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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
TH
576
TCTC Holdings
Texas
$1.29M +$40.3K +242 +3%
LWCFA
577
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.29M
MCM
578
MAI Capital Management
Ohio
$1.28M -$77.4K -465 -6%
LF
579
Lantz Financial
Illinois
$1.28M
SF
580
Summit Financial
New Jersey
$1.28M +$3.5K +21 +0.3%
CA
581
Clearstead Advisors
Ohio
$1.27M +$118K +708 +10%
TW
582
TrinityPoint Wealth
Connecticut
$1.24M +$1.5K +9 +0.1%
AAS
583
Avantax Advisory Services
Texas
$1.24M +$296K +1,777 +31%
AT
584
Arden Trust
Delaware
$1.23M +$149K +893 +14%
ST
585
Smithfield Trust
Pennsylvania
$1.22M
KPWS
586
Kestra Private Wealth Services
Texas
$1.22M +$67.3K +404 +6%
TSW
587
Thompson Siegel & Walmsley
Virginia
$1.22M -$13.3K -80 -1%
WI
588
Wintrust Investments
Illinois
$1.21M
AI
589
AXS Investments
New York
$1.21M +$73.1K +439 +6%
CCM
590
Coldstream Capital Management
Washington
$1.2M -$16.5K -99 -1%
RFP
591
RCS Financial Planning
Maryland
$1.19M -$167 -1 -0%
CAM
592
Cresset Asset Management
Illinois
$1.19M -$469K -2,816 -28%
ACM
593
Acrisure Capital Management
Texas
$1.18M -$114K -682 -9%
OIAM
594
OFI Invest Asset Management
France
$1.14M +$1.14M +190,367 New
EWM
595
Elmwood Wealth Management
California
$1.11M +$13.3K +80 +1%
CNC
596
Citizens & Northern Corp
Pennsylvania
$1.11M +$15.3K +92 +1%
PGFC
597
Peapack-Gladstone Financial Corp
New Jersey
$1.1M -$18.3K -110 -2%
PA
598
Pinnacle Associates
New York
$1.09M +$10.8K +65 +1%
UBG
599
United Bank (Georgia)
Georgia
$1.09M -$20K -120 -2%
BWAM
600
Boyd Watterson Asset Management
Ohio
$1.08M -$13K -78 -1%