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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
376
Envestnet Portfolio Solutions
Illinois
$6.36M +$6.36M +33,437 New
Northwestern Mutual Wealth Management
377
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$645K +3,390 +11%
CLOS
378
Compagnie Lombard Odier SCmA
Switzerland
$6.34M +$2.46M +12,913 +63%
CGH
379
Crossmark Global Holdings
Texas
$6.23M -$109K -564 -2%
SCA
380
Stokes Capital Advisors
South Carolina
$6.16M -$63.2K -332 -1%
NB
381
NBT Bank
New York
$6.14M +$5.77M +30,306 +1,542%
SIG
382
Stonegate Investment Group
Alabama
$6.1M -$1.64M -8,610 -21%
Cerity Partners
383
Cerity Partners
New York
$6.04M -$5.14M -27,018 -46%
FAT
384
First American Trust
California
$6.04M +$111K +581 +2%
CWP
385
Cyndeo Wealth Partners
Florida
$5.97M +$673K +3,537 +13%
Pacer Advisors
386
Pacer Advisors
Pennsylvania
$5.95M +$147K +773 +3%
SG Americas Securities
387
SG Americas Securities
New York
$5.86M +$849K +4,461 +17%
SF
388
Synovus Financial
Georgia
$5.83M +$136K +713 +2%
TVWM
389
Tower View Wealth Management
Wisconsin
$5.82M -$55K -289 -0.9%
LSERS
390
Louisiana State Employees Retirement System
Louisiana
$5.82M
SCA
391
Snowden Capital Advisors
New York
$5.81M -$156K -822 -3%
AA
392
ALPS Advisors
Colorado
$5.74M -$22.5M -118,044 -80%
CM
393
Crestline Management
Texas
$5.71M -$952K -5,000 -14%
API
394
Advisor Partners II
California
$5.69M +$52.3K +275 +0.9%
SS
395
Simplicity Solutions
Minnesota
$5.6M -$773K -4,063 -12%
BFG
396
Bleakley Financial Group
New Jersey
$5.6M -$148K -779 -3%
CA
397
Cornerstone Advisors
North Carolina
$5.52M +$4.4M +23,100 +392%
SPIA
398
Steward Partners Investment Advisory
New York
$5.51M +$1.9M +9,960 +52%
D.E. Shaw & Co
399
D.E. Shaw & Co
New York
$5.44M -$22.4M -117,515 -80%
CSPIA
400
Cary Street Partners Investment Advisory
Virginia
$5.44M +$2.05M +10,754 +60%