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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 %
NRD
651
Nebula Research & Development
New York
$1.72M +$1.01M +4,732 +140%
EWM
652
Evercore Wealth Management
New York
$1.72M -$457K -2,153 -21%
CFG
653
Citizens Financial Group
Rhode Island
$1.72M -$2.55K -12 -0.1%
MAS
654
Meeder Advisory Services
Ohio
$1.71M +$19.3K +91 +1%
CA
655
Clearstead Advisors
Ohio
$1.7M -$53.1K -250 -3%
HT
656
Headlands Technologies
Illinois
$1.69M -$6.59K -31 -0.4%
CIA
657
Concurrent Investment Advisors
Florida
$1.69M +$222K +1,043 +15%
RWP
658
RWA Wealth Partners
Massachusetts
$1.67M +$3.4K +16 +0.2%
PP
659
PDT Partners
New York
$1.67M +$850 +4 +0.1%
LIA
660
LS Investment Advisors
Michigan
$1.65M -$54.4K -256 -3%
LF
661
Lantz Financial
Illinois
$1.64M -$1.27K -6 -0.1%
ICP
662
Impact Capital Partners
Colorado
$1.64M +$1.64M +7,715 New
MWM
663
Mission Wealth Management
California
$1.64M -$132K -621 -7%
CSIC
664
Clifford Swan Investment Counsel
California
$1.62M -$8.5K -40 -0.5%
SC
665
Syon Capital
California
$1.62M -$108K -510 -6%
PA
666
PFG Advisors
Arizona
$1.61M -$76.7K -361 -5%
MTC
667
Matrix Trust Company
Colorado
$1.61M +$34.4K +162 +2%
VWM
668
Venturi Wealth Management
Texas
$1.59M -$43.8K -206 -3%
IA
669
IFP Advisors
Florida
$1.58M +$949K +4,468 +151%
BHPW
670
Beverly Hills Private Wealth
California
$1.57M -$37.6K -177 -2%
RZH
671
Relyea Zuckerberg Hanson
Connecticut
$1.56M -$7.65K -36 -0.5%
CC
672
Courier Capital
New York
$1.56M -$570K -2,684 -27%
WPC
673
Wedmont Private Capital
Pennsylvania
$1.55M +$23.6K +113 +2%
MCM
674
MAI Capital Management
Ohio
$1.54M +$27.4K +129 +2%
MSA
675
MUFG Securities Americas
New York
$1.54M +$1.54M +7,251 New
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