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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 %
RWA
551
Ropes Wealth Advisors
Massachusetts
$790K +$674K +5,000 +579%
NG
552
NatWest Group
United Kingdom
$784K -$585K -4,807 -43%
SI
553
Stephens Inc
Arkansas
$784K +$25.2K +207 +3%
DLA
554
Douglas Lane & Associates
New York
$783K -$11.5K -94 -1%
WANY
555
Wealthspire Advisors (New York)
New York
$782K +$248K +2,035 +46%
PA
556
PFG Advisors
Arizona
$780K +$40.2K +330 +5%
CSPIA
557
Cary Street Partners Investment Advisory
Virginia
$775K -$362K -2,967 -32%
BCM
558
Boltwood Capital Management
California
$766K +$4.51K +37 +0.6%
IC
559
IEQ Capital
California
$764K +$764K +6,268 New
EIA
560
Edgemoor Investment Advisors
Maryland
$762K +$208K +1,708 +38%
CA
561
Clearstead Advisors
Ohio
$762K +$546K +4,484 +252%
ACM
562
AlphaStar Capital Management
North Carolina
$755K +$755K +6,200 New
CCIA
563
Campbell & Co Investment Adviser
Maryland
$750K +$750K +6,155 New
VWM
564
Venturi Wealth Management
Texas
$743K -$10.4K -85 -1%
AIC
565
Aurora Investment Counsel
Georgia
$737K -$71.5K -587 -9%
GT
566
Greenleaf Trust
Michigan
$721K +$85K +698 +13%
ECM
567
ExodusPoint Capital Management
New York
$702K -$6.41M -52,638 -90%
EGM
568
Engineers Gate Manager
New York
$700K -$2.54M -20,879 -78%
BJL
569
Brighton Jones LLC
Washington
$700K +$134K +1,104 +24%
HIIFS
570
Harel Insurance Investments & Financial Services
Israel
$686K +$67.2K +165 +11%
OQS
571
Occudo Quantitative Strategies
Florida
$686K +$686K +5,631 New
VI
572
Versor Investments
New York
$685K +$685K +5,622 New
ZB
573
Zions Bancorporation
Utah
$679K +$454K +3,728 +202%
MCA
574
Mercer Capital Advisers
New Jersey
$676K
S
575
SimplyRich
California
$670K +$8.41K +69 +1%