MMC icon

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 %
Walleye Capital
676
Walleye Capital
New York
$1.54M -$2.22M -10,467 -59%
TH
677
TCTC Holdings
Texas
$1.53M +$6.8K +32 +0.4%
PA
678
Profund Advisors
Maryland
$1.53M -$123K -579 -7%
TSW
679
Thompson Siegel & Walmsley
Virginia
$1.52M -$1.7K -8 -0.1%
NSB
680
Norway Savings Bank
Maine
$1.52M -$7.22K -34 -0.5%
WA1
681
Wimmer Associates 1
California
$1.51M -$98.8K -465 -6%
LNB
682
Ledyard National Bank
$1.5M +$672K +3,164 +82%
DLA
683
Douglas Lane & Associates
New York
$1.49M +$466K +2,194 +46%
PA
684
Parallel Advisors
California
$1.49M -$11.7K -55 -0.8%
FPAS
685
Focus Partners Advisor Solutions
Missouri
$1.48M +$243K +1,142 +20%
RFP
686
RCS Financial Planning
Maryland
$1.47M – – –
BMCM
687
Bryn Mawr Capital Management
Pennsylvania
$1.45M -$79.2K -373 -5%
UBG
688
United Bank (Georgia)
Georgia
$1.44M +$103K +483 +8%
PBT
689
Pictet Bank & Trust
Bahamas
$1.42M +$1.42M +6,696 New
ST
690
Smithfield Trust
Pennsylvania
$1.42M – – –
GF
691
Gries Financial
Ohio
$1.42M +$107K +504 +8%
DA
692
Drake & Associates
Wisconsin
$1.42M +$746K +3,279 +111%
PGAM
693
Princeton Global Asset Management
New Jersey
$1.42M +$1.42M +6,668 New
SCM
694
Shelton Capital Management
Colorado
$1.4M – – –
BWAM
695
Boyd Watterson Asset Management
Ohio
$1.4M -$33.1K -156 -2%
EFS
696
Essex Financial Services
Connecticut
$1.38M +$658K +3,098 +91%
FIM
697
Freedom Investment Management
Connecticut
$1.38M +$23.2K +109 +2%
SAM
698
Smartleaf Asset Management
Massachusetts
$1.38M +$237K +1,117 +21%
CTA
699
Chesley Taft & Associates
Illinois
$1.37M -$196K -925 -13%
LI
700
LMCG Investments
Massachusetts
$1.37M -$46.7K -220 -3%
26 27
28
29 30