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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 %
AI
626
AXS Investments
New York
$1.22M -$94.6K -497 -7%
PGFC
627
Peapack-Gladstone Financial Corp
New Jersey
$1.22M -$8.19K -43 -0.7%
NP
628
Nilsine Partners
Colorado
$1.21M -$1.14K -6 -0.1%
AIM
629
Aigen Investment Management
New York
$1.21M -$7.92M -41,627 -87%
CFG
630
Citizens Financial Group
Rhode Island
$1.21M -$3.41M -17,921 -74%
GAM
631
Gotham Asset Management
New York
$1.21M -$4K -21 -0.3%
SFO
632
Stokes Family Office
Louisiana
$1.2M +$84.9K +446 +8%
CNBT
633
Canandaigua National Bank & Trust
New York
$1.19M +$20.6K +108 +2%
HI
634
Horizon Investments
North Carolina
$1.19M +$58.2K +307 +5%
EB
635
Exchange Bank
California
$1.19M -$13.9K -73 -1%
FWCM
636
Ferguson Wellman Capital Management
Oregon
$1.18M +$1.33K +7 +0.1%
PWPS
637
Pinnacle Wealth Planning Services
Ohio
$1.18M -$25.1K -132 -2%
Luther King Capital Management (LKCM)
638
Luther King Capital Management (LKCM)
Texas
$1.17M +$278K +1,462 +31%
DDC
639
DF Dent & Co
Maryland
$1.16M +$571 +3 +0%
UBG
640
United Bank (Georgia)
Georgia
$1.16M -$45.9K -241 -4%
AWS
641
Atria Wealth Solutions
New York
$1.16M +$501K +2,632 +77%
AIP
642
Ameritas Investment Partners
Nebraska
$1.15M -$31.6K -166 -3%
LWCFA
643
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.15M -$346K -1,786 -23%
SAM
644
Shell Asset Management
Netherlands
$1.14M +$3.04K +16 +0.3%
BWAM
645
Boyd Watterson Asset Management
Ohio
$1.14M -$99.7K -524 -8%
PFG
646
Prosperity Financial Group
California
$1.12M +$134K +706 +14%
PA
647
Parallel Advisors
California
$1.12M -$36.9K -194 -3%
AWM
648
Aries Wealth Management
Maine
$1.11M +$48.1K +250 +5%
BBL
649
Beck Bode LLC
Massachusetts
$1.11M +$46.8K +246 +4%
NSB
650
Norway Savings Bank
Maine
$1.11M +$1.11M +5,822 New