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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
DI
626
DFPG Investments
Utah
$1.33M -$7.84K -41 -0.6%
NIM
627
NEOS Investment Management
Connecticut
$1.32M +$336K +1,771 +34%
RFP
628
RCS Financial Planning
Maryland
$1.31M -$47.6K -251 -4%
WPC
629
Wedmont Private Capital
Pennsylvania
$1.29M +$45.8K +239 +4%
MME
630
Meag Munich Ergo
Germany
$1.29M +$1.29M +6,813 New
WI
631
Wintrust Investments
Illinois
$1.28M -$22K -116 -2%
PA
632
Paragon Advisors
Texas
$1.27M +$1.27M +6,724 New
PA
633
Pinnacle Associates
New York
$1.27M +$30.5K +161 +2%
ST
634
Smithfield Trust
Pennsylvania
$1.27M
PA
635
Profund Advisors
Maryland
$1.26M +$186K +982 +17%
AT
636
Arden Trust
Delaware
$1.26M -$34.1K -180 -3%
Optiver Holding
637
Optiver Holding
Netherlands
$1.23M +$1.23M +6,516 New
GF
638
Gries Financial
Ohio
$1.23M +$2.65K +14 +0.2%
EIA
639
Edgemoor Investment Advisors
Maryland
$1.23M -$4.55K -24 -0.4%
CWM
640
Congress Wealth Management
Massachusetts
$1.22M +$1.22M +6,446 New
CCA
641
Checchi Capital Advisers
California
$1.22M -$1.9K -10 -0.2%
CFG
642
Citizens Financial Group
Rhode Island
$1.21M +$7.96K +42 +0.7%
AWS
643
Atria Wealth Solutions
New York
$1.2M +$45.3K +239 +4%
SSA
644
Schonfeld Strategic Advisors
New York
$1.19M -$6.41M -33,847 -84%
EB
645
Exchange Bank
California
$1.19M +$3.98K +21 +0.3%
EGM
646
Engineers Gate Manager
New York
$1.18M -$9.09M -47,953 -88%
CNC
647
Citizens & Northern Corp
Pennsylvania
$1.18M -$45.9K -242 -4%
CNBT
648
Canandaigua National Bank & Trust
New York
$1.18M -$8.91K -47 -0.8%
FWCM
649
Ferguson Wellman Capital Management
Oregon
$1.18M
CWP
650
Concord Wealth Partners
Virginia
$1.16M +$201K +1,062 +21%