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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 %
SC
1426
Solstein Capital
California
$28.7K – – –
CTWM
1427
Cherry Tree Wealth Management
Minnesota
$28K +$637 +3 +2%
PSB
1428
Piscataqua Savings Bank
New Hampshire
$27.4K – – –
ADL
1429
Asset Dedication LLC
California
$26.3K – – –
SS
1430
Sunbelt Securities
Texas
$25K – – –
CA
1431
Crewe Advisors
Utah
$23.6K -$11.3K -53 -32%
CIAM
1432
Caitong International Asset Management
Hong Kong
$23.4K +$23.4K +110 New
RFG
1433
REAP Financial Group
Texas
$23.4K – – –
KFI
1434
Key Financial Inc
Pennsylvania
$22.5K – – –
CYG
1435
Clean Yield Group
Vermont
$22.3K – – –
CAS
1436
Coppell Advisory Solutions
Texas
$22K +$11.4K +54 +108%
CAL
1437
Capital Analysts LLC
Pennsylvania
$22K -$9.64K -46 -30%
BOJHT
1438
Bank of Jackson Hole Trust
Wyoming
$21.5K +$21.5K +101 New
AWM
1439
Abound Wealth Management
Tennessee
$21.3K -$854 -4 -4%
CTA
1440
Colonial Trust Advisors
South Carolina
$21.2K – – –
W
1441
WealthCollab
Washington
$20.2K – – –
HNW
1442
High Note Wealth
Minnesota
$20.2K +$20.2K +95 New
AS
1443
Altshuler Shaham
Israel
$20K +$212 +1 +1%
NFSG
1444
Newbridge Financial Services Group
Florida
$19.7K – – –
B
1445
Birchbrook
Maine
$19.5K +$19.5K +92 New
DIP
1446
DT Investment Partners
Pennsylvania
$19.1K – – –
SGC
1447
Slocum, Gordon & Co
Rhode Island
$19.1K – – –
MFT
1448
Moisand Fitzgerald Tamayo
Florida
$18.9K – – –
WWP
1449
WR Wealth Planners
Missouri
$18.7K +$425 +2 +2%
MMCM
1450
Murphy & Mullick Capital Management
New York
$18.7K +$18.7K +88 New
56 57
58
59 60