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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
ATC
476
Argent Trust Co
Tennessee
$2.41M +$150K +898 +7%
NA
477
NewEdge Advisors
Louisiana
$2.4M +$143K +861 +6%
QC
478
Quadrature Capital
United Kingdom
$2.39M +$1.34M +8,021 +127%
HSA
479
HBK Sorce Advisory
Pennsylvania
$2.38M -$2.4M -14,400 -50%
P
480
Pitcairn
Pennsylvania
$2.35M -$9.16K -55 -0.4%
EF
481
Empirical Finance
Pennsylvania
$2.33M +$112K +673 +5%
VCM
482
Vetamer Capital Management
California
$2.31M -$1.35M -8,118 -37%
AWM
483
AE Wealth Management
Kansas
$2.3M -$1.65M -9,928 -42%
BJL
484
Brighton Jones LLC
Washington
$2.3M +$826K +4,961 +56%
SIA
485
Strategic Investment Advisors
Michigan
$2.29M +$225K +1,350 +11%
DT
486
Diversified Trust
Tennessee
$2.29M +$536K +3,219 +31%
MMA
487
Miracle Mile Advisors
California
$2.24M +$11.7K +70 +0.5%
NW
488
NewEdge Wealth
Pennsylvania
$2.21M -$85.1K -511 -4%
PAG
489
Private Advisor Group
New Jersey
$2.2M -$108K -650 -5%
HWA
490
Heritage Wealth Advisors
Virginia
$2.18M -$23.5K -141 -1%
RFC
491
Regions Financial Corp
Alabama
$2.17M +$31.1K +187 +1%
Cetera Investment Advisers
492
Cetera Investment Advisers
Illinois
$2.14M -$681K -4,087 -24%
PP
493
Pegasus Partners
Wisconsin
$2.08M +$280K +1,684 +16%
AG
494
Ascent Group
Virginia
$2.06M +$13.5K +81 +0.7%
TCA
495
Transcend Capital Advisors
New Jersey
$2.06M -$57K -342 -3%
CANY
496
Caxton Associates (New York)
New York
$2.05M +$1.39M +8,361 +211%
PTC
497
Private Trust Company
Ohio
$2.03M -$2.33K -14 -0.1%
FNT
498
First National Trust
Pennsylvania
$2.01M -$57.6K -346 -3%
OQS
499
Occudo Quantitative Strategies
Florida
$2M -$1.59M -9,576 -44%
UHC
500
Union Heritage Capital
Michigan
$2M