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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CCFCSB
351
Cape Cod Five Cents Savings Bank
Massachusetts
$5.37M +$109K +733 +2%
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$5.2M +$406K +2,722 +8%
AAM
353
Auxier Asset Management
Oregon
$5.19M -$10.5K -70 -0.2%
CM
354
Churchill Management
California
$5.19M -$48.5K -325 -0.9%
AT
355
American Trust
Kentucky
$5.16M +$104K +699 +2%
EGM
356
Engineers Gate Manager
New York
$5.16M +$3.76M +25,160 +268%
IIM
357
Ipswich Investment Management
Massachusetts
$5.1M -$70.9K -475 -1%
WA
358
Watchtower Advisors
Connecticut
$5.08M
TVWM
359
Tower View Wealth Management
Wisconsin
$5.07M +$27.9K +187 +0.6%
WCF
360
West Coast Financial
California
$4.93M +$4.93M +33,019 New
SCA
361
Stokes Capital Advisors
South Carolina
$4.83M +$50.9K +341 +1%
VPIM
362
Vanguard Personalized Indexing Management
California
$4.82M +$313K +2,098 +7%
LSERS
363
Louisiana State Employees Retirement System
Louisiana
$4.76M +$14.9K +100 +0.3%
EWA
364
Exencial Wealth Advisors
Oklahoma
$4.72M +$120K +802 +3%
VCM
365
Vetamer Capital Management
California
$4.71M +$658K +4,406 +16%
TPM
366
Triasima Portfolio Management
Quebec, Canada
$4.71M +$1.47M +9,855 +45%
RBA
367
Richard Bernstein Advisors
New York
$4.69M
CCP
368
Corient Capital Partners
California
$4.62M +$39.1K +252 +0.9%
NC
369
Northcape Capital
Australia
$4.58M -$679K -4,546 -13%
AF
370
Alerus Financial
North Dakota
$4.58M +$1.47M +9,840 +47%
IMRF
371
Illinois Municipal Retirement Fund
Illinois
$4.54M
SAM
372
Shell Asset Management
Netherlands
$4.44M -$1.1M -7,371 -20%
BWM
373
BNC Wealth Management
Oregon
$4.39M
RC
374
RegentAtlantic Capital
New Jersey
$4.34M -$144K -966 -3%
MLICM
375
Metropolitan Life Insurance Company (MetLife)
New York
$4.34M -$77.9K -522 -2%