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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 %
HIG
1626
Heritage Investment Group
Florida
– -$210K -941 Closed
HBS
1627
Howard Bailey Securities
Indiana
– -$207K -929 Closed
BHBT
1628
Burke & Herbert Bank & Trust
Virginia
– -$207K -928 Closed
ABTD
1629
Arvest Bank Trust Division
Oklahoma
– -$206K -923 Closed
BWP
1630
Baldwin Wealth Partners
Massachusetts
– -$206K -922 Closed
SIM
1631
SSI Investment Management
California
– -$205K -921 Closed
SP
1632
Stablepoint Partners
Massachusetts
– -$205K -920 Closed
CHP
1633
Cable Hill Partners
Oregon
– -$205K -918 Closed
OPWM
1634
Oxinas Partners Wealth Management
Indiana
– -$204K -915 Closed
CS
1635
Cannell & Spears
New York
– -$204K -913 Closed
MWA
1636
Mills Wealth Advisors
Texas
– -$202K -905 Closed
4WM
1637
49 Wealth Management
Texas
– -$201K -902 Closed
NHC
1638
Nicholas Hoffman & Company
Georgia
– -$200K -898 Closed
KFS
1639
Kelly Financial Services
Massachusetts
– -$200K -897 Closed
FCM
1640
Fourpath Capital Management
Oklahoma
– -$115K -517 Closed
NS
1641
NBC Securities
Alabama
– -$114K -513 Closed
NFA
1642
Northwest Financial Advisors
Virginia
– -$111K -496 Closed
CPBTD
1643
Central Pacific Bank - Trust Division
Hawaii
– -$100K -450 Closed
Parallax Volatility Advisers
1644
Parallax Volatility Advisers
California
– -$95.3K -427 Closed
GSEP
1645
Golden State Equity Partners
California
– -$93.7K -420 Closed
BIC
1646
Beach Investment Counsel
Pennsylvania
– -$78K -350 Closed
DCP
1647
DSM Capital Partners
Florida
– -$61.1K -274 Closed
HGA
1648
Hobbs Group Advisors
South Carolina
– -$57.1K -256 Closed
Loomis, Sayles & Company
1649
Loomis, Sayles & Company
Massachusetts
– -$54K -241 Closed
MFA
1650
McClarren Financial Advisors
Pennsylvania
– -$73 -223 Closed
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