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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.77%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
VAS
576
Vestmark Advisory Solutions
Massachusetts
$2.49M +$18.3K +86 +0.7%
UOTTAIMCU
577
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.49M -$4.82M -22,714 -66%
MWM
578
Moran Wealth Management
Florida
$2.47M +$2.47M +11,626 New
HI
579
Horizon Investments
North Carolina
$2.45M +$54K +255 +2%
BPA
580
Beacon Pointe Advisors
California
$2.43M -$426K -2,004 -15%
HAG
581
HighPoint Advisor Group
Illinois
$2.42M +$34.2K +150 +1%
TAIM
582
Te Ahumairangi Investment Management
New Zealand
$2.42M +$190K +896 +9%
TG
583
TCW Group
California
$2.41M +$36.5K +172 +2%
BBVA
584
Banco Bilbao Vizcaya Argentaria
Spain
$2.41M -$1.18M -5,564 -33%
USAA
585
United Services Automobile Association
Texas
$2.4M
Marshall Wace
586
Marshall Wace
United Kingdom
$2.38M +$2.38M +11,188 New
EF
587
Empowered Funds
Pennsylvania
$2.37M -$589K -2,773 -20%
BAM
588
Belpointe Asset Management
Nevada
$2.36M +$398K +1,749 +20%
CFGS
589
Concourse Financial Group Securities
Alabama
$2.35M +$1.22M +5,633 +108%
EP
590
Edgestream Partners
New Jersey
$2.34M -$1.29M -6,094 -36%
KPWS
591
Kestra Private Wealth Services
Texas
$2.34M +$199K +937 +9%
TIAA Trust, National Association
592
TIAA Trust, National Association
North Carolina
$2.33M +$28.2K +133 +1%
LCM
593
Landscape Capital Management
New Jersey
$2.33M +$578K +2,723 +33%
TA
594
TKG Advisors
Indiana
$2.3M -$6.57K -30 -0.3%
PWM
595
Perigon Wealth Management
California
$2.29M +$256K +1,182 +13%
HCM
596
Howland Capital Management
Massachusetts
$2.29M -$36.3K -171 -2%
BBL
597
Beck Bode LLC
Massachusetts
$2.28M +$1.28M +6,036 +128%
MYAM
598
Meiji Yasuda Asset Management
Japan
$2.27M -$13.2K -62 -0.6%
Balyasny Asset Management
599
Balyasny Asset Management
Illinois
$2.27M +$1.54M +7,254 +212%
NC
600
Northcape Capital
Australia
$2.26M +$307K +1,447 +16%