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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 %
VWM
626
Venturi Wealth Management
Texas
$850K -$19.1K -128 -2%
GIA
627
Gladstone Institutional Advisory
Florida
$848K +$32.6K +218 +4%
TAM
628
Trust Asset Management
Texas
$846K +$56.1K +376 +7%
SWA
629
SFMG Wealth Advisors
Texas
$846K +$102K +672 +14%
ACM
630
Allred Capital Management
Texas
$845K +$597 +4 +0.1%
MSCM
631
McElhenny Sheffield Capital Management
Texas
$843K +$843K +5,648 New
CG
632
Caprock Group
Idaho
$840K -$58.6K -392 -7%
CIA
633
Capital Investment Advisors
Georgia
$839K -$14K -94 -2%
ACP
634
Ashfield Capital Partners
California
$839K
PA
635
Parallel Advisors
California
$833K +$52.6K +352 +7%
PA
636
Profund Advisors
Maryland
$832K +$19.3K +129 +2%
AAS
637
Annex Advisory Services
Wisconsin
$830K -$88K -589 -10%
Parallax Volatility Advisers
638
Parallax Volatility Advisers
California
$829K +$829K +5,552 New
HBT
639
Heartland Bank & Trust
Illinois
$818K -$22.4K -150 -3%
5L
640
55I LLC
Massachusetts
$809K +$542K +3,625 +203%
OIA
641
OneDigital Investment Advisors
Kansas
$808K -$142K -948 -15%
DMBA
642
Deseret Mutual Benefit Administrators
Utah
$805K -$197K -1,318 -20%
NSB
643
Norway Savings Bank
Maine
$798K -$14.9K -100 -2%
IIC
644
Ironwood Investment Counsel
Arizona
$789K +$56.2K +377 +8%
MPAM
645
Murphy Pohlad Asset Management
Minnesota
$788K
Cetera Investment Advisers
646
Cetera Investment Advisers
Illinois
$784K -$124K -828 -14%
ROTUOC
647
Regents of the University of California
California
$776K
PP
648
Prospector Partners
Connecticut
$776K +$239K +1,600 +44%
MMHP
649
Murphy Middleton Hinkle & Parker
Georgia
$775K
SPIA
650
Steward Partners Investment Advisory
New York
$775K +$9.56K +64 +1%