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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 %
DT
526
Diversified Trust
Tennessee
$917K +$228K +1,871 +33%
LS
527
Livforsakringsbolaget Skandia
Sweden
$915K
MWM
528
Mission Wealth Management
California
$915K +$103K +847 +13%
TH
529
TCTC Holdings
Texas
$913K
QI
530
QS Investors
New York
$913K
WPA
531
West Paces Advisors
Georgia
$909K +$26.1K +214 +3%
HPC
532
HM Payson & Co
Maine
$908K -$32.2K -264 -3%
AIP
533
Ameritas Investment Partners
Nebraska
$898K -$42K -345 -4%
TCOT
534
Trust Company of Toledo
Ohio
$897K +$5.61K +46 +0.6%
Walleye Trading
535
Walleye Trading
New York
$891K +$891K +7,318 New
RIM
536
Redwood Investment Management
Arizona
$891K +$891K +7,345 New
CNC
537
Canandaigua National Corp
New York
$890K +$15.5K +127 +2%
NW
538
NewEdge Wealth
Pennsylvania
$881K -$873K -7,162 -50%
WAP
539
Wealthcare Advisory Partners
Pennsylvania
$867K -$143K -1,174 -14%
BHC
540
Bowen Hanes & Co
Florida
$856K +$93.2K +765 +12%
VPIM
541
Vanguard Personalized Indexing Management
California
$851K +$322K +2,644 +61%
AWM
542
Aries Wealth Management
Maine
$839K +$193K +1,538 +30%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$837K
BC
544
Bartlett & Co
Ohio
$837K
CI
545
Conning Inc
Connecticut
$835K -$74.3K -610 -8%
GF
546
Gries Financial
Ohio
$821K +$821K +6,101 New
AG
547
AlphaSimPlex Group
Massachusetts
$817K -$826K -6,782 -50%
EWM
548
Elmwood Wealth Management
California
$816K +$816K +6,703 New
ST
549
Smithfield Trust
Pennsylvania
$804K
CIA
550
Capital Investment Advisors
Georgia
$790K +$365 +3 +0%