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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.77%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
CAM
501
Cresset Asset Management
Illinois
$3.78M -$5.41M -25,485 -59%
MBTD
502
Mechanics Bank - Trust Department
California
$3.76M +$56.1K +264 +2%
KAS
503
Kestra Advisory Services
Texas
$3.76M -$419K -1,971 -10%
CA
504
Commerzbank Aktiengesellschaft
Germany
$3.76M +$961K +4,525 +34%
NICM
505
Neo Ivy Capital Management
New York
$3.73M +$3.16M +14,880 +559%
RCIM
506
Red Cedar Investment Management
Michigan
$3.72M
PD
507
Point72 (DIFC)
United Arab Emirates
$3.72M -$2.05M -9,659 -36%
MFG
508
Merit Financial Group
Georgia
$3.69M +$1.8M +8,487 +95%
HT
509
Heritage Trust
Oklahoma
$3.67M +$3.67M +17,279 New
BCM
510
Becker Capital Management
Oregon
$3.66M
BIM
511
Brentview Investment Management
Illinois
$3.63M +$3.63M +17,113 New
EF
512
Empirical Finance
Pennsylvania
$3.58M -$48K -226 -1%
BTI
513
Blue Trust Inc
Georgia
$3.57M -$697K -3,281 -16%
NW
514
NewEdge Wealth
Pennsylvania
$3.55M -$47.4K -223 -1%
AF
515
Alerus Financial
North Dakota
$3.54M -$358K -1,684 -9%
DS
516
DRW Securities
Illinois
$3.53M +$3.53M +16,600 New
AG
517
Ascent Group
Virginia
$3.49M +$124K +584 +4%
Federated Hermes
518
Federated Hermes
Pennsylvania
$3.49M +$34.2K +161 +1%
CPCPP
519
Canada Post Corporation Pension Plan
Canada
$3.46M +$3.46M +16,283 New
Nomura Holdings
520
Nomura Holdings
Japan
$3.44M +$3.2M +15,084 +1,376%
ECM
521
Everence Capital Management
Indiana
$3.42M +$1.33M +6,260 +63%
CL
522
Choreo LLC
Illinois
$3.41M +$64.7K +305 +2%
SIA
523
Strategic Investment Advisors
Michigan
$3.36M -$3.82K -18 -0.1%
AC
524
Allstate Corporation
Illinois
$3.36M +$3.36M +15,805 New
FCBT
525
First Citizens Bank & Trust
North Carolina
$3.34M -$85.6K -403 -2%