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 %
SWA
1076
SOA Wealth Advisors
New York
$363K +$425 +2 +0.1%
TPW
1077
Talon Private Wealth
Florida
$363K – – –
DWA
1078
Douglass Winthrop Advisors
New York
$363K – – –
OP
1079
ORG Partners
Indiana
$363K +$72.9K +343 +25%
JFL
1080
Jarislowsky, Fraser Ltd
Quebec, Canada
$361K – – –
AAMC
1081
Asset Allocation & Management Company
Illinois
$361K +$361K +1,700 New
MC
1082
Moors & Cabot
Massachusetts
$359K +$6.16K +29 +2%
SWA
1083
Stratos Wealth Advisors
Ohio
$358K +$84.3K +397 +31%
IP
1084
Investment Partners
Ohio
$358K +$12.5K +59 +4%
LFG
1085
Lockerman Financial Group
California
$358K +$9.13K +43 +3%
TW
1086
TritonPoint Wealth
Maryland
$356K +$356K +1,676 New
KC
1087
Kinloch Capital
Virginia
$355K – – –
EW
1088
Evoke Wealth
California
$351K +$8.92K +42 +3%
FAFN
1089
First Affirmative Financial Network
Colorado
$350K -$34.6K -163 -9%
MWA
1090
Meridian Wealth Advisors
Texas
$349K +$637 +3 +0.2%
DWM
1091
Dechtman Wealth Management
Colorado
$347K +$212 +1 +0.1%
PCA
1092
Pallas Capital Advisors
Massachusetts
$345K +$83.5K +393 +32%
QIM
1093
Quantitative Investment Management
Virginia
$345K -$580K -2,731 -63%
NAAA
1094
New Age Alpha Advisors
New York
$345K +$325K +1,529 +1,644%
MW
1095
Members Wealth
Pennsylvania
$344K +$344K +1,504 New
RMDI
1096
R.M. Davis Inc
Maine
$344K -$9.35K -44 -3%
PMFA
1097
Plante Moran Financial Advisors
Michigan
$342K – – –
MSFP
1098
Mark Sheptoff Financial Planning
Connecticut
$342K – – –
PHAM
1099
Palisades Hudson Asset Management
Florida
$341K – – –
PW
1100
PUREfi Wealth
Massachusetts
$339K +$339K +1,598 New
42 43
44
45 46