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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 %
CAAS
551
Capital Asset Advisory Services
Michigan
$1.46M +$500 +3 +0%
CTA
552
Chesley Taft & Associates
Illinois
$1.45M -$95.8K -575 -6%
RZH
553
Relyea Zuckerberg Hanson
Connecticut
$1.45M +$21.5K +129 +2%
M
554
Mirova
France
$1.42M +$1.04M +6,254 +273%
NRS
555
Neville Rodie & Shaw
New York
$1.42M
BCWM
556
Bartlett & Co Wealth Management
Ohio
$1.42M
BC
557
Bartlett & Co
Ohio
$1.42M
SAM
558
Shell Asset Management
Netherlands
$1.41M +$16.8K +101 +1%
BL
559
Balentine LLC
Georgia
$1.41M -$1.06M -6,366 -43%
TRCT
560
Tower Research Capital (TRC)
New York
$1.4M -$1.24M -7,452 -47%
QI
561
Qtron Investments
Massachusetts
$1.4M +$138K +830 +11%
EWM
562
Evercore Wealth Management
New York
$1.39M -$2.17K -13 -0.2%
S
563
SignatureFD
Georgia
$1.38M -$35.3K -212 -2%
CS
564
Comerica Securities
Michigan
$1.38M +$280K +1,684 +26%
LIA
565
LS Investment Advisors
Michigan
$1.38M
BS
566
Banco Santander
Spain
$1.36M +$18.3K +110 +1%
QCG
567
Quadrant Capital Group
Ohio
$1.36M -$10.2K -61 -0.7%
TPCW
568
TD Private Client Wealth
New York
$1.36M +$87.3K +523 +7%
BRC
569
Bishop Rock Capital
New York
$1.35M -$3.55M -21,293 -72%
EBT
570
Enterprise Bank & Trust
Massachusetts
$1.34M -$19.8K -119 -1%
DI
571
DFPG Investments
Utah
$1.34M +$35K +210 +3%
PA
572
PFG Advisors
Arizona
$1.33M +$45.8K +275 +4%
LI
573
LMCG Investments
Massachusetts
$1.33M -$87.1K -523 -6%
MYIA
574
Mount Yale Investment Advisors
Colorado
$1.32M -$453K -2,718 -26%
HPC
575
HM Payson & Co
Maine
$1.29M +$38.6K +232 +3%