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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
526
Delap Wealth Advisory
Oregon
$1.71M +$1.71M +10,311 New
LNWWM
527
Laird Norton Wetherby Wealth Management
California
$1.7M +$46.3K +280 +3%
TCM
528
Teza Capital Management
Illinois
$1.69M +$145K +879 +9%
TAM
529
Tealwood Asset Management
Minnesota
$1.69M -$56.3K -340 -3%
ECM
530
ExodusPoint Capital Management
New York
$1.68M -$2.45M -14,828 -59%
ASN
531
Advisory Services Network
Georgia
$1.68M +$193K +1,165 +13%
GT
532
Greenleaf Trust
Michigan
$1.66M +$52.5K +317 +3%
CK
533
Cohen Klingenstein
New York
$1.65M
CSPAM
534
Cary Street Partners Asset Management
Virginia
$1.65M -$11.4K -69 -0.7%
WAP
535
Wealthcare Advisory Partners
Pennsylvania
$1.63M +$92.5K +559 +6%
CCG
536
Chatham Capital Group
Georgia
$1.62M +$161K +975 +11%
RJT
537
Raymond James Trust
Florida
$1.62M +$328K +1,984 +25%
Walleye Trading
538
Walleye Trading
New York
$1.61M +$1.61M +9,753 New
CSIC
539
Clifford Swan Investment Counsel
California
$1.61M -$6.79K -41 -0.4%
PRC
540
Pearl River Capital
Michigan
$1.6M -$7.12K -43 -0.4%
Holocene Advisors
541
Holocene Advisors
New York
$1.57M +$1.57M +9,517 New
GC
542
Grimes & Company
Massachusetts
$1.57M -$7.45K -45 -0.5%
PAS
543
Park Avenue Securities
New York
$1.54M +$280K +1,689 +22%
QT
544
Quantbot Technologies
New York
$1.54M -$148K -895 -9%
CTA
545
Chesley Taft & Associates
Illinois
$1.54M -$8.27K -50 -0.5%
MGIA
546
Moneta Group Investment Advisors
Missouri
$1.53M -$88.2K -504 -5%
NA
547
NewEdge Advisors
Louisiana
$1.51M +$101K +907 +7%
Cambridge Investment Research Advisors
548
Cambridge Investment Research Advisors
Iowa
$1.48M +$84.6K +511 +6%
MWM
549
Mission Wealth Management
California
$1.48M -$10.3K -62 -0.7%
FTDI
550
First Trust Direct Indexing
Massachusetts
$1.47M +$331 +2 +0%