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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 %
MWM
1276
Meridian Wealth Management
Kentucky
$217K +$17.4K +82 +9%
HWA
1277
HHM Wealth Advisors
Tennessee
$216K +$216K +1,018 New
RPWA
1278
Regent Peak Wealth Advisors
Georgia
$216K +$6.37K +30 +3%
HB
1279
Horizon Bancorp
Indiana
$216K -$1.91K -9 -0.9%
FIC
1280
Family Investment Center
Missouri
$215K -$7.43K -35 -3%
MSWM
1281
McGlone Suttner Wealth Management
Wisconsin
$215K +$4.67K +22 +2%
MAG
1282
Members Advisory Group
New York
$215K +$638 +3 +0.3%
DCM
1283
Dudley Capital Management
Virginia
$215K – – –
SPA
1284
Sherbrooke Park Advisers
New York
$214K +$214K +1,006 New
AFT
1285
Alpha Family Trust
California
$213K – – –
FWP
1286
FAS Wealth Partners
Kansas
$213K +$425 +2 +0.2%
CCG
1287
Cypress Capital Group
Florida
$212K -$195K -918 -48%
BA
1288
Bluesphere Advisors
Pennsylvania
$212K – – –
RWRC
1289
R.W. Roge & Company
New York
$212K – – –
CFO
1290
CVA Family Office
Colorado
$212K +$7.43K +35 +4%
AP
1291
Appleton Partners
Massachusetts
$211K +$4.03K +19 +2%
UFF
1292
USA Financial Formulas
Michigan
$211K -$155K -731 -42%
UW
1293
Unique Wealth
Florida
$211K +$15.9K +75 +8%
GWMR
1294
GC Wealth Management RIA
Massachusetts
$210K +$4.25K +20 +2%
WA
1295
WPG Advisers
Maryland
$209K +$209K +986 New
MAM
1296
McLean Asset Management
Virginia
$207K +$1.49K +7 +0.7%
RPGK
1297
Retirement Planning Group (Kansas)
Kansas
$207K +$207K +973 New
NCTC
1298
New Covenant Trust Company
Indiana
$205K -$5.51K -26 -3%
BPW
1299
Bingham Private Wealth
California
$205K +$205K +966 New
SWA
1300
Sax Wealth Advisors
New Jersey
$204K +$3.82K +18 +2%
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