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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NEI
426
Northwest & Ethical Investments
Ontario, Canada
$1.78M +$1.78M +14,603 New
CAM
427
Cresset Asset Management
Illinois
$1.76M +$99.9K +820 +6%
Wolverine Trading
428
Wolverine Trading
Illinois
$1.76M +$1.76M +14,454 New
AWM
429
Apollon Wealth Management
South Carolina
$1.75M +$1.75M +14,383 New
SBWIC
430
Schaper Benz & Wise Investment Counsel
Wisconsin
$1.74M +$65.2K +535 +4%
LNC
431
Lincoln National Corp
Pennsylvania
$1.74M -$25.7K -211 -1%
EI
432
Ethic Inc
New York
$1.74M +$572K +4,699 +49%
KWA
433
KCS Wealth Advisory
California
$1.72M +$116K +952 +7%
KRSITF
434
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.71M -$731 -6 -0%
S
435
Seeyond
France
$1.71M +$266K +2,184 +18%
ATC
436
Argent Trust Co
Tennessee
$1.7M +$196K +1,609 +13%
AF
437
Alerus Financial
North Dakota
$1.69M +$306K +2,515 +22%
RWA
438
River Wealth Advisors
Pennsylvania
$1.68M +$326K +2,675 +24%
VanEck Associates
439
VanEck Associates
New York
$1.67M +$627K +5,143 +60%
IMRF
440
Illinois Municipal Retirement Fund
Illinois
$1.65M
ANRIA
441
American National Registered Investment Advisor
Texas
$1.57M -$974 -8 -0.1%
Fayez Sarofim & Co
442
Fayez Sarofim & Co
Texas
$1.55M
SCM
443
Shelton Capital Management
Colorado
$1.54M +$750K +6,153 +95%
KAS
444
Kestra Advisory Services
Texas
$1.54M +$904K +7,416 +143%
OSAM
445
O'Shaughnessy Asset Management
Connecticut
$1.53M +$401K +3,295 +36%
SC
446
SRB Corp
Massachusetts
$1.52M +$678K +5,569 +81%
HAG
447
HighPoint Advisor Group
Illinois
$1.51M +$14.9K +118 +1%
BPA
448
Beacon Pointe Advisors
California
$1.51M +$83.6K +687 +6%
FRA
449
Front Row Advisors
California
$1.5M -$5.12K -42 -0.3%
SSA
450
Schonfeld Strategic Advisors
New York
$1.5M -$1.26M -10,359 -46%