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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.77%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
EWA
426
Exencial Wealth Advisors
Oklahoma
$5.99M -$257K -1,211 -4%
LA
427
Legacy Advisors
Pennsylvania
$5.98M -$55.7K -262 -0.9%
AAM
428
Advisors Asset Management
Colorado
$5.96M -$1.48M -6,957 -20%
CCFCSB
429
Cape Cod Five Cents Savings Bank
Massachusetts
$5.96M
SCM
430
Sone Capital Management
New York
$5.95M +$5.95M +28,008 New
CSP
431
Cary Street Partners
Virginia
$5.93M +$5.93M +27,930 New
CSS
432
Cubist Systematic Strategies
Connecticut
$5.84M -$10.3M -48,438 -64%
BCM
433
Bancreek Capital Management
California
$5.82M -$2.62M -12,312 -31%
SCA
434
Snowden Capital Advisors
New York
$5.7M -$213K -1,003 -4%
NIM
435
NEOS Investment Management
Connecticut
$5.7M +$1.32M +6,216 +30%
MSRPS
436
Maryland State Retirement & Pension System
Maryland
$5.63M -$405K -1,907 -7%
FNBT
437
FineMark National Bank & Trust
Florida
$5.62M -$32.9K -155 -0.6%
LSERS
438
Louisiana State Employees Retirement System
Louisiana
$5.61M -$276K -1,300 -5%
SAM
439
Securian Asset Management
Minnesota
$5.61M -$171K -803 -3%
CA
440
Cornerstone Advisors
North Carolina
$5.59M
CFO
441
Callan Family Office
Pennsylvania
$5.55M +$5.22M +24,570 +1,563%
PPW
442
Parcion Private Wealth
Washington
$5.51M +$111K +521 +2%
DT
443
Diversified Trust
Tennessee
$5.45M +$24.2K +114 +0.4%
BE
444
Bonness Enterprises
District of Columbia
$5.42M
CB
445
Commerce Bank
Missouri
$5.41M -$86K -405 -2%
SBWIC
446
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.4M +$277K +1,302 +5%
TPM
447
Triasima Portfolio Management
Quebec, Canada
$5.38M +$1.03M +4,837 +24%
A
448
AustralianSuper
Australia
$5.38M +$302K +1,424 +6%
TI
449
Tidal Investments
Wisconsin
$5.37M +$2.61M +12,269 +94%
HI
450
Harrington Investments
California
$5.36M -$65.6K -309 -1%