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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 %
PP
1576
Paloma Partners
Connecticut
– -$1.86M -8,347 Closed
DEA
1577
DoubleLine ETF Adviser
Florida
– -$1.72M -7,728 Closed
STA
1578
Summit Trail Advisors
New York
– -$1.57M -7,035 Closed
AIM
1579
Aigen Investment Management
New York
– -$1.52M -6,804 Closed
CM
1580
Crestline Management
Texas
– -$1.44M -6,452 Closed
FRM
1581
Fox Run Management
Connecticut
– -$1.33M -5,951 Closed
PI
1582
PineBridge Investments
New York
– -$1.1M -4,912 Closed
NC
1583
nVerses Capital
Florida
– -$1.09M -4,900 Closed
MFGM
1584
Marshall Financial Group (Maryland)
Maryland
– -$1.07M -4,814 Closed
VEA
1585
Virtus ETF Advisers
New York
– -$906K -4,062 Closed
PAS
1586
Point72 Asia (Singapore)
Singapore
– -$897K -4,023 Closed
IA
1587
Icon Advisers
Colorado
– -$892K -4,000 Closed
NPPM
1588
North Point Portfolio Managers
Ohio
– -$891K -3,994 Closed
RSWM
1589
Robertson Stephens Wealth Management
California
– -$826K -3,703 Closed
MIS
1590
Morningstar Investment Services
Illinois
– -$771K -3,445 Closed
BBA
1591
Baader Bank Aktiengesellschaft
Germany
– -$688K -3,091 Closed
CM
1592
Capula Management
Cayman Islands
– -$667K -2,989 Closed
FF
1593
Fluent Financial
Texas
– -$591K -2,651 Closed
MSCM
1594
McElhenny Sheffield Capital Management
Texas
– -$584K -2,620 Closed
RW
1595
REDW Wealth
New Mexico
– -$566K -2,537 Closed
GCM
1596
Gladius Capital Management
Illinois
– -$533K -2,391 Closed
LAM
1597
LECAP Asset Management
United Kingdom
– -$520K -2,330 Closed
BC
1598
Bridgefront Capital
Texas
– -$432K -1,935 Closed
TCWA
1599
Turtle Creek Wealth Advisors
Texas
– -$414K -1,856 Closed
AHB
1600
Abner Herrman & Brock
New Jersey
– -$413K -1,850 Closed
62 63
64
65 66