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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
19.96%
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 %
NB
376
NBT Bank
New York
$6.09M -$20.8K -110 -0.3%
FAT
377
First American Trust
California
$6.06M +$49.1K +259 +0.8%
SIG
378
Stonegate Investment Group
Alabama
$5.96M -$113K -596 -2%
Lido Advisors
379
Lido Advisors
California
$5.93M +$1.52M +8,008 +34%
SAM
380
Securian Asset Management
Minnesota
$5.91M -$809K -4,268 -12%
SPIA
381
Steward Partners Investment Advisory
New York
$5.82M +$329K +1,739 +6%
TVWM
382
Tower View Wealth Management
Wisconsin
$5.79M -$4.93K -26 -0.1%
AA
383
ALPS Advisors
Colorado
$5.75M +$37.9K +200 +0.7%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$5.75M -$579K -3,055 -9%
SWS
385
SYSTM Wealth Solutions
Illinois
$5.7M -$3.22M -17,017 -36%
SCA
386
Snowden Capital Advisors
New York
$5.68M -$106K -559 -2%
LSERS
387
Louisiana State Employees Retirement System
Louisiana
$5.65M -$152K -800 -3%
BFG
388
Bleakley Financial Group
New Jersey
$5.64M +$63.7K +336 +1%
SS
389
Simplicity Solutions
Minnesota
$5.63M +$51.7K +273 +0.9%
CAN
390
Cetera Advisor Networks
California
$5.59M -$1.26M -6,626 -18%
CSPIA
391
Cary Street Partners Investment Advisory
Virginia
$5.57M +$160K +844 +3%
TPM
392
Triasima Portfolio Management
Quebec, Canada
$5.52M +$655K +3,456 +13%
Federated Hermes
393
Federated Hermes
Pennsylvania
$5.38M +$11.6K +61 +0.2%
SF
394
Synovus Financial
Georgia
$5.31M -$501K -2,646 -9%
ZB
395
Zions Bancorporation
Utah
$5.28M +$164K +868 +3%
LA
396
Legacy Advisors
Pennsylvania
$5.27M -$1.83M -9,681 -26%
CA
397
Cornerstone Advisors
North Carolina
$5.25M -$246K -1,300 -4%
KA
398
Kintegral Advisory
New York
$5.21M -$33.2K -175 -0.6%
AT
399
American Trust
Kentucky
$5.15M -$155K -820 -3%
CCFCSB
400
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M -$5.94M -31,334 -54%