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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 %
TCM
501
Teza Capital Management
Illinois
$2.55M -$1.74M -9,189 -41%
MMA
502
Miracle Mile Advisors
California
$2.54M -$3.41K -18 -0.1%
IWA
503
Icon Wealth Advisors
Texas
$2.52M +$2.52M +13,278 New
PAS
504
Park Avenue Securities
New York
$2.46M +$452K +2,385 +23%
HSA
505
HBK Sorce Advisory
Pennsylvania
$2.44M -$311K -1,644 -11%
WIA
506
World Investment Advisors
California
$2.43M +$2.43M +12,821 New
PTC
507
Private Trust Company
Ohio
$2.42M +$3.41K +18 +0.1%
Bessemer Group
508
Bessemer Group
New Jersey
$2.4M -$235K -1,240 -9%
HAG
509
HighPoint Advisor Group
Illinois
$2.38M +$2.38M +11,730 New
LSA
510
L & S Advisors
California
$2.35M +$782K +4,129 +50%
TG
511
TCW Group
California
$2.31M +$2.31M +12,235 New
BLC
512
Brown, Lisle/Cummings
Rhode Island
$2.3M +$189 +1 +0%
HT
513
Heritage Trust
Oklahoma
$2.3M +$80.9K +427 +4%
FI
514
FJ Investments
Utah
$2.29M +$2.29M +12,104 New
VAS
515
Vestmark Advisory Solutions
Massachusetts
$2.28M -$106K -559 -4%
PP
516
Pegasus Partners
Wisconsin
$2.28M -$147K -776 -6%
ECM
517
Everence Capital Management
Indiana
$2.27M -$402K -2,120 -15%
UHC
518
Union Heritage Capital
Michigan
$2.27M
CIBC World Market
519
CIBC World Market
Ontario, Canada
$2.27M -$1.38M -7,278 -38%
AAS
520
Avantax Advisory Services
Texas
$2.26M +$407K +2,148 +22%
EVM
521
Evelyn V. Moreno
$2.23M +$2.23M +11,745 New
Verition Fund Management
522
Verition Fund Management
Connecticut
$2.22M -$41.1K -217 -2%
VA
523
Vident Advisory
Georgia
$2.22M -$12.9K -68 -0.6%
ASN
524
Advisory Services Network
Georgia
$2.21M +$307K +1,622 +16%
IGAM
525
iA Global Asset Management
Quebec, Canada
$2.19M -$263K -1,386 -11%