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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 %
JIC
1151
Joel Isaacson & Co
New York
$302K -$7.43K -35 -2%
CA
1152
Claro Advisors
Massachusetts
$302K +$23.8K +112 +9%
WWS
1153
Wellington Wealth Strategies
Indiana
$301K +$301K +1,304 New
MLRA
1154
Main Line Retirement Advisors
Montana
$301K +$212 +1 +0.1%
AAS
1155
Ameritas Advisory Services
Nebraska
$301K +$301K +1,417 New
ESB
1156
Essex Savings Bank
Connecticut
$301K -$4.25K -20 -1%
EHC
1157
Everett Harris & Co
California
$300K +$12.3K +58 +4%
FDCP
1158
Foster Dykema Cabot & Partners
Massachusetts
$298K – – –
CWP
1159
Capital Wealth Planning
Florida
$297K -$41.6K -196 -12%
SGWM
1160
Sterling Group Wealth Management
California
$297K -$37.4K -176 -11%
MPPW
1161
Mitchell & Pahl Private Wealth
Oklahoma
$297K -$27.8K -131 -9%
PCM
1162
Pointe Capital Management
Michigan
$296K +$4.67K +22 +2%
CH
1163
Cromwell Holdings
Wyoming
$295K – – –
VCA
1164
Verdence Capital Advisors
Maryland
$293K +$28.9K +136 +11%
TSWM
1165
Tyler-Stone Wealth Management
Ohio
$293K +$49.1K +231 +20%
RCP
1166
Rothschild Capital Partners
New York
$293K +$293K +1,380 New
VCP
1167
Verus Capital Partners
Arizona
$292K -$66.7K -314 -19%
MPI
1168
Mairs & Power Inc
Minnesota
$292K – – –
KFC
1169
Klingenstein Fields & Co
New York
$291K – – –
HFM
1170
Harvest Fund Management
China
$291K -$164K -773 -36%
CA
1171
Continuum Advisory
Idaho
$291K +$20.6K +97 +8%
SFS
1172
Stiles Financial Services
Minnesota
$290K +$17.4K +82 +6%
MW
1173
Marcum Wealth
Ohio
$289K -$425 -2 -0.1%
HCM
1174
Hollencrest Capital Management
California
$287K – – –
RHJA
1175
Rice Hall James & Associates
California
$287K – – –
45 46
47
48 49