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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 %
CAM
451
Close Asset Management
United Kingdom
$1.49M -$12.2K -100 -0.8%
RIM
452
Redpoint Investment Management
Australia
$1.49M
CAPTRUST Financial Advisors
453
CAPTRUST Financial Advisors
North Carolina
$1.48M +$424K +3,477 +40%
DBIA
454
Dumont & Blake Investment Advisors
New Jersey
$1.48M +$23.8K +195 +2%
PTC
455
Private Trust Company
Ohio
$1.48M -$35.3K -290 -2%
EIM
456
Essex Investment Management
Massachusetts
$1.47M -$55.3K -454 -4%
Bessemer Group
457
Bessemer Group
New Jersey
$1.47M -$276K -2,270 -16%
Federated Hermes
458
Federated Hermes
Pennsylvania
$1.45M -$21.3K -175 -1%
FT
459
Fiduciary Trust
Massachusetts
$1.44M -$16.2K -133 -1%
CSIC
460
Clifford Swan Investment Counsel
California
$1.44M
AWM
461
AE Wealth Management
Kansas
$1.42M +$951K +7,810 +203%
SFS
462
Sowell Financial Services
Arkansas
$1.4M +$55.7K +404 +4%
TAM
463
Tealwood Asset Management
Minnesota
$1.4M +$1.4M +11,515 New
SPIA
464
Steward Partners Investment Advisory
New York
$1.4M +$1.03M +8,452 +280%
BHWM
465
Bar Harbor Wealth Management
New Hampshire
$1.39M -$67.4K -553 -5%
BBNA
466
Bremer Bank National Association
Minnesota
$1.39M +$14.4K +118 +1%
OAM
467
Occidental Asset Management
California
$1.38M +$594K +4,873 +75%
RWB
468
RMR Wealth Builders
New Jersey
$1.38M -$6.09K -50 -0.4%
Carson Wealth (CWM LLC)
469
Carson Wealth (CWM LLC)
Nebraska
$1.36M
FPS
470
Fieldpoint Private Securities
Connecticut
$1.35M -$30.5K -250 -2%
TCA
471
Transcend Capital Advisors
New Jersey
$1.35M -$27.2K -223 -2%
SIA
472
Strategic Investment Advisors
Michigan
$1.31M +$61.4K +504 +5%
CTA
473
Chesley Taft & Associates
Illinois
$1.31M +$1.37K +11 +0.1%
BPC
474
Banque Pictet & Cie
Switzerland
$1.29M
Capital Fund Management (CFM)
475
Capital Fund Management (CFM)
France
$1.28M +$1.28M +10,550 New