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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 %
Lido Advisors
476
Lido Advisors
California
$1.26M +$102K +837 +9%
AWM
477
Altium Wealth Management
New York
$1.23M -$17.4K -143 -1%
HIC
478
Hartline Investment Corp
Illinois
$1.22M -$325K -2,671 -21%
CK
479
Cohen Klingenstein
New York
$1.22M
UHC
480
Union Heritage Capital
Michigan
$1.22M +$1.22M +10,000 New
VAS
481
Vestmark Advisory Solutions
Massachusetts
$1.21M +$46.5K +382 +4%
DCP
482
DSM Capital Partners
Florida
$1.2M
ACM
483
Ativo Capital Management
Illinois
$1.19M +$9.75K +80 +0.8%
DA
484
Duality Advisers
Florida
$1.18M -$8.52M -69,929 -88%
FNT
485
First National Trust
Pennsylvania
$1.16M +$12.1K +99 +1%
FC
486
FORA Capital
Florida
$1.16M +$1.16M +9,497 New
CI
487
CX Institutional
Indiana
$1.15M -$2.19K -18 -0.2%
Cambridge Investment Research Advisors
488
Cambridge Investment Research Advisors
Iowa
$1.15M +$60.1K +493 +6%
GC
489
Grimes & Company
Massachusetts
$1.15M +$481K +3,953 +72%
DCM
490
Donaldson Capital Management
Indiana
$1.14M +$32K +263 +3%
RIG
491
Roosevelt Investment Group
New York
$1.13M +$10.8K +89 +1%
EDRH
492
Edmond de Rothschild Holding
Switzerland
$1.12M +$622K +5,105 +125%
JHP
493
James Hambro & Partners
United Kingdom
$1.12M -$346K -2,840 -24%
HBT
494
Hills Bank & Trust
Iowa
$1.1M +$20.8K +171 +2%
HCM
495
Howland Capital Management
Massachusetts
$1.1M +$45.7K +375 +4%
SCA
496
Snowden Capital Advisors
New York
$1.09M +$429K +3,521 +65%
WA1
497
Wimmer Associates 1
California
$1.08M -$2.92K -24 -0.3%
EWM
498
Evercore Wealth Management
New York
$1.07M -$10.6K -87 -1%
TW
499
TrinityPoint Wealth
Connecticut
$1.06M +$60.1K +493 +6%
EP
500
Edgestream Partners
New Jersey
$1.06M -$2.03M -16,668 -66%