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Marsh & McLennan

877 hedge funds and large institutions have $38.6B invested in Marsh & McLennan in 2020 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 311 increasing their positions, 330 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
877
Holders Change
-44
Holders Change %
-4.78%
% of All Funds
19.37%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
85
Increased
311
Reduced
330
Closed
118
Calls
$19M
Puts
$34.7M
Net Calls
-$15.6M
Net Calls Change
-$20.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SP
576
Symmetry Partners
Connecticut
$420K -$45.2K -523 -10%
ECM
577
ExodusPoint Capital Management
New York
$416K -$1.31M -15,104 -76%
WAM
578
Wealthspire Advisors (Maryland)
Maryland
$416K
IIC
579
Ironwood Investment Counsel
Arizona
$415K -$692 -8 -0.2%
AWM
580
Aries Wealth Management
Maine
$412K -$41.4K -500 -9%
EIA
581
Edgemoor Investment Advisors
Maryland
$411K +$140K +1,614 +51%
SWA
582
SFMG Wealth Advisors
Texas
$410K -$81.6K -943 -17%
MWM
583
Mission Wealth Management
California
$404K -$1.73K -20 -0.4%
BSW
584
Buckingham Strategic Wealth
Missouri
$395K +$57.6K +666 +17%
OAM
585
Occidental Asset Management
California
$395K +$395K +4,570 New
MYAM
586
Meiji Yasuda Asset Management
Japan
$393K -$2.05M -23,790 -84%
S
587
Seeyond
France
$393K -$9.16K -312 -2%
QC
588
Quadrature Capital
United Kingdom
$389K +$389K +4,500 New
LOAME
589
Lombard Odier Asset Management (Europe)
United Kingdom
$386K -$67.5K -780 -15%
CAPTRUST Financial Advisors
590
CAPTRUST Financial Advisors
North Carolina
$385K -$5.5K -67 -1%
HB
591
Homrich & Berg
Georgia
$382K -$142K -1,639 -27%
FB
592
Fulton Bank
Pennsylvania
$382K +$93.6K +1,082 +32%
GRP
593
Global Retirement Partners
California
$377K +$12.1K +140 +3%
GT
594
Glenview Trust
Kentucky
$372K -$7.44K -86 -2%
AFP
595
Ausdal Financial Partners
Iowa
$364K
V
596
VeraBank
Texas
$364K +$364K +4,204 New
XM
597
XTX Markets
New York
$354K +$354K +4,095 New
UCFA
598
United Capital Financial Advisors
Texas
$352K -$425K -4,913 -55%
AUB
599
Atlantic Union Bankshares
Virginia
$348K
ARMT
600
Amica Retiree Medical Trust
Rhode Island
$346K