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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
EIA
601
Edgemoor Investment Advisors
Maryland
$1.08M
DADC
602
D.A. Davidson & Co
Montana
$1.08M +$348K +2,090 +47%
CG
603
Caprock Group
Idaho
$1.08M +$84.3K +506 +8%
O
604
Ossiam
France
$1.07M -$19.1M -114,518 -95%
RWM
605
Ritholtz Wealth Management
New York
$1.07M -$2.49M -14,978 -70%
DDC
606
DF Dent & Co
Maryland
$1.06M +$69.5K +417 +7%
AIP
607
Ameritas Investment Partners
Nebraska
$1.06M +$167 +1 +0%
NP
608
Nilsine Partners
Colorado
$1.05M +$1.05M +6,334 New
PWPS
609
Pinnacle Wealth Planning Services
Ohio
$1.05M +$55.8K +335 +6%
OAM
610
Ostrum Asset Management
France
$1.04M +$1.04M +6,244 New
WIC
611
Wilkins Investment Counsel
Massachusetts
$1.04M
CNBT
612
Canandaigua National Bank & Trust
New York
$1.04M +$1.04M +6,239 New
MAS
613
Meeder Advisory Services
Ohio
$1.04M +$80.3K +482 +8%
DGAM
614
Desjardins Global Asset Management
Quebec, Canada
$1.03M +$328K +1,972 +47%
GF
615
Gries Financial
Ohio
$1.02M -$13.3K -80 -1%
CCA
616
Checchi Capital Advisers
California
$1.02M -$15K -90 -1%
QCM
617
Quantinno Capital Management
New York
$1.02M +$412K +2,472 +68%
WB
618
WesBanco Bank
West Virginia
$1.02M +$766K +4,596 +305%
UAML
619
US Asset Management LLC
Pennsylvania
$1.01M -$2K -12 -0.2%
PA
620
Profund Advisors
Maryland
$1M +$71.6K +430 +8%
CI
621
Cigna Investments
Connecticut
$1M -$19.8K -119 -2%
FMAEN1
622
Fund Management at Engine No 1
California
$1,000K +$90.4K +543 +10%
SFP
623
Sweet Financial Partners
Minnesota
$989K +$989K +5,937 New
WPA
624
West Paces Advisors
Georgia
$988K +$6.5K +39 +0.7%
KWA
625
KCS Wealth Advisory
California
$978K -$129K -774 -12%