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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DWA
551
Delap Wealth Advisory
Oregon
$1.84M +$1.71K +9 +0.1%
FTDI
552
First Trust Direct Indexing
Massachusetts
$1.84M -$2.47K -13 -0.1%
BJL
553
Brighton Jones LLC
Washington
$1.83M -$64.3K -338 -3%
VRM
554
Vectors Research Management
New York
$1.83M -$77.4K -434 -4%
GT
555
Greenleaf Trust
Michigan
$1.81M +$43.4K +228 +2%
MGIA
556
Moneta Group Investment Advisors
Missouri
$1.81M -$19K -100 -1%
CC
557
Courier Capital
New York
$1.81M -$74.4K -391 -4%
BL
558
Balentine LLC
Georgia
$1.8M +$35.4K +186 +2%
BAM
559
Belpointe Asset Management
Nevada
$1.8M +$674K +3,543 +60%
GC
560
Grimes & Company
Massachusetts
$1.8M +$5.71K +30 +0.3%
MWM
561
Mission Wealth Management
California
$1.78M +$27.6K +145 +2%
CSIC
562
Clifford Swan Investment Counsel
California
$1.73M -$114K -600 -6%
MFG
563
Merit Financial Group
Georgia
$1.73M +$613K +3,220 +55%
S
564
SignatureFD
Georgia
$1.73M +$104K +548 +6%
WAP
565
Wealthcare Advisory Partners
Pennsylvania
$1.71M -$19.8K -104 -1%
CSPAM
566
Cary Street Partners Asset Management
Virginia
$1.7M -$43.2K -227 -2%
WA
567
Wealth Alliance
New York
$1.7M -$113K -595 -6%
SC
568
Savant Capital
Illinois
$1.7M +$23.6K +124 +1%
RWB
569
RMR Wealth Builders
New Jersey
$1.68M
MF
570
Magnetar Financial
Illinois
$1.68M +$1.68M +8,829 New
FT
571
Fiduciary Trust
Massachusetts
$1.67M -$3.81K -20 -0.2%
QCG
572
Quadrant Capital Group
Ohio
$1.65M +$145K +762 +10%
SFP
573
Sweet Financial Partners
Minnesota
$1.62M +$18.1K +95 +1%
NRS
574
Neville Rodie & Shaw
New York
$1.62M
WBC
575
Westpac Banking Corp
Australia
$1.62M -$1.38M -7,252 -46%