72M -$21.2K -100 -0.8%
BLC
558
Brown, Lisle/Cummings
Rhode Island
$2.72M – – –
MMA
559
Miracle Mile Advisors
California
$2.72M -$126K -594 -4%
GSC
560
G&S Capital
Colorado
$2.7M -$54.4K -256 -2%
IWA
561
Icon Wealth Advisors
Texas
$2.7M +$12.3K +58 +0.5%
PAG
562
Private Advisor Group
New Jersey
$2.69M -$302K -1,421 -10%
PTC
563
Private Trust Company
Ohio
$2.67M +$8.5K +40 +0.3%
LOAMS
564
Lombard Odier Asset Management (Switzerland)
Switzerland
$2.67M +$243K +1,142 +10%
VT
565
Vise Technologies
New York
$2.66M +$675K +3,178 +34%
OBAM
566
ODDO BHF Asset Management
France
$2.66M +$472K +2,223 +22%
Cambridge Investment Research Advisors
567
Cambridge Investment Research Advisors
Iowa
$2.65M +$22.5K +106 +0.9%
MNBTD
568
Moody National Bank Trust Division
Texas
$2.63M -$140K -658 -5%
HIC
569
Hartline Investment Corp
Illinois
$2.61M -$318K -1,498 -11%
BF
570
BOK Financial
Oklahoma
$2.6M +$48.5K +232 +2%
FT
571
Fiduciary Trust
Massachusetts
$2.58M -$158K -744 -6%
HSA
572
HBK Sorce Advisory
Pennsylvania
$2.57M -$58.6K -276 -2%
PGCM
573
Prescott Group Capital Management
Oklahoma
$2.56M – – –
CCM
574
Coldstream Capital Management
Washington
$2.54M +$90.7K +427 +4%
TC
575
TownSquare Capital
Utah
$2.5M +$346K +1,631 +16%
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