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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 %
AG
526
Ascent Group
Virginia
$2.69M -$622K -3,022 -19%
WIA
527
World Investment Advisors
California
$2.66M -$3.74M -7,495 -58%
VSQM
528
V-Square Quantitative Management
Illinois
$2.65M +$420K +2,037 +19%
BLC
529
Brown, Lisle/Cummings
Rhode Island
$2.64M +$141K +686 +6%
HSA
530
HBK Sorce Advisory
Pennsylvania
$2.63M -$19K -92 -0.7%
FA
531
FDx Advisors
Illinois
$2.63M -$1.19M -5,784 -31%
PTC
532
Private Trust Company
Ohio
$2.62M -$12.4K -60 -0.5%
DWM
533
Dynasty Wealth Management
Florida
$2.56M +$2.56M +12,423 New
PP
534
Pegasus Partners
Wisconsin
$2.56M +$80.1K +389 +3%
BF
535
BOK Financial
Oklahoma
$2.52M -$1.01M -4,952 -29%
MCM
536
MAI Capital Management
Ohio
$2.49M +$147K +713 +6%
PGCM
537
Prescott Group Capital Management
Oklahoma
$2.48M +$412K +2,000 +20%
IWA
538
Icon Wealth Advisors
Texas
$2.47M -$261K -1,266 -10%
KJHP
539
K.J. Harrison & Partners
Ontario, Canada
$2.47M +$2.47M +12,000 New
VAS
540
Vestmark Advisory Solutions
Massachusetts
$2.46M -$23.5K -114 -0.9%
EF
541
Empowered Funds
Pennsylvania
$2.43M +$271K +1,315 +13%
HT
542
Heritage Trust
Oklahoma
$2.42M -$78.1K -379 -3%
Cambridge Investment Research Advisors
543
Cambridge Investment Research Advisors
Iowa
$2.42M +$423K +2,055 +21%
CIBC World Market
544
CIBC World Market
Ontario, Canada
$2.41M -$57.3K -278 -2%
CAAS
545
Capital Asset Advisory Services
Michigan
$2.39M +$181K +878 +8%
TMAM
546
Tokio Marine Asset Management
Japan
$2.39M +$181K +878 +8%
NIM
547
NEOS Investment Management
Connecticut
$2.38M +$944K +4,584 +66%
IA
548
Icon Advisers
Colorado
$2.34M
Two Sigma Advisers
549
Two Sigma Advisers
New York
$2.33M -$1.44M -7,000 -38%
UM
550
UniSuper Management
Australia
$2.31M +$1.5M +7,258 +184%