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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BC
576
Bartlett & Co
Ohio
$1.6M -$19.6K -103 -1%
BCWM
577
Bartlett & Co Wealth Management
Ohio
$1.6M -$19.6K -103 -1%
QI
578
Qtron Investments
Massachusetts
$1.6M
OIA
579
OneDigital Investment Advisors
Kansas
$1.59M +$283K +1,489 +22%
LSA
580
L & S Advisors
California
$1.58M +$1.58M +8,293 New
LIA
581
LS Investment Advisors
Michigan
$1.57M
BS
582
Banco Santander
Spain
$1.55M +$66.6K +350 +4%
CTA
583
Chesley Taft & Associates
Illinois
$1.55M -$106K -555 -6%
MC
584
Machina Capital
France
$1.55M +$925K +4,859 +149%
EBT
585
Enterprise Bank & Trust
Massachusetts
$1.52M -$761 -4 -0.1%
RZH
586
Relyea Zuckerberg Hanson
Connecticut
$1.52M -$88.3K -464 -5%
HWM
587
HB Wealth Management
Georgia
$1.5M +$270K +1,421 +22%
MTIC
588
Missouri Trust & Investment Company
Missouri
$1.49M +$404K +2,122 +37%
DGAM
589
Desjardins Global Asset Management
Quebec, Canada
$1.49M +$121K +636 +9%
PA
590
PFG Advisors
Arizona
$1.49M -$206K -1,085 -12%
MYIA
591
Mount Yale Investment Advisors
Colorado
$1.48M -$36.9K -194 -2%
KPWS
592
Kestra Private Wealth Services
Texas
$1.47M +$33.7K +177 +2%
TH
593
TCTC Holdings
Texas
$1.47M
LF
594
Lantz Financial
Illinois
$1.47M +$5.71K +30 +0.4%
WA1
595
Wimmer Associates 1
California
$1.46M -$69.3K -364 -5%
LI
596
LMCG Investments
Massachusetts
$1.46M -$45.7K -240 -3%
EWM
597
Evercore Wealth Management
New York
$1.46M -$162K -852 -10%
TPCW
598
TD Private Client Wealth
New York
$1.46M -$80.2K -421 -5%
DEA
599
DoubleLine ETF Adviser
Florida
$1.45M +$88.3K +464 +6%
BCV
600
Banque Cantonale Vaudoise
Switzerland
$1.43M +$80K +420 +6%