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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CK
551
Cohen Klingenstein
New York
$1.89M
Nomura Holdings
552
Nomura Holdings
Japan
$1.89M +$1.89M +9,962 New
BHPW
553
Beverly Hills Private Wealth
California
$1.87M -$37.9K -200 -2%
LFG
554
Larson Financial Group
Missouri
$1.86M +$1.81M +9,571 +3,724%
SC
555
Savant Capital
Illinois
$1.86M +$165K +869 +10%
DBIA
556
Dumont & Blake Investment Advisors
New Jersey
$1.85M -$119K -630 -6%
GT
557
Greenleaf Trust
Michigan
$1.85M +$48.5K +256 +3%
GP
558
Geneva Partners
Wisconsin
$1.84M +$1.84M +9,726 New
CCG
559
Chatham Capital Group
Georgia
$1.84M
BMCM
560
Bryn Mawr Capital Management
Pennsylvania
$1.84M -$383K -2,023 -17%
PS
561
Pensionfund Sabic
Netherlands
$1.84M
Cambridge Investment Research Advisors
562
Cambridge Investment Research Advisors
Iowa
$1.83M -$162K -856 -8%
TAM
563
Tealwood Asset Management
Minnesota
$1.83M -$34.1K -180 -2%
MWM
564
Mission Wealth Management
California
$1.83M +$64.2K +339 +4%
SFP
565
Sweet Financial Partners
Minnesota
$1.83M +$211K +1,113 +13%
CC
566
Courier Capital
New York
$1.82M +$24.4K +129 +1%
BAM
567
Belpointe Asset Management
Nevada
$1.81M +$15.2K +80 +0.8%
KPWS
568
Kestra Private Wealth Services
Texas
$1.81M +$340K +1,793 +23%
FTDI
569
First Trust Direct Indexing
Massachusetts
$1.8M -$24.3K -128 -1%
GC
570
Grimes & Company
Massachusetts
$1.8M +$7.96K +42 +0.4%
BJL
571
Brighton Jones LLC
Washington
$1.78M -$44.5K -235 -2%
GS
572
GTS Securities
New York
$1.76M -$330K -1,744 -16%
MGIA
573
Moneta Group Investment Advisors
Missouri
$1.75M -$47.9K -253 -3%
S
574
SignatureFD
Georgia
$1.75M +$24.8K +131 +1%
FNT
575
First National Trust
Pennsylvania
$1.73M -$237K -1,249 -12%