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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
+$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 %
IGAM
601
iA Global Asset Management
Quebec, Canada
$2.26M +$575K +2,709 +34%
MUAMU
602
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.23M – – –
BCWM
603
Bartlett & Co Wealth Management
Ohio
$2.21M +$223K +1,052 +11%
HBT
604
Hills Bank & Trust
Iowa
$2.2M +$84.5K +398 +4%
WSFS
605
Wilmington Savings Fund Society
Delaware
$2.2M +$361K +1,699 +20%
WAP
606
Wealthcare Advisory Partners
Pennsylvania
$2.19M +$2.12K +10 +0.1%
Capstone Investment Advisors
607
Capstone Investment Advisors
New York
$2.18M +$2.13M +10,005 +3,706%
GT
608
Greenleaf Trust
Michigan
$2.17M -$7.22K -34 -0.3%
CAAS
609
Capital Asset Advisory Services
Michigan
$2.14M +$18.8K +89 +0.9%
RFC
610
Regions Financial Corp
Alabama
$2.14M -$110K -516 -5%
LNWWM
611
Laird Norton Wetherby Wealth Management
California
$2.13M -$100K -471 -4%
CK
612
Cohen Klingenstein
New York
$2.12M – – –
PS
613
Pensionfund Sabic
Netherlands
$2.12M +$637K +3,000 +43%
DWA
614
Delap Wealth Advisory
Oregon
$2.12M +$88.4K +416 +4%
PA
615
Pinnacle Associates
New York
$2.12M +$693K +3,262 +49%
MJRIC
616
Mogy Joel R Investment Counsel
California
$2.1M +$565K +2,662 +37%
BP
617
Ballentine Partners
Massachusetts
$2.08M +$122K +574 +6%
OTL
618
Oak Thistle LLC
New York
$2.07M +$1.61M +7,573 +351%
EBT
619
Enterprise Bank & Trust
Massachusetts
$2.06M +$4.25K +20 +0.2%
TAM
620
Tealwood Asset Management
Minnesota
$2.05M -$4.25K -20 -0.2%
VRM
621
Vectors Research Management
New York
$2.02M -$54.4K -256 -3%
S
622
SignatureFD
Georgia
$2.02M -$25.1K -118 -1%
FRA
623
Front Row Advisors
California
$2M – – –
CCG
624
Chatham Capital Group
Georgia
$1.98M -$39.3K -185 -2%
RWM
625
Ritholtz Wealth Management
New York
$1.95M -$19.1K -90 -1%
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