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Marsh & McLennan
MMC

Overview Fund Activity

1,605 hedge funds and large institutions have $106B invested in Marsh & McLennan in 2025 Q1 according to their latest regulatory filings, with 177 funds opening new positions, 619 increasing their positions, 556 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,605
Holders Change
+46
Holders Change %
+2.95%
% of All Funds
21.81%
Holding in Top 10
36
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+80%
% of All Funds
0.49%
New
177
Increased
619
Reduced
556
Closed
98
Calls
$112M
Puts
$97.4M
Net Calls
+$14.4M
Net Calls Change
+$16.3M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$3.13B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$1.61B
3
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$579M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$5.41B
5
Bank of America
5
Bank of America
North Carolina
$1.74B

Top Sellers

1
Amundi
1
Amundi
France
$373M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$2.08B
3
AIM
3
Alphinity Investment Management
Australia
$202M
4
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$106M
5
Assenagon Asset Management
5
Assenagon Asset Management
Luxembourg
$3.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
Principal Financial Group
76
Principal Financial Group
Iowa
$205M +$879K +3,600 +0.4%
AIM
77
Alphinity Investment Management
Australia
$202M -$391M -1,600,289 -66%
D.E. Shaw & Co
78
D.E. Shaw & Co
New York
$197M +$113M +461,843 +134%
Natixis Advisors
79
Natixis Advisors
Massachusetts
$196M +$3.91M +16,022 +2%
MBI
80
Montrusco Bolton Investments
Quebec, Canada
$195M +$17M +71,820 +10%
Nordea Investment Management
81
Nordea Investment Management
Sweden
$190M -$22.6M -92,522 -11%
RG
82
Rathbones Group
United Kingdom
$188M +$28M +114,817 +18%
CGPCS
83
Capital Group Private Client Services
California
$187M -$6.28M -25,745 -3%
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$183M -$57M -233,583 -24%
MG
85
Markel Group
Virginia
$181M +$1.95M +8,000 +1%
Mackenzie Financial
86
Mackenzie Financial
Ontario, Canada
$178M -$9.47M -38,799 -5%
EIP
87
Epoch Investment Partners
New York
$176M +$35.8M +146,644 +26%
Lord, Abbett & Co
88
Lord, Abbett & Co
New Jersey
$163M – – –
AssetMark Inc
89
AssetMark Inc
California
$161M -$2.19M -8,962 -1%
Swedbank
90
Swedbank
Sweden
$159M +$90.7M +371,870 +133%
Prudential Financial
91
Prudential Financial
New Jersey
$156M +$37.4M +153,385 +32%
Universal-Beteiligungs- und Servicegesellschaft
92
Universal-Beteiligungs- und Servicegesellschaft
Germany
$154M +$17.5M +71,829 +13%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$153M -$10.2M -41,969 -6%
Renaissance Technologies
94
Renaissance Technologies
New York
$151M +$28.3M +115,900 +23%
WorldQuant Millennium Advisors
95
WorldQuant Millennium Advisors
New York
$147M -$3.07M -12,570 -2%
CIM
96
CCLA Investment Management
United Kingdom
$147M +$12.9M +52,827 +10%
PNC Financial Services Group
97
PNC Financial Services Group
Pennsylvania
$145M +$1.93M +7,910 +1%
Citigroup
98
Citigroup
New York
$140M +$59.4M +243,329 +73%
Credit Agricole
99
Credit Agricole
France
$139M -$25.3M -103,636 -15%
AQR Capital Management
100
AQR Capital Management
Connecticut
$135M +$33.4M +136,959 +33%
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4
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