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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 %
FP
1301
Fiduciary Planning
Florida
$204K +$1.91K +9 +0.9%
SC
1302
Stance Capital
Massachusetts
$203K +$203K +956 New
BA
1303
Bristlecone Advisors
Washington
$202K – – –
SVWAG
1304
Sound View Wealth Advisors Group
Georgia
$202K +$202K +949 New
RP
1305
Riverwater Partners
Wisconsin
$201K -$212 -1 -0.1%
ANBT
1306
American National Bank & Trust
Texas
$195K +$6.16K +29 +3%
HC
1307
Hara Capital
Washington
$192K +$96.2K +453 +100%
PPA
1308
Painted Porch Advisors
California
$190K +$61.6K +290 +48%
AF
1309
Advisornet Financial
Minnesota
$185K -$188K -885 -50%
IBOK
1310
Independence Bank of Kentucky
Kentucky
$183K – – –
CCM
1311
Chilton Capital Management
Texas
$177K – – –
FA
1312
Fedenia Advisers
Wisconsin
$177K +$177K +833 New
HWM
1313
Hemington Wealth Management
Virginia
$163K +$10.2K +48 +7%
DJSG
1314
D.J. St. Germain
Massachusetts
$160K -$5.31K -25 -3%
PCFFS
1315
Pacific Center for Financial Services
California
$160K +$131K +615 +452%
NWM
1316
Nova Wealth Management
Florida
$158K +$158K +746 New
VCM
1317
Versant Capital Management
Arizona
$158K +$42.9K +202 +37%
CCA
1318
Catalyst Capital Advisors
New York
$154K +$125K +587 +422%
BGAI
1319
Bruce G. Allen Investments
Colorado
$151K +$425 +2 +0.3%
LC
1320
Lavaca Capital
Texas
$149K +$149K +700 New
T
1321
TOBAM
France
$148K -$39.2K -184 -21%
RCM
1322
Raleigh Capital Management
North Carolina
$140K -$2.55K -12 -2%
WI
1323
Wintrust Investments
Illinois
$139K -$3.59K -17 -3%
MHR
1324
Matthew Hamilton Rosenberg
$137K – – –
SS
1325
SBI Securities
Japan
$136K +$136K +642 New
51 52
53
54 55