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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
476
Syon Capital
California
$2.94M +$1.66M +8,779 +130%
BPA
477
Beacon Pointe Advisors
California
$2.9M -$47.9K -253 -2%
OAM
478
Occidental Asset Management
California
$2.9M -$40.2K -212 -1%
AWM
479
Accurate Wealth Management
Florida
$2.89M -$72.7K -377 -2%
QCM
480
Quantinno Capital Management
New York
$2.89M +$606K +3,196 +27%
Financial Engines Advisors
481
Financial Engines Advisors
California
$2.87M +$2.19M +11,542 +319%
UCFA
482
United Capital Financial Advisors
Texas
$2.87M +$1.98M +10,427 +221%
RWA
483
River Wealth Advisors
Pennsylvania
$2.87M -$103K -543 -3%
LA
484
Lindenwold Advisors
Pennsylvania
$2.85M -$6.06K -32 -0.2%
USAA
485
United Services Automobile Association
Texas
$2.83M +$216K +1,139 +8%
AAMU
486
AEGON Asset Management (UK)
United Kingdom
$2.83M +$2.83M +14,913 New
P
487
Pitcairn
Pennsylvania
$2.82M -$124K -654 -4%
KCG
488
Kinsale Capital Group
Virginia
$2.82M +$741K +3,909 +36%
SDIC
489
South Dakota Investment Council
South Dakota
$2.78M
MNBTD
490
Moody National Bank Trust Division
Texas
$2.77M -$1.36M -7,165 -33%
PAG
491
Private Advisor Group
New Jersey
$2.76M +$448K +2,363 +19%
SLI
492
Sumitomo Life Insurance
Japan
$2.72M -$104K -551 -4%
SICM
493
Sustainable Insight Capital Management
New York
$2.7M -$152K -800 -5%
NSEDCP
494
NJ State Employees Deferred Compensation Plan
New Jersey
$2.67M -$928K -4,900 -26%
Credit Agricole
495
Credit Agricole
France
$2.67M +$1.76M +9,306 +195%
Luther King Capital Management (LKCM)
496
Luther King Capital Management (LKCM)
Texas
$2.65M +$1.49M +7,840 +128%
TCA
497
Transcend Capital Advisors
New Jersey
$2.65M +$611K +3,223 +30%
KWM
498
Kingsview Wealth Management
Oregon
$2.6M +$8.15K +43 +0.3%
FCH
499
Freestone Capital Holdings
Washington
$2.59M -$219K -1,154 -8%
BIP
500
Bouvel Investment Partners
Pennsylvania
$2.57M +$74.1K +391 +3%