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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 %
APWM
1251
Anchor Pointe Wealth Management
Missouri
$234K +$234K +1,106 New
AWE
1252
Avidian Wealth Enterprises
Texas
$233K -$3.19K -15 -1%
BWP
1253
BSW Wealth Partners
Colorado
$232K +$1.49K +7 +0.6%
JCM
1254
Jacobi Capital Management
Pennsylvania
$232K +$24.9K +117 +12%
MCWA
1255
Meadow Creek Wealth Advisors
Georgia
$231K +$32.3K +152 +16%
WS
1256
Wedbush Securities
California
$230K -$17.4K -82 -7%
CCC
1257
Compass Capital Corp
Massachusetts
$230K +$230K +1,082 New
MA
1258
MONECO Advisors
Connecticut
$229K +$24K +113 +12%
ASG
1259
Ariston Services Group
California
$229K -$850 -4 -0.4%
AFP
1260
Alpha Financial Partners
Kentucky
$228K +$228K +1,073 New
CCA
1261
Cottonwood Capital Advisors
Utah
$227K +$34.2K +161 +18%
PP
1262
Patron Partners
Texas
$226K +$2.55K +12 +1%
TWM
1263
Trueblood Wealth Management
Ohio
$224K +$224K +1,054 New
MFIM
1264
Mesirow Financial Investment Management
Illinois
$223K +$21.2K +100 +11%
OWP
1265
Obermeyer Wealth Partners
Colorado
$222K +$4.67K +22 +2%
AA
1266
Advisory Alpha
Michigan
$222K +$12.5K +59 +6%
HCM
1267
HMS Capital Management
Tennessee
$222K – – –
TB
1268
Terril Brothers
Missouri
$221K +$221K +1,039 New
FC
1269
FORA Capital
Florida
$218K -$5.5M -25,906 -96%
LAM
1270
Longboard Asset Management
Arizona
$218K +$218K +1,028 New
MSFS
1271
Main Street Financial Solutions
Pennsylvania
$218K -$32.1K -151 -13%
BCG
1272
BayBridge Capital Group
California
$218K +$850 +4 +0.4%
MIC
1273
Means Investment Company
Maine
$217K +$212 +1 +0.1%
WF
1274
Wayfinding Financial
Washington
$217K +$217K +1,026 New
CCA
1275
Childress Capital Advisors
Texas
$217K -$425 -2 -0.2%
49 50
51
52 53