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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 %
OWA
1601
Outlook Wealth Advisors
Texas
– -$383K -1,718 Closed
CFM
1602
Catalyst Funds Management
Australia
– -$335K -1,500 Closed
MPM
1603
MBB Public Markets
Illinois
– -$321K -1,440 Closed
TCMP
1604
Thrive Capital Management (Pennsylvania)
Pennsylvania
– -$287K -1,285 Closed
PCM
1605
Prelude Capital Management
New York
– -$281K -1,258 Closed
TC
1606
Trilogy Capital
California
– -$278K -1,244 Closed
CMBA
1607
C.M. Bidwell & Associates
Hawaii
– -$265K -1,189 Closed
BA
1608
Bridgewater Associates
Connecticut
– -$253K -1,132 Closed
BMO
1609
Beck Mack & Oliver
New York
– -$245K -1,100 Closed
PWP
1610
PrairieView Wealth Partners
Illinois
– -$237K -1,063 Closed
MC
1611
Middleton & Co
Massachusetts
– -$236K -1,060 Closed
VFA
1612
Voya Financial Advisors
Connecticut
– -$237K -1,060 Closed
COCM
1613
Charter Oak Capital Management
New Hampshire
– -$233K -1,045 Closed
NCFG
1614
New Century Financial Group
New Jersey
– -$233K -1,045 Closed
ABC
1615
Associated Banc-Corp
Wisconsin
– -$232K -1,042 Closed
ARC
1616
Advisor Resource Council
Texas
– -$232K -1,039 Closed
KWA
1617
Kingswood Wealth Advisors
California
– -$227K -1,019 Closed
APA
1618
Astoria Portfolio Advisors
New York
– -$227K -1,009 Closed
CW
1619
Code Waechter
Florida
– -$224K -1,003 Closed
WDC
1620
Woodward Diversified Capital
California
– -$222K -996 Closed
BONST
1621
Bank of Nova Scotia Trust
Ontario, Canada
– -$219K -980 Closed
HWP
1622
Hibernia Wealth Partners
Louisiana
– -$218K -977 Closed
VCM
1623
Virtue Capital Management
Tennessee
– -$217K -971 Closed
WA
1624
Wealthstream Advisors
New York
– -$213K -953 Closed
ST
1625
Sabal Trust
Florida
– -$212K -949 Closed
63 64
65
66 67