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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CNC
601
Citizens & Northern Corp
Pennsylvania
$962K +$2.24K +15 +0.2%
AWM
602
Aries Wealth Management
Maine
$955K
SFI
603
Susquehanna Fundamental Investments
Pennsylvania
$953K +$953K +6,386 New
EWA
604
EverSource Wealth Advisors
Alabama
$934K -$135K -907 -13%
GF
605
Gries Financial
Ohio
$927K
DLA
606
Douglas Lane & Associates
New York
$925K
WG
607
Winton Group
United Kingdom
$924K -$799K -5,355 -46%
HFS
608
Hantz Financial Services
Michigan
$919K +$17.6K +118 +2%
CI
609
Cigna Investments
Connecticut
$917K -$46.9K -314 -5%
BWAM
610
Boyd Watterson Asset Management
Ohio
$917K -$10.4K -70 -1%
DY
611
Dowling & Yahnke
California
$909K +$94.5K +633 +12%
SIA
612
SkyView Investment Advisors
New Jersey
$888K -$31.7K -212 -3%
WPA
613
West Paces Advisors
Georgia
$886K -$35.4K -237 -4%
SICM
614
Sustainable Insight Capital Management
New York
$884K +$884K +5,923 New
FWCM
615
Ferguson Wellman Capital Management
Oregon
$883K -$26.9K -180 -3%
MTIC
616
Missouri Trust & Investment Company
Missouri
$881K -$33.9K -227 -4%
SCM
617
Shelton Capital Management
Colorado
$875K -$8.51K -57 -1%
KWM
618
Kingsview Wealth Management
Oregon
$873K +$78K +522 +10%
ECM
619
Element Capital Management
New York
$872K
IAN
620
Integrated Advisors Network
Texas
$871K -$29.6K -198 -3%
BHWM
621
Bar Harbor Wealth Management
New Hampshire
$869K -$44.9K -301 -5%
WA
622
Wealth Alliance
New York
$868K +$11.1K +74 +1%
CGL
623
Clarius Group LLC
Washington
$867K -$7.46K -50 -0.9%
BCM
624
Boltwood Capital Management
California
$864K +$1.79K +12 +0.2%
S
625
SimplyRich
California
$852K -$2.09K -14 -0.2%