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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BCI
426
Brinker Capital Investments
Pennsylvania
$3.47M +$615K +11,167 +22%
OPS
427
Orion Portfolio Solutions
Nebraska
$3.47M +$2.85M +51,799 +459%
SG Americas Securities
428
SG Americas Securities
New York
$3.44M -$341K -2,045 -9%
NONA
429
Ninety One North America
New York
$3.43M -$1.2M -7,205 -26%
EL
430
Essex LLC
Illinois
$3.41M
Financial Engines Advisors
431
Financial Engines Advisors
California
$3.39M -$154K -923 -4%
V
432
Veritable
Delaware
$3.37M -$19K -114 -0.6%
PRC
433
Pearl River Capital
Michigan
$3.35M +$1.75M +10,479 +109%
SFA
434
Souders Financial Advisors
Ohio
$3.34M +$38.5K +231 +1%
RC
435
RBF Capital
California
$3.33M
PI
436
Putnam Investments
Massachusetts
$3.26M +$2.97M +17,852 +1,022%
NSEDCP
437
NJ State Employees Deferred Compensation Plan
New Jersey
$3.16M -$1.33M -8,000 -30%
WF
438
Welch & Forbes
Massachusetts
$3.12M +$500 +3 +0%
LGF
439
LGT Group Foundation
Liechtenstein
$3.06M -$4.16K -25 -0.1%
BF
440
BOK Financial
Oklahoma
$3.06M -$846K -5,082 -22%
MIC
441
MU Investments Company
Japan
$3.04M -$165K -1,000 -5%
TI
442
Tidal Investments
Wisconsin
$3.03M +$1.07M +6,454 +55%
MBTD
443
Mechanics Bank - Trust Department
California
$3M -$82.4K -495 -3%
MNBTD
444
Moody National Bank Trust Division
Texas
$2.98M -$3.16K -19 -0.1%
SPIA
445
Steward Partners Investment Advisory
New York
$2.97M +$330K +1,980 +12%
A
446
AustralianSuper
Australia
$2.97M +$2.97M +17,805 New
KRSITF
447
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.93M -$45K -270 -2%
LA
448
Lindenwold Advisors
Pennsylvania
$2.93M +$12.7K +76 +0.4%
BFEC
449
Benjamin F. Edwards & Company
Missouri
$2.89M +$72.3K +434 +3%
KAS
450
Kestra Advisory Services
Texas
$2.88M -$1.25M -7,525 -30%