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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MF
551
Magnetar Financial
Illinois
$1.28M +$1.28M +8,562 New
NRS
552
Neville Rodie & Shaw
New York
$1.27M
BCWM
553
Bartlett & Co Wealth Management
Ohio
$1.27M +$182K +1,222 +17%
BC
554
Bartlett & Co
Ohio
$1.27M +$182K +1,222 +17%
Cambridge Investment Research Advisors
555
Cambridge Investment Research Advisors
Iowa
$1.26M +$50.3K +337 +4%
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.24M
WIC
557
Wilkins Investment Counsel
Massachusetts
$1.23M
RZH
558
Relyea Zuckerberg Hanson
Connecticut
$1.23M +$6.72K +45 +0.6%
CAAS
559
Capital Asset Advisory Services
Michigan
$1.22M +$34.9K +234 +3%
EBT
560
Enterprise Bank & Trust
Massachusetts
$1.22M
S
561
SignatureFD
Georgia
$1.21M +$122K +816 +11%
Verition Fund Management
562
Verition Fund Management
Connecticut
$1.2M +$977K +6,547 +441%
SF
563
Summit Financial
New Jersey
$1.19M +$174K +1,168 +17%
EWM
564
Evercore Wealth Management
New York
$1.18M
WWM
565
Western Wealth Management
Colorado
$1.17M -$60.8K -407 -5%
RJT
566
Raymond James Trust
Florida
$1.17M +$113K +757 +11%
PA
567
PFG Advisors
Arizona
$1.15M +$11.2K +75 +1%
BS
568
Banco Santander
Spain
$1.14M -$40K -268 -3%
PAS
569
Park Avenue Securities
New York
$1.14M +$72.3K +484 +7%
HPC
570
HM Payson & Co
Maine
$1.13M +$13.7K +92 +1%
QI
571
Qtron Investments
Massachusetts
$1.13M
TH
572
TCTC Holdings
Texas
$1.12M
MM
573
MQS Management
New York
$1.11M +$1.11M +7,456 New
TW
574
TrinityPoint Wealth
Connecticut
$1.11M -$747 -5 -0.1%
KPWS
575
Kestra Private Wealth Services
Texas
$1.1M +$9.56K +64 +0.9%