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 %
AW
1101
Alteri Wealth
California
$339K +$339K +1,595 New
CAM
1102
Carret Asset Management
New York
$338K – – –
ACC
1103
Acorn Creek Capital
Colorado
$338K +$425 +2 +0.1%
TWA
1104
TCI Wealth Advisors
Arizona
$337K -$55.7K -262 -14%
TTWM
1105
TCV Trust & Wealth Management
Virginia
$337K – – –
CM
1106
Capital Management
Virginia
$336K – – –
FFP
1107
FourThought Financial Partners
Florida
$336K +$336K +1,579 New
AA
1108
Alta Advisers
United Kingdom
$335K +$24.4K +115 +8%
CTC
1109
Central Trust Company
Missouri
$335K -$3.82K -18 -1%
B
1110
Bailard
California
$333K +$7.01K +33 +2%
SAI
1111
Savvy Advisors Inc
New York
$333K -$296K -1,395 -47%
PFA
1112
Pure Financial Advisors
California
$331K -$226K -1,066 -41%
TWP
1113
Tyche Wealth Partners
Texas
$330K +$42.1K +198 +15%
TM
1114
TigerOak Management
New Mexico
$330K +$330K +1,553 New
OWM
1115
OneAscent Wealth Management
Alabama
$328K +$88.2K +415 +37%
DA
1116
Detalus Advisors
Missouri
$327K – – –
VC
1117
Veracity Capital
Georgia
$326K -$2.97K -14 -0.9%
SW
1118
SlateStone Wealth
Florida
$325K -$9.34K -44 -3%
FWA
1119
FSM Wealth Advisors
Ohio
$324K +$24.9K +115 +8%
SGI
1120
Summit Global Investments
Utah
$323K -$2.76K -13 -0.8%
VF
1121
Virtu Financial
New York
$322K -$2.38M -11,238 -88%
NFC
1122
Northeast Financial Consultants
Connecticut
$322K – – –
FH
1123
FWG Holdings
Florida
$321K +$78.7K +359 +32%
ECM
1124
ExodusPoint Capital Management
New York
$321K -$3.35M -15,752 -91%
JWWM
1125
Johnson & White Wealth Management
Pennsylvania
$320K +$320K +1,515 New
43 44
45
46 47