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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WPA
626
West Paces Advisors
Georgia
$976K -$6.45K -39 -0.7%
CA
627
Cetera Advisors
Colorado
$967K +$539K +3,254 +126%
PA
628
Parallel Advisors
California
$961K +$38.1K +230 +4%
SIA
629
SkyView Investment Advisors
New Jersey
$957K -$26.5K -160 -3%
GIA
630
Gladstone Institutional Advisory
Florida
$955K +$15.6K +94 +2%
BHWM
631
Bar Harbor Wealth Management
New Hampshire
$955K -$8.27K -50 -0.9%
MFGM
632
Marshall Financial Group (Maryland)
Maryland
$951K +$94.2K +569 +11%
MAS
633
Meeder Advisory Services
Ohio
$951K +$951K +5,745 New
S
634
SimplyRich
California
$945K
BCM
635
Boltwood Capital Management
California
$945K -$12.7K -77 -1%
HWM
636
HB Wealth Management
Georgia
$939K +$188K +1,134 +25%
TAM
637
Trust Asset Management
Texas
$938K
ACM
638
Allred Capital Management
Texas
$937K -$331 -2 -0%
AAS
639
Avantax Advisory Services
Texas
$935K +$336K +2,030 +56%
VWM
640
Venturi Wealth Management
Texas
$932K -$9.6K -58 -1%
PA
641
Profund Advisors
Maryland
$927K +$5.3K +32 +0.6%
SWA
642
SFMG Wealth Advisors
Texas
$918K -$3.48K -21 -0.4%
AWM
643
Aries Wealth Management
Maine
$916K -$62.1K -375 -6%
DA
644
Dover Advisors
Virginia
$915K +$915K +5,530 New
NSB
645
Norway Savings Bank
Maine
$906K +$20.7K +125 +2%
FMAEN1
646
Fund Management at Engine No 1
California
$904K +$110K +662 +14%
TCBWMS
647
Texas Capital Bank Wealth Management Services
Texas
$899K +$276K +1,665 +44%
JHP
648
James Hambro & Partners
United Kingdom
$894K +$316K +1,909 +55%
OIA
649
OneDigital Investment Advisors
Kansas
$889K -$6.45K -39 -0.7%
KWM
650
Kingsview Wealth Management
Oregon
$889K -$78.8K -476 -8%