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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
20.77%
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 %
MSG
1526
Main Street Group
Virginia
$3.61K – – –
LIM
1527
Longfellow Investment Management
Massachusetts
$3.61K – – –
AIC
1528
Archer Investment Corporation
Indiana
$3.4K – – –
GA
1529
GoalVest Advisory
New York
$3.4K +$3.4K +16 New
BTD
1530
BankPlus Trust Department
Mississippi
$3.4K +$3.4K +16 New
HWP
1531
Highline Wealth Partners
California
$3.19K -$2.55K -12 -44%
CWM
1532
Crowley Wealth Management
Delaware
$3.19K +$3.19K +15 New
PWA
1533
Principia Wealth Advisory
Texas
$3.19K +$3.19K +15 New
FP
1534
Financial Perspectives
Minnesota
$2.56K – – –
API
1535
Asset Planning Inc
California
$2.55K +$2.55K +12 New
NC
1536
NewSquare Capital
Pennsylvania
$2.55K +$2.55K +12 New
PS
1537
PayPay Securities
Japan
$2.55K +$2.55K +12 New
RAM
1538
Riggs Asset Management
Pennsylvania
$2.54K – – –
WW
1539
Winnow Wealth
Texas
$2.16K +$2.16K +11 New
HBW
1540
Hazlett, Burt & Watson
West Virginia
$2K -$3.25K -13 -62%
CI
1541
Clal Insurance
Israel
$2K +$2K +8 New
MAS
1542
MPWM Advisory Solutions
Georgia
$1.91K +$1.91K +9 New
BFPW
1543
BOK Financial Private Wealth
Colorado
$1.7K +$1.7K +8 New
LAM
1544
Lummis Asset Management
Texas
$1.7K – – –
CIA
1545
Cape Investment Advisory
Georgia
$1.7K +$1.7K +8 New
FG
1546
Fairman Group
Pennsylvania
$1.27K -$1.49K -7 -54%
PWM
1547
Parkworth Wealth Management
California
$1.27K +$1.27K +6 New
1IA
1548
1620 Investment Advisors
Massachusetts
$1.2K – – –
WCM
1549
WealthTrak Capital Management
Virginia
$1.06K +$1.06K +5 New
RPA
1550
Redwood Park Advisors
California
$1.06K +$1.06K +5 New
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