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Marsh & McLennan
MMC

Overview Fund Activity

1,559 hedge funds and large institutions have $94.1B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 493 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,559
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
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
493
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M

Top Buyers

1
Stifel Financial
1
Stifel Financial
Missouri
$473M
2
Amundi
2
Amundi
France
$861M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$236M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.02B
5
Franklin Resources
5
Franklin Resources
California
$197M

Top Sellers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$8.29M
2
Bank of America
2
Bank of America
North Carolina
$1.38B
3
Parnassus Investments
3
Parnassus Investments
California
$758M
4
Mawer Investment Management
4
Mawer Investment Management
Alberta, Canada
$1.32B
5
MBI
5
Montrusco Bolton Investments
Quebec, Canada
$156M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
151
Two Sigma Advisers
New York
$58.2M +$55.5M +261,300 +2,041%
MAM
152
Madison Asset Management
Wisconsin
$57.9M +$323K +1,520 +0.6%
MIA
153
Madison Investment Advisors
Wisconsin
$57.9M +$57.9M +272,729 New
Calamos Advisors
154
Calamos Advisors
Illinois
$56.1M +$220K +1,034 +0.4%
Chevy Chase Trust
155
Chevy Chase Trust
Maryland
$54.9M -$1.27M -5,971 -2%
Bank of Nova Scotia
156
Bank of Nova Scotia
Ontario, Canada
$54.8M +$24.5M +115,336 +81%
VDI
157
Vaughan David Investments
Illinois
$54M +$74.6K +351 +0.1%
DCM
158
Donaldson Capital Management
Indiana
$52.2M +$1.09M +5,148 +2%
BTW
159
Boston Trust Walden
Massachusetts
$51.7M -$422K -1,985 -0.8%
ATN
160
AMF Tjänstepension
Sweden
$51.3M +$23.2M +109,363 +83%
Kayne Anderson Rudnick Investment Management
161
Kayne Anderson Rudnick Investment Management
California
$51.1M +$3.58M +16,853 +8%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$50.9M -$1.6M -7,526 -3%
Ohio Public Employees Retirement System (OPERS)
163
Ohio Public Employees Retirement System (OPERS)
Ohio
$50.5M -$3.34M -15,721 -6%
Treasurer of the State of North Carolina
164
Treasurer of the State of North Carolina
North Carolina
$47.3M +$215K +1,010 +0.5%
YL
165
YCG LLC
Texas
$46.3M -$92.6K -436 -0.2%
VLKIM
166
Van Lanschot Kempen Investment Management
Netherlands
$46.2M -$20.1M -94,517 -30%
KK
167
KLP Kapitalforvaltning
Norway
$46.2M +$46.2M +217,574 New
FLPIM
168
F.L. Putnam Investment Management
Massachusetts
$46.2M +$775K +3,649 +2%
BHC
169
Bowen Hanes & Co
Florida
$45.7M -$11.1M -52,215 -20%
Royal London Asset Management
170
Royal London Asset Management
United Kingdom
$45.5M +$795K +3,743 +2%
Pathstone Holdings
171
Pathstone Holdings
New Jersey
$45.2M -$751K -3,534 -2%
Asset Management One
172
Asset Management One
Japan
$44.7M +$2.51M +11,763 +6%
BPC
173
Banque Pictet & Cie
Switzerland
$44.3M +$44.3M +208,338 New
HJGA
174
Hardman Johnston Global Advisors
Connecticut
$43.3M -$3.07M -14,460 -7%
Susquehanna International Group
175
Susquehanna International Group
Pennsylvania
$43.2M +$26.5M +124,622 +158%
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