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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 %
CIBC World Market
501
CIBC World Market
Ontario, Canada
$1.05M +$200K +1,644 +23%
MYIA
502
Mount Yale Investment Advisors
Colorado
$1.05M +$359K +2,944 +52%
NRS
503
Neville Rodie & Shaw
New York
$1.04M
WI
504
Wintrust Investments
Illinois
$1.04M -$70.4K -578 -6%
EBT
505
Enterprise Bank & Trust
Massachusetts
$1.02M +$46K +378 +5%
SP
506
Symmetry Partners
Connecticut
$1.02M -$263K -2,164 -21%
WIC
507
Wilkins Investment Counsel
Massachusetts
$1M
YIH
508
Y-Intercept (HK)
Hong Kong
$998K +$998K +8,215 New
RJT
509
Raymond James Trust
Florida
$997K +$128K +1,048 +15%
AAS
510
Annex Advisory Services
Wisconsin
$995K -$76.1K -625 -7%
MGIA
511
Moneta Group Investment Advisors
Missouri
$995K +$10.2K +84 +1%
IA
512
IndexIQ Advisors
New York
$988K +$125K +1,030 +15%
BAM
513
Belpointe Asset Management
Nevada
$984K -$22.8K -187 -2%
Qube Research & Technologies (QRT)
514
Qube Research & Technologies (QRT)
United Kingdom
$983K -$9.91M -81,339 -91%
FWCM
515
Ferguson Wellman Capital Management
Oregon
$976K -$172K -1,416 -15%
PA
516
Profund Advisors
Maryland
$974K +$123K +1,010 +14%
TSW
517
Thompson Siegel & Walmsley
Virginia
$971K +$19.2K +158 +2%
CNC
518
Citizens & Northern Corp
Pennsylvania
$968K +$23.4K +192 +2%
CI Investments Inc
519
CI Investments Inc
Ontario, Canada
$962K -$357K -2,935 -27%
TC
520
Toews Corporation
New Jersey
$962K +$962K +7,900 New
LNWWM
521
Laird Norton Wetherby Wealth Management
California
$955K +$3.9K +32 +0.4%
LWCFA
522
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$951K -$70.7K -580 -7%
UBG
523
United Bank (Georgia)
Georgia
$950K -$12.3K -101 -1%
BFEC
524
Benjamin F. Edwards & Company
Missouri
$929K +$43.9K +360 +5%
ACM
525
Allred Capital Management
Texas
$928K -$128K -1,051 -12%