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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
601
Bellwether Advisors
Nebraska
$1.42M +$1.42M +7,466 New
TW
602
TrinityPoint Wealth
Connecticut
$1.42M +$381 +2 +0%
DADC
603
D.A. Davidson & Co
Montana
$1.4M -$13.9K -73 -1%
CCM
604
Coldstream Capital Management
Washington
$1.4M -$7.99K -42 -0.6%
SF
605
Summit Financial
New Jersey
$1.39M -$31.2K -164 -2%
TSW
606
Thompson Siegel & Walmsley
Virginia
$1.39M +$1.9K +10 +0.1%
DI
607
DFPG Investments
Utah
$1.38M -$219K -1,109 -14%
CS
608
Comerica Securities
Michigan
$1.38M -$187K -981 -12%
TI
609
Tidal Investments
Wisconsin
$1.37M +$71.4K +375 +6%
BP
610
Ballentine Partners
Massachusetts
$1.37M +$286K +1,504 +26%
RFP
611
RCS Financial Planning
Maryland
$1.36M +$190 +1 +0%
FMAEN1
612
Fund Management at Engine No 1
California
$1.34M +$119K +624 +10%
AC
613
AXQ Capital
New Jersey
$1.31M +$1.31M +6,900 New
WI
614
Wintrust Investments
Illinois
$1.3M -$78K -410 -6%
AT
615
Arden Trust
Delaware
$1.3M -$44.2K -232 -3%
SC
616
Syon Capital
California
$1.28M +$1.28M +6,749 New
ST
617
Smithfield Trust
Pennsylvania
$1.27M +$5.52K +29 +0.4%
WPC
618
Wedmont Private Capital
Pennsylvania
$1.26M +$145K +750 +13%
PA
619
Pinnacle Associates
New York
$1.24M -$12.9K -68 -1%
EWM
620
Elmwood Wealth Management
California
$1.24M +$5.14K +27 +0.4%
EIA
621
Edgemoor Investment Advisors
Maryland
$1.24M
GF
622
Gries Financial
Ohio
$1.23M +$66.2K +348 +6%
CNC
623
Citizens & Northern Corp
Pennsylvania
$1.23M -$44.9K -236 -4%
AFA
624
Abacus FCF Advisors
Florida
$1.22M -$33.3K -175 -3%
CCA
625
Checchi Capital Advisers
California
$1.22M -$30.1K -158 -2%