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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AAMU
451
AEGON Asset Management (UK)
United Kingdom
$2.52M -$156K -1,046 -6%
MLM
452
Mount Lucas Management
Pennsylvania
$2.51M -$53K -355 -2%
AIM
453
Aigen Investment Management
New York
$2.5M -$1.2M -8,068 -33%
Carson Wealth (CWM LLC)
454
Carson Wealth (CWM LLC)
Nebraska
$2.49M +$264K +1,769 +12%
FBT
455
First Bankers Trust
Kentucky
$2.48M -$53.5K -358 -2%
SDIC
456
South Dakota Investment Council
South Dakota
$2.48M
NIC
457
Northwest Investment Counselors
Oregon
$2.47M -$19.7K -132 -0.8%
E
458
Ergoteles
New York
$2.44M +$2.44M +16,368 New
CSPIA
459
Cary Street Partners Investment Advisory
Virginia
$2.41M +$14.9K +100 +0.6%
FCH
460
Freestone Capital Holdings
Washington
$2.4M -$326K -2,186 -12%
BTI
461
Blue Trust Inc
Georgia
$2.38M +$74.4K +479 +3%
KAS
462
Kestra Advisory Services
Texas
$2.38M -$879K -5,888 -27%
AWM
463
AE Wealth Management
Kansas
$2.38M -$264K -1,768 -10%
JF
464
Jump Financial
Illinois
$2.37M +$2.18M +14,577 +1,116%
SFS
465
Sowell Financial Services
Arkansas
$2.28M +$171K +1,144 +8%
LCM
466
Logan Capital Management
Pennsylvania
$2.25M -$2.69K -18 -0.1%
Federated Hermes
467
Federated Hermes
Pennsylvania
$2.2M +$395K +2,643 +22%
PAG
468
Private Advisor Group
New Jersey
$2.2M -$2.63M -17,614 -54%
OAM
469
Occidental Asset Management
California
$2.17M +$62.9K +421 +3%
FC
470
FORA Capital
Florida
$2.14M +$704K +4,714 +49%
CI
471
CX Institutional
Indiana
$2.12M +$57.9K +388 +3%
JG
472
Jefferies Group
New York
$2.09M +$2.09M +14,000 New
BL
473
Balentine LLC
Georgia
$2.08M +$233K +1,563 +13%
P
474
Pitcairn
Pennsylvania
$2.08M -$5.23K -35 -0.3%
HI
475
Horizon Investments
North Carolina
$2.06M +$1.45M +9,752 +237%