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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 %
QCG
626
Quadrant Capital Group
Ohio
$1.94M -$8.92K -42 -0.5%
MGIA
627
Moneta Group Investment Advisors
Missouri
$1.94M +$24.9K +117 +1%
RAM
628
Readystate Asset Management
Illinois
$1.93M +$1.59M +7,464 +454%
GC
629
Grimes & Company
Massachusetts
$1.93M -$51.8K -244 -3%
SC
630
Savant Capital
Illinois
$1.92M +$65.8K +310 +4%
AWS
631
Atria Wealth Solutions
New York
$1.91M +$90.3K +425 +5%
JFG
632
Jefferies Financial Group
New York
$1.91M +$1.91M +8,975 New
I
633
InceptionR
California
$1.91M +$1.14M +5,347 +147%
UF
634
Univest Financial
Pennsylvania
$1.89M -$84.8K -399 -4%
QI
635
Qtron Investments
Massachusetts
$1.88M -$191K -900 -9%
ASN
636
Advisory Services Network
Georgia
$1.88M +$107K +502 +6%
BTWM
637
Brass Tax Wealth Management
Ohio
$1.86M +$1.06K +5 +0.1%
BJL
638
Brighton Jones LLC
Washington
$1.86M +$629K +2,960 +51%
A
639
AlphaQuest
New York
$1.86M -$1.16M -5,448 -38%
HH
640
Hilltop Holdings
Texas
$1.85M +$65.4K +308 +4%
CWM
641
Congress Wealth Management
Massachusetts
$1.85M +$1.09M +5,142 +145%
DBIA
642
Dumont & Blake Investment Advisors
New Jersey
$1.84M -$251K -1,180 -12%
RWB
643
RMR Wealth Builders
New Jersey
$1.83M -$8.07K -38 -0.4%
TPCW
644
TD Private Client Wealth
New York
$1.83M +$72.2K +340 +4%
WF
645
Welch & Forbes
Massachusetts
$1.83M -$973K -4,580 -35%
Walleye Trading
646
Walleye Trading
New York
$1.79M +$1.51M +7,116 +552%
CNC
647
Citizens & Northern Corp
Pennsylvania
$1.76M +$85.8K +404 +5%
IA
648
IAM Advisory
Pennsylvania
$1.75M +$37K +174 +2%
WA
649
Wealth Alliance
New York
$1.75M -$33.1K -156 -2%
FNT
650
First National Trust
Pennsylvania
$1.72M -$15.5K -73 -0.9%
24 25
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