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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HCM
551
Howland Capital Management
Massachusetts
$2.31M -$41.2K -200 -2%
HAG
552
HighPoint Advisor Group
Illinois
$2.29M -$125K -606 -5%
TG
553
TCW Group
California
$2.28M -$236K -1,147 -9%
HI
554
Horizon Investments
North Carolina
$2.28M +$34.7K +169 +2%
TIAA Trust, National Association
555
TIAA Trust, National Association
North Carolina
$2.27M -$63K -306 -3%
IGAM
556
iA Global Asset Management
Quebec, Canada
$2.23M -$155K -751 -6%
TAIM
557
Te Ahumairangi Investment Management
New Zealand
$2.22M -$158K -765 -7%
BJL
558
Brighton Jones LLC
Washington
$2.2M +$261K +1,268 +13%
LNWWM
559
Laird Norton Wetherby Wealth Management
California
$2.2M -$9.48K -46 -0.4%
GP
560
Girard Partners
Pennsylvania
$2.18M -$75.2K -365 -3%
RJT
561
Raymond James Trust
Florida
$2.18M +$91.3K +443 +4%
LFG
562
Larson Financial Group
Missouri
$2.18M +$151K +732 +7%
MUAMU
563
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.16M
DWA
564
Delap Wealth Advisory
Oregon
$2.16M -$1.85M -8,972 -46%
TA
565
TKG Advisors
Indiana
$2.15M +$2.15M +10,445 New
FTDI
566
First Trust Direct Indexing
Massachusetts
$2.11M +$152K +739 +8%
VVP
567
Venture Visionary Partners
Ohio
$2.1M -$14.6K -71 -0.7%
FRA
568
Front Row Advisors
California
$2.1M +$26.6K +129 +1%
KPWS
569
Kestra Private Wealth Services
Texas
$2.07M +$105K +510 +5%
CK
570
Cohen Klingenstein
New York
$2.06M
HBT
571
Hills Bank & Trust
Iowa
$2.05M -$22.9K -111 -1%
GT
572
Greenleaf Trust
Michigan
$2.04M +$29.5K +143 +1%
DBIA
573
Dumont & Blake Investment Advisors
New Jersey
$2.03M +$14K +68 +0.7%
VRM
574
Vectors Research Management
New York
$2.03M -$109K -530 -5%
MWM
575
Mission Wealth Management
California
$2.01M +$17.5K +85 +0.9%