MMC icon

Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
QCG
601
Quadrant Capital Group
Ohio
$1.82M -$40.8K -198 -2%
SEM
602
Suncoast Equity Management
Florida
$1.8M +$147K +713 +9%
PA
603
PFG Advisors
Arizona
$1.8M +$180K +876 +11%
GAM
604
Groupama Asset Management
France
$1.8M -$2.42M -5,936 -57%
FNT
605
First National Trust
Pennsylvania
$1.79M -$84.9K -412 -5%
RWB
606
RMR Wealth Builders
New Jersey
$1.79M -$37.1K -180 -2%
WA
607
Wealth Alliance
New York
$1.78M -$55K -267 -3%
SC
608
Savant Capital
Illinois
$1.78M -$237K -1,151 -12%
FT
609
Fiduciary Trust
Massachusetts
$1.78M -$89.8K -436 -5%
DEA
610
DoubleLine ETF Adviser
Florida
$1.76M +$65.9K +320 +4%
NRS
611
Neville Rodie & Shaw
New York
$1.76M
AWS
612
Atria Wealth Solutions
New York
$1.75M +$449K +2,181 +35%
AIC
613
Anthracite Investment Company
Texas
$1.74M +$1.74M +8,424 New
BMCM
614
Bryn Mawr Capital Management
Pennsylvania
$1.73M -$265K -1,286 -13%
BCWM
615
Bartlett & Co Wealth Management
Ohio
$1.73M
QI
616
Qtron Investments
Massachusetts
$1.73M
TPCW
617
TD Private Client Wealth
New York
$1.7M +$150K +730 +10%
First Manhattan
618
First Manhattan
New York
$1.68M +$160K +774 +11%
ASN
619
Advisory Services Network
Georgia
$1.66M -$744K -3,614 -31%
SC
620
Syon Capital
California
$1.66M -$1.54M -7,473 -48%
PP
621
PDT Partners
New York
$1.66M +$1.66M +8,036 New
LIA
622
LS Investment Advisors
Michigan
$1.65M
CQS
623
Credential Qtrade Securities
$1.64M +$1.08M +5,258 +194%
CGIM
624
Capital Group Investment Management
Singapore
$1.63M -$7.07M -34,314 -81%
CWM
625
Congress Wealth Management
Massachusetts
$1.63M +$298K +1,447 +22%