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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CSIC
576
Clifford Swan Investment Counsel
California
$1.72M -$6.63K -35 -0.4%
FT
577
Fiduciary Trust
Massachusetts
$1.72M +$60.6K +320 +4%
QCG
578
Quadrant Capital Group
Ohio
$1.71M +$61.8K +326 +4%
SGI
579
Summit Global Investments
Utah
$1.71M +$1.11M +5,878 +188%
VT
580
Vise Technologies
New York
$1.7M +$808K +4,266 +91%
CSPAM
581
Cary Street Partners Asset Management
Virginia
$1.69M -$4.74K -25 -0.3%
WA
582
Wealth Alliance
New York
$1.69M -$2.46K -13 -0.1%
DS
583
DRW Securities
Illinois
$1.69M +$1.69M +8,900 New
EWM
584
Evercore Wealth Management
New York
$1.68M +$232K +1,223 +16%
RWB
585
RMR Wealth Builders
New Jersey
$1.68M +$1.14K +6 +0.1%
ET
586
Entropy Technologies
New York
$1.68M +$1.68M +8,845 New
WAP
587
Wealthcare Advisory Partners
Pennsylvania
$1.66M -$41.3K -218 -2%
OIA
588
OneDigital Investment Advisors
Kansas
$1.64M +$56.3K +297 +4%
NRS
589
Neville Rodie & Shaw
New York
$1.62M
BC
590
Bartlett & Co
Ohio
$1.59M
BCWM
591
Bartlett & Co Wealth Management
Ohio
$1.59M
QI
592
Qtron Investments
Massachusetts
$1.59M -$3.79K -20 -0.2%
BCV
593
Banque Cantonale Vaudoise
Switzerland
$1.59M +$160K +845 +11%
BS
594
Banco Santander
Spain
$1.58M +$41.7K +220 +3%
AWM
595
AE Wealth Management
Kansas
$1.58M -$1.19M -6,185 -43%
RWM
596
Ritholtz Wealth Management
New York
$1.58M -$559K -2,949 -26%
DEA
597
DoubleLine ETF Adviser
Florida
$1.56M +$121K +639 +8%
CCM
598
Coldstream Capital Management
Washington
$1.56M +$161K +849 +12%
HWM
599
HB Wealth Management
Georgia
$1.53M +$37.5K +198 +3%
MTIC
600
Missouri Trust & Investment Company
Missouri
$1.52M +$40K +211 +3%