MMC icon

Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WA
576
Wealth Alliance
New York
$657K +$25.2K +207 +4%
GCMG
577
Gyroscope Capital Management Group
Florida
$656K -$19.2K -158 -3%
FTDI
578
First Trust Direct Indexing
Massachusetts
$651K +$8.65K +71 +1%
S
579
SignatureFD
Georgia
$651K +$90.9K +747 +16%
FCH
580
Freestone Capital Holdings
Washington
$651K +$101K +828 +18%
QCG
581
Quadrant Capital Group
Ohio
$648K +$211K +1,734 +48%
MPAM
582
Murphy Pohlad Asset Management
Minnesota
$643K -$10.3K -85 -2%
GIA
583
Gateway Investment Advisers
Ohio
$638K -$1.71K -14 -0.3%
ACP
584
Ashfield Capital Partners
California
$633K
VFA
585
Voya Financial Advisors
Connecticut
$633K +$43.5K +358 +7%
GWS
586
Glassman Wealth Services
Virginia
$632K -$3.41K -28 -0.5%
WW
587
Westshore Wealth
California
$623K +$623K +5,116 New
PFO
588
Pathstone Family Office
New Jersey
$622K +$526K +4,321 +550%
OAM
589
Optimal Asset Management
California
$621K +$390K +3,200 +168%
TI
590
Truehand Inc
New Hampshire
$618K -$6.7K -55 -1%
KM
591
Kalos Management
Georgia
$610K +$4.17K +31 +0.7%
EF
592
Empirical Finance
Pennsylvania
$607K
SIM
593
Sentry Investment Management
Wisconsin
$604K -$2.89M -23,751 -83%
TU
594
TDAM USA
Ontario, Canada
$604K -$35.1K -288 -5%
BAM
595
Blueshift Asset Management
New Jersey
$602K +$602K +4,939 New
KPWS
596
Kestra Private Wealth Services
Texas
$600K +$144K +1,184 +32%
JFL
597
Jarislowsky, Fraser Ltd
Quebec, Canada
$596K
CGL
598
Clarius Group LLC
Washington
$596K +$11.3K +93 +2%
PWP
599
Personal Wealth Partners
Minnesota
$593K
CCA
600
Checchi Capital Advisers
California
$587K -$7.07K -58 -1%