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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 %
CFD
601
Creative Financial Designs
Indiana
$586K +$585K +4,804 +43,673%
FCI
602
Financial Counselors Inc
Kansas
$585K +$116K +950 +25%
IIC
603
Ironwood Investment Counsel
Arizona
$584K
OCG
604
Opus Capital Group
Ohio
$580K -$107K -880 -16%
IA
605
Icon Advisers
Colorado
$572K
OC
606
Oppenheimer & Co
New York
$571K +$2.07K +17 +0.4%
WSFS
607
Wilmington Savings Fund Society
Delaware
$565K
AT
608
Arden Trust
Delaware
$562K -$136K -1,118 -20%
SWA
609
SFMG Wealth Advisors
Texas
$561K -$16.5K -135 -3%
Vontobel Holding
610
Vontobel Holding
Switzerland
$559K -$2.25M -18,515 -80%
NA
611
NewEdge Advisors
Louisiana
$556K -$59.6K -489 -10%
AIC
612
Ameritas Investment Company
Nebraska
$556K +$556K +4,562 New
CAG
613
Csenge Advisory Group
Florida
$551K -$20.4K -162 -4%
OPS
614
Orion Portfolio Solutions
Nebraska
$550K +$58.4K +479 +12%
FI
615
Fosun International
China
$548K +$107K +882 +24%
UCFA
616
United Capital Financial Advisors
Texas
$524K -$93.5K -768 -15%
V
617
VeraBank
Texas
$524K
SS
618
Simplicity Solutions
Minnesota
$524K +$202K +1,662 +63%
DHFB
619
Dixon Hubard Feinour & Brown
Virginia
$519K +$260K +2,193 +100%
HH
620
Hilltop Holdings
Texas
$516K +$74.1K +608 +17%
DSC
621
Duncker Streett & Co
Missouri
$512K
TNB
622
TCF National Bank
South Dakota
$508K
BIM
623
Bridges Investment Management
Nebraska
$508K +$14.5K +119 +3%
CFGS
624
Concourse Financial Group Securities
Alabama
$505K +$487K +4,002 +2,722%
TAM
625
Trust Asset Management
Texas
$498K +$88.3K +725 +22%