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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
$473M
2
Amundi
Amundi
France
$861M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$236M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.02B
5
Franklin Resources
Franklin Resources
California
$197M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$8.29M
2
Bank of America
Bank of America
North Carolina
$1.38B
3
Parnassus Investments
Parnassus Investments
California
$758M
4
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$1.32B
5
MBI
Montrusco Bolton Investments
Quebec, Canada
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
CTB
1551
Country Trust Bank
Illinois
$1.06K -$212 -1 -17%
WA
1552
WestEnd Advisors
North Carolina
$1.06K +$212 +1 +25%
SMAM
1553
Sugar Maple Asset Management
Wisconsin
$1.06K +$1.06K +5 New
TC
1554
Truvestments Capital
Florida
$1.06K +$1.06K +5 New
TFA
1555
Transamerica Financial Advisors
Florida
$1K -$500 -1 -33%
WTFG
1556
Wood Tarver Financial Group
Idaho
$1K +$1K +9 New
WBC
1557
West Branch Capital
Massachusetts
$850 – – –
AWM
1558
Activest Wealth Management
Florida
$850 +$850 +4 New
VHAM
1559
Van Hulzen Asset Management
California
$638 +$638 +3 New
YDMI
1560
Y.D. More Investments
Israel
$353 +$193 +332 +121%
Point72 Asset Management
1561
Point72 Asset Management
Connecticut
– -$23.5M -105,372 Closed
ADEF
1562
Adams Diversified Equity Fund
Maryland
– -$19.9M -89,200 Closed
SBH
1563
Segall Bryant & Hamill
Illinois
– -$10.5M -47,142 Closed
LF
1564
Longbow Finance
Switzerland
– -$9.7M -43,466 Closed
TI
1565
Trexquant Investment
Connecticut
– -$9.67M -43,327 Closed
CCIA
1566
Campbell & Co Investment Adviser
Maryland
– -$7.03M -31,520 Closed
SEC
1567
Seven Eight Capital
New York
– -$6.93M -31,053 Closed
IMCOOI
1568
Investment Management Corp of Ontario (IMCO)
Canada
– -$5.58M -25,017 Closed
IAM
1569
Impact Asset Management
– -$4.99M -22,365 Closed
FTDI
1570
First Trust Direct Indexing
Massachusetts
– -$3.76M -16,855 Closed
IP
1571
Interval Partners
New York
– -$3.71M -16,643 Closed
YIH
1572
Y-Intercept (HK)
Hong Kong
– -$3.47M -15,552 Closed
LA
1573
LBP AM
France
– -$3.11M -13,924 Closed
KIA
1574
Knollwood Investment Advisory
Maryland
– -$1.88M -8,430 Closed
AIC
1575
Anthracite Investment Company
Texas
– -$1.88M -8,424 Closed
61 62
63
64 65