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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
526
Park Avenue Securities
New York
$1.7M +$143K +857 +9%
BHPW
527
Beverly Hills Private Wealth
California
$1.67M +$252K +1,511 +18%
CK
528
Cohen Klingenstein
New York
$1.67M
DWA
529
Delap Wealth Advisory
Oregon
$1.66M -$52.8K -317 -3%
LNC
530
Lincoln National Corp
Pennsylvania
$1.66M -$108K -650 -6%
WAP
531
Wealthcare Advisory Partners
Pennsylvania
$1.66M +$13.7K +82 +0.8%
GT
532
Greenleaf Trust
Michigan
$1.65M -$19.5K -117 -1%
TAM
533
Tealwood Asset Management
Minnesota
$1.64M -$61.3K -368 -4%
CCG
534
Chatham Capital Group
Georgia
$1.63M
ASN
535
Advisory Services Network
Georgia
$1.63M -$59.5K -357 -4%
Cambridge Investment Research Advisors
536
Cambridge Investment Research Advisors
Iowa
$1.62M +$126K +754 +8%
CSIC
537
Clifford Swan Investment Counsel
California
$1.62M
OIA
538
OneDigital Investment Advisors
Kansas
$1.6M +$708K +4,254 +79%
MGIA
539
Moneta Group Investment Advisors
Missouri
$1.6M +$142K +854 +10%
WA
540
Wealth Alliance
New York
$1.59M +$228K +1,369 +17%
FT
541
Fiduciary Trust
Massachusetts
$1.59M -$183K -1,100 -10%
GC
542
Grimes & Company
Massachusetts
$1.59M +$2K +12 +0.1%
HIC
543
Hartline Investment Corp
Illinois
$1.58M -$1.47M -8,844 -48%
CSPAM
544
Cary Street Partners Asset Management
Virginia
$1.55M -$106K -635 -6%
MWM
545
Mission Wealth Management
California
$1.52M +$23.8K +143 +2%
FTDI
546
First Trust Direct Indexing
Massachusetts
$1.51M +$36.6K +220 +2%
MYAM
547
Meiji Yasuda Asset Management
Japan
$1.51M -$1.96M -11,787 -57%
WA1
548
Wimmer Associates 1
California
$1.48M -$21.1K -116 -1%
TMAM
549
Tokio Marine Asset Management
Japan
$1.48M +$157K +944 +12%
RWB
550
RMR Wealth Builders
New Jersey
$1.47M