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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 %
NAMNJ
726
NorthStar Asset Management (New Jersey)
New Jersey
$1.22M +$130K +613 +12%
PFG
727
Prosperity Financial Group
California
$1.22M +$45.9K +216 +4%
AFS
728
Access Financial Services
Minnesota
$1.22M +$1.22M +5,756 New
SAM
729
Shell Asset Management
Netherlands
$1.22M +$47.4K +223 +4%
GRP
730
Global Retirement Partners
California
$1.22M +$13.2K +62 +1%
IIC
731
Ironwood Investment Counsel
Arizona
$1.21M -$6.16K -29 -0.5%
EWM
732
Empirical Wealth Management
Washington
$1.21M +$9.56K +45 +0.8%
TAM
733
Trust Asset Management
Texas
$1.21M – – –
GS
734
GTS Securities
New York
$1.2M +$417K +1,962 +53%
KPP
735
Kings Path Partners
Texas
$1.19M – – –
AWM
736
Aries Wealth Management
Maine
$1.19M -$1.7K -8 -0.1%
CFAM
737
Center For Asset Management
Florida
$1.18M +$15.5K +73 +1%
UAML
738
US Asset Management LLC
Pennsylvania
$1.18M -$24.4K -115 -2%
FW
739
FullCircle Wealth
Texas
$1.18M -$36.5K -158 -3%
NRS
740
Neville Rodie & Shaw
New York
$1.18M – – –
VFA
741
Valeo Financial Advisors
Indiana
$1.17M +$27.8K +131 +2%
OC
742
Oppenheimer & Co
New York
$1.17M -$4.89K -23 -0.4%
DADC
743
D.A. Davidson & Co
Montana
$1.16M -$38.2K -180 -3%
TC
744
TwinBeech Capital
New York
$1.14M -$7.66M -36,059 -87%
DA
745
Dover Advisors
Virginia
$1.14M -$4.25K -20 -0.4%
KCM
746
Kathmere Capital Management
Pennsylvania
$1.14M -$76.9K -362 -6%
LWAM
747
Legacy Wealth Asset Management
Minnesota
$1.13M +$7.43K +35 +0.7%
WPA
748
West Paces Advisors
Georgia
$1.12M -$7.01K -33 -0.6%
SWP
749
Sagespring Wealth Partners
Tennessee
$1.12M +$1.12M +5,250 New
AFA
750
AA Financial Advisors
Ohio
$1.1M – – –
28 29
30
31 32