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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 %
CGL
876
Clarius Group LLC
Washington
$687K -$87.7K -413 -11%
PAM
877
Parvin Asset Management
South Dakota
$686K +$686K +3,230 New
CAMG
878
CWA Asset Management Group
Florida
$685K -$637 -3 -0.1%
CIC
879
Chilton Investment Company
Connecticut
$684K +$32.3K +152 +5%
WFPG
880
Waller Financial Planning Group
Ohio
$680K +$2.34K +11 +0.3%
DSC
881
Duncker Streett & Co
Missouri
$680K – – –
SI
882
Sava Infond
Slovenia
$680K +$680K +3,200 New
RS
883
R Squared
Hong Kong
$678K +$678K +3,190 New
BFA
884
Bill Few Associates
Pennsylvania
$670K -$3.61K -17 -0.5%
OFG
885
OmniStar Financial Group
North Carolina
$670K -$8.29K -39 -1%
DWM
886
Defined Wealth Management
Oregon
$669K +$1.06K +5 +0.2%
MA
887
Mutual Advisors
Nebraska
$669K +$45.6K +211 +7%
GIA
888
Gateway Investment Advisers
Ohio
$663K -$46.7K -220 -7%
TWM
889
Thrive Wealth Management
Pennsylvania
$662K -$3.61K -17 -0.5%
PCH
890
PGIM Custom Harvest
New Jersey
$659K +$188K +883 +40%
HCM
891
Howard Capital Management
Georgia
$658K +$31.4K +148 +5%
WPW
892
Waldron Private Wealth
Pennsylvania
$658K -$19.3K -91 -3%
NWAG
893
Net Worth Advisory Group
Utah
$658K +$1.06K +5 +0.2%
DIM
894
Delta Investment Management
California
$654K +$23.2K +109 +4%
FIA
895
Foundations Investment Advisors
Arizona
$651K -$19.5K -92 -3%
BW
896
Bison Wealth
Georgia
$651K +$185K +869 +40%
SWP
897
Stratos Wealth Partners
Ohio
$649K +$5.52K +26 +0.9%
AWA
898
Aaron Wealth Advisors
Illinois
$648K +$26.3K +124 +4%
CIA
899
Capital Investment Advisors
Georgia
$647K -$16.8K -79 -3%
VC
900
Vicus Capital
Pennsylvania
$646K +$325K +1,529 +101%
34 35
36
37 38