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 %
EIA
701
Edgemoor Investment Advisors
Maryland
$1.37M – – –
FTWA
702
Fifth Third Wealth Advisors
Ohio
$1.37M +$363K +1,708 +36%
PS
703
Principal Securities
Iowa
$1.36M +$84.3K +397 +7%
MC
704
Machina Capital
France
$1.36M -$97.7K -460 -7%
FCP
705
Fidelis Capital Partners
Florida
$1.36M -$126K -574 -8%
CCA
706
Checchi Capital Advisers
California
$1.35M +$8.92K +42 +0.7%
TCM
707
Teza Capital Management
Illinois
$1.34M -$7.19M -33,839 -84%
EB
708
Exchange Bank
California
$1.33M – – –
S
709
SimplyRich
California
$1.33M +$21.7K +102 +2%
HCM
710
Highview Capital Management
Illinois
$1.32M +$33.1K +156 +3%
VVP
711
Venture Visionary Partners
Ohio
$1.32M -$17.6K -83 -1%
FWCM
712
Ferguson Wellman Capital Management
Oregon
$1.31M -$10.2K -48 -0.8%
CWP
713
Concord Wealth Partners
Virginia
$1.31M +$16.6K +78 +1%
AC
714
AXQ Capital
New Jersey
$1.3M -$813K -3,829 -38%
EWM
715
Elmwood Wealth Management
California
$1.3M +$850 +4 +0.1%
CAMV
716
Concord Asset Management (Virginia)
Virginia
$1.28M +$17.8K +84 +1%
ATPW
717
Ashton Thomas Private Wealth
Arizona
$1.28M +$729K +3,432 +131%
OAM
718
Ostrum Asset Management
France
$1.28M +$551K +2,594 +76%
FCA
719
Fortis Capital Advisors
Kansas
$1.27M +$400K +1,756 +46%
DWT
720
Dorsey & Whitney Trust
South Dakota
$1.26M -$59.9K -282 -5%
AI
721
AXS Investments
New York
$1.26M +$36.1K +170 +3%
PGFC
722
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$30.8K -145 -2%
MOS
723
MGO One Seven
Ohio
$1.24M +$200K +940 +19%
LI
724
Louisbourg Investments
New Brunswick, Canada
$1.24M +$497K +3,300 +67%
DDC
725
DF Dent & Co
Maryland
$1.22M +$10.4K +49 +0.9%
27 28
29
30 31