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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
501
Private Advisor Group
New Jersey
$3.03M +$26K +126 +0.9%
SDIC
502
South Dakota Investment Council
South Dakota
$3.02M
TCA
503
Transcend Capital Advisors
New Jersey
$3.01M +$128K +621 +4%
AAS
504
Avantax Advisory Services
Texas
$3M +$543K +2,636 +22%
MNBTD
505
Moody National Bank Trust Division
Texas
$2.99M -$23.5K -114 -0.8%
AWM
506
Accurate Wealth Management
Florida
$2.99M -$45.7K -226 -2%
AAMU
507
AEGON Asset Management (UK)
United Kingdom
$2.98M -$91.4K -444 -3%
UCFA
508
United Capital Financial Advisors
Texas
$2.96M -$156K -759 -5%
NSEDCP
509
NJ State Employees Deferred Compensation Plan
New Jersey
$2.9M
UHC
510
Union Heritage Capital
Michigan
$2.9M +$425K +2,064 +17%
BCV
511
Banque Cantonale Vaudoise
Switzerland
$2.9M +$1.17M +5,701 +68%
SICM
512
Sustainable Insight Capital Management
New York
$2.89M -$41.2K -200 -1%
SLI
513
Sumitomo Life Insurance
Japan
$2.87M -$82.8K -402 -3%
Luther King Capital Management (LKCM)
514
Luther King Capital Management (LKCM)
Texas
$2.87M -$14.4K -70 -0.5%
KWM
515
Kingsview Wealth Management
Oregon
$2.83M +$1.03K +5 +0%
MMA
516
Miracle Mile Advisors
California
$2.8M +$40.8K +198 +1%
Assenagon Asset Management
517
Assenagon Asset Management
Luxembourg
$2.8M -$107M -519,057 -97%
FCH
518
Freestone Capital Holdings
Washington
$2.8M -$17.5K -85 -0.6%
CW
519
CreativeOne Wealth
Kansas
$2.79M +$2.79M +13,543 New
BIP
520
Bouvel Investment Partners
Pennsylvania
$2.76M -$25.1K -122 -0.9%
Squarepoint
521
Squarepoint
New York
$2.75M -$15.9M -77,258 -85%
GSC
522
G&S Capital
Colorado
$2.75M +$2.75M +13,333 New
PAS
523
Park Avenue Securities
New York
$2.74M +$66.3K +322 +2%
RIM
524
Rakuten Investment Management
Japan
$2.73M +$2.48M +12,019 +985%
MFG
525
Merit Financial Group
Georgia
$2.71M +$1.29M +6,486 +91%