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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 %
CPA
426
Capital Planning Advisors
California
$5.03M +$257K +1,248 +5%
NA
427
NewEdge Advisors
Louisiana
$5.03M +$416K +2,019 +9%
RIM
428
Reliant Investment Management
Tennessee
$5M +$4.47M +21,685 +831%
EP
429
Edgestream Partners
New Jersey
$4.96M +$4.73M +22,946 +2,032%
PHK
430
Point72 Hong Kong
Hong Kong
$4.94M -$2.14M -10,390 -30%
CI
431
CX Institutional
Indiana
$4.89M +$231K +1,122 +5%
EL
432
Essex LLC
Illinois
$4.88M +$105K +511 +2%
FNBOMD
433
First National Bank of Mount Dora
Florida
$4.87M +$358K +1,739 +8%
CIS
434
Capital International Sarl
California
$4.87M +$210K +1,019 +5%
PPW
435
Parcion Private Wealth
Washington
$4.86M -$17.3K -84 -0.4%
BP
436
BNP Paribas
France
$4.84M +$4.84M +23,496 New
MGP
437
Metis Global Partners
California
$4.82M -$10.1K -49 -0.2%
TI
438
Tidal Investments
Wisconsin
$4.8M +$1.33M +6,443 +38%
Wolverine Trading
439
Wolverine Trading
Illinois
$4.75M +$4.07M +19,765 +596%
FDP
440
Financiere des Professionnels
Quebec, Canada
$4.67M
SBWIC
441
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.6M +$265K +1,286 +6%
KAS
442
Kestra Advisory Services
Texas
$4.6M +$2.47K +12 +0.1%
CC
443
Centiva Capital
New York
$4.55M +$3M +14,585 +194%
LI
444
Lafayette Investments
Maryland
$4.55M -$10.3K -50 -0.2%
AWM
445
Axxcess Wealth Management
California
$4.52M +$167K +813 +4%
Carson Wealth (CWM LLC)
446
Carson Wealth (CWM LLC)
Nebraska
$4.41M -$8.03K -39 -0.2%
RCIM
447
Red Cedar Investment Management
Michigan
$4.38M
GI
448
GAMCO Investors
Connecticut
$4.36M
SAM
449
Sompo Asset Management
Japan
$4.34M -$214K -1,040 -5%
NC
450
Northcape Capital
Australia
$4.28M -$116K -565 -3%