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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.97%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
OPS
301
Orion Portfolio Solutions
Nebraska
$11.3M -$260K -1,355 -2%
HTIM
302
Harbour Trust & Investment Management
Indiana
$11.2M +$11.2M +59,321 New
NAM
303
Nissay Asset Management
Japan
$11.2M +$345K +1,820 +3%
AWM
304
Apollon Wealth Management
South Carolina
$11.1M +$364K +1,923 +3%
FAB
305
First American Bank
Illinois
$11M -$168K -885 -1%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$11M +$889K +4,690 +9%
RJFSA
307
Raymond James Financial Services Advisors
Florida
$10.9M -$651K -3,434 -6%
Brown Advisory
308
Brown Advisory
Maryland
$10.8M -$150K -790 -1%
PI
309
PineBridge Investments
New York
$10.8M -$696K -3,674 -6%
BCIM
310
British Columbia Investment Management
British Columbia, Canada
$10.8M +$2.25M +11,880 +26%
WTC
311
WhitTier Trust Company
Nevada
$10.7M +$37.9K +200 +0.4%
PP
312
Prudential plc
United Kingdom
$10.7M +$4.32M +22,797 +68%
DCM
313
Dupont Capital Management
Delaware
$10.7M -$2.68M -14,164 -20%
CS
314
Candriam SCA
Luxembourg
$10.6M +$1.93M +10,184 +22%
Wealthfront Advisers
315
Wealthfront Advisers
California
$10.5M -$315K -1,662 -3%
Rockefeller Capital Management
316
Rockefeller Capital Management
New York
$10.5M +$362K +1,911 +4%
FGP
317
Foyston, Gordon, & Payne
Ontario, Canada
$10.5M -$254K -1,341 -2%
CIBC Private Wealth Group
318
CIBC Private Wealth Group
Georgia
$10.5M +$869K +4,585 +9%
N
319
Natixis
France
$10.5M -$2.43M -12,842 -19%
AAS
320
Annex Advisory Services
Wisconsin
$10.5M +$349K +1,840 +3%
CWM
321
Calamos Wealth Management
Illinois
$10.4M -$79.4K -419 -0.8%
EI
322
Ethic Inc
New York
$10.2M -$281K -1,481 -3%
Pacer Advisors
323
Pacer Advisors
Pennsylvania
$9.68M +$3.76M +19,835 +63%
CLOS
324
Compagnie Lombard Odier SCmA
Switzerland
$9.63M +$3.32M +17,503 +53%
MML Investors Services
325
MML Investors Services
Massachusetts
$9.6M +$2.01M +10,603 +26%