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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 %
SIA
626
SkyView Investment Advisors
New Jersey
$974K +$11K +66 +1%
FWCM
627
Ferguson Wellman Capital Management
Oregon
$972K -$12.5K -75 -1%
MTIC
628
Missouri Trust & Investment Company
Missouri
$971K -$125K -750 -11%
BBL
629
Beck Bode LLC
Massachusetts
$968K +$185K +1,113 +24%
PA
630
Parallel Advisors
California
$958K -$9.99K -60 -1%
TCBWMS
631
Texas Capital Bank Wealth Management Services
Texas
$952K +$46.6K +280 +5%
S
632
SimplyRich
California
$951K
HWM
633
HB Wealth Management
Georgia
$949K +$4.16K +25 +0.4%
CGL
634
Clarius Group LLC
Washington
$948K -$66.5K -399 -7%
BCM
635
Boltwood Capital Management
California
$948K -$3.5K -21 -0.4%
TAM
636
Trust Asset Management
Texas
$946K +$1.83K +11 +0.2%
ACM
637
Allred Capital Management
Texas
$939K -$3.16K -19 -0.3%
DCM
638
Donaldson Capital Management
Indiana
$938K +$160K +959 +21%
DEA
639
DoubleLine ETF Adviser
Florida
$933K -$233K -1,398 -20%
SWA
640
SFMG Wealth Advisors
Texas
$926K +$2.5K +15 +0.3%
CIA
641
Capital Investment Advisors
Georgia
$923K +$30.1K +181 +3%
AWM
642
Aries Wealth Management
Maine
$922K
DA
643
Dover Advisors
Virginia
$921K
DLA
644
Douglas Lane & Associates
New York
$919K -$88.8K -533 -9%
WPC
645
Wedmont Private Capital
Pennsylvania
$916K +$108K +641 +13%
SFI
646
Susquehanna Fundamental Investments
Pennsylvania
$910K -$14.6M -87,778 -94%
BC
647
Bridgefront Capital
Texas
$909K +$909K +5,458 New
NSB
648
Norway Savings Bank
Maine
$906K -$5.83K -35 -0.6%
PI
649
PFS Investments
Georgia
$900K +$239K +1,413 +36%
Arrowstreet Capital
650
Arrowstreet Capital
Massachusetts
$898K +$898K +5,393 New