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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 %
CM
401
Crestline Management
Texas
$5.12M -$568K -3,000 -10%
IC
402
IEQ Capital
California
$5.04M +$309K +1,630 +7%
HI
403
Harrington Investments
California
$5.04M -$13.3K -70 -0.3%
BWM
404
BNC Wealth Management
Oregon
$4.98M
NMERB
405
New Mexico Educational Retirement Board
New Mexico
$4.88M
CWP
406
Cyndeo Wealth Partners
Florida
$4.84M -$1.1M -5,816 -19%
BE
407
Bonness Enterprises
District of Columbia
$4.83M
CB
408
Commerce Bank
Missouri
$4.82M +$32K +169 +0.7%
FNBT
409
FineMark National Bank & Trust
Florida
$4.82M +$1.69M +8,920 +54%
KeyBank National Association
410
KeyBank National Association
Ohio
$4.75M -$4.55K -24 -0.1%
ORI
411
Oak Ridge Investments
Illinois
$4.66M +$122K +642 +3%
OQS
412
Occudo Quantitative Strategies
Florida
$4.64M +$3.74M +19,726 +413%
SCM
413
Shelton Capital Management
Colorado
$4.61M +$1.93M +10,168 +72%
Two Sigma Investments
414
Two Sigma Investments
New York
$4.51M -$16.9M -88,961 -79%
PPW
415
Parcion Private Wealth
Washington
$4.49M +$72.6K +383 +2%
MGP
416
Metis Global Partners
California
$4.44M -$412K -2,172 -8%
IMCOOI
417
Investment Management Corp of Ontario (IMCO)
Canada
$4.41M +$4.41M +23,287 New
CPA
418
Capital Planning Advisors
California
$4.39M -$64.6K -341 -1%
EL
419
Essex LLC
Illinois
$4.39M +$94.7K +500 +2%
NA
420
NewEdge Advisors
Louisiana
$4.37M +$987K +5,064 +29%
FDP
421
Financiere des Professionnels
Quebec, Canada
$4.29M +$35.2K +186 +0.8%
CIS
422
Capital International Sarl
California
$4.29M -$83.7K -442 -2%
CI
423
CX Institutional
Indiana
$4.28M +$538K +2,839 +14%
KAS
424
Kestra Advisory Services
Texas
$4.23M +$295K +1,558 +8%
MF
425
Magnetar Financial
Illinois
$4.21M +$2.54M +13,417 +152%