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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PF
376
Phoenix Financial
Israel
$7.14M +$172K +833 +2%
EWA
377
Exencial Wealth Advisors
Oklahoma
$7M -$353K -1,716 -5%
IIM
378
Ipswich Investment Management
Massachusetts
$6.92M +$37.1K +180 +0.5%
SPIA
379
Steward Partners Investment Advisory
New York
$6.91M +$582K +2,824 +9%
FAT
380
First American Trust
California
$6.87M +$279K +1,355 +4%
CM
381
Churchill Management
California
$6.72M -$32.3K -157 -0.5%
HIMCH
382
Hartford Investment Management Co (HIMCO)
Connecticut
$6.69M -$168K -815 -2%
SWS
383
SYSTM Wealth Solutions
Illinois
$6.6M +$406K +1,973 +7%
MWM
384
MinichMacGregor Wealth Management
New York
$6.57M +$6.57M +32,218 New
NB
385
NBT Bank
New York
$6.54M -$88.4K -429 -1%
CAN
386
Cetera Advisor Networks
California
$6.53M +$444K +2,158 +7%
CGH
387
Crossmark Global Holdings
Texas
$6.52M -$851K -4,133 -12%
SFI
388
Siemens Fonds Invest
Germany
$6.49M -$173K -838 -3%
Northwestern Mutual Wealth Management
389
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$109K +527 +2%
AA
390
ALPS Advisors
Colorado
$6.34M +$82.4K +400 +1%
SIG
391
Stonegate Investment Group
Alabama
$6.28M -$194K -943 -3%
TVWM
392
Tower View Wealth Management
Wisconsin
$6.27M -$26.6K -129 -0.4%
BFG
393
Bleakley Financial Group
New Jersey
$6.22M +$92.5K +449 +2%
SW
394
Simplicity Wealth
New Jersey
$6.21M +$6.21M +30,170 New
VA
395
Vident Advisory
Georgia
$6.19M +$3.78M +18,340 +157%
Federated Hermes
396
Federated Hermes
Pennsylvania
$6.14M +$295K +1,433 +5%
CSPIA
397
Cary Street Partners Investment Advisory
Virginia
$6.11M +$48.4K +235 +0.8%
Credit Agricole
398
Credit Agricole
France
$6.06M +$3.21M +15,937 +113%
SCM
399
Shelton Capital Management
Colorado
$6.05M +$1.04M +5,038 +21%
OQS
400
Occudo Quantitative Strategies
Florida
$6.01M +$965K +4,685 +19%