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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VPI
626
Value Partners Investments
Manitoba, Canada
$1.61M +$1.61M +7,808 New
TH
627
TCTC Holdings
Texas
$1.59M
LF
628
Lantz Financial
Illinois
$1.59M +$7.42K +36 +0.5%
IA
629
IAM Advisory
Pennsylvania
$1.59M +$1.59M +7,727 New
BP
630
Ballentine Partners
Massachusetts
$1.59M -$14.2K -69 -0.9%
RWP
631
RWA Wealth Partners
Massachusetts
$1.58M -$41.6K -202 -3%
MTIC
632
Missouri Trust & Investment Company
Missouri
$1.57M -$84.9K -412 -5%
CTA
633
Chesley Taft & Associates
Illinois
$1.57M -$9.27K -45 -0.6%
WA1
634
Wimmer Associates 1
California
$1.57M +$30.9K +150 +2%
RZH
635
Relyea Zuckerberg Hanson
Connecticut
$1.57M -$80.1K -389 -5%
PA
636
Profund Advisors
Maryland
$1.56M +$193K +938 +14%
CA
637
Clearstead Advisors
Ohio
$1.54M +$9.87K +48 +0.6%
MTC
638
Matrix Trust Company
Colorado
$1.54M +$1.54M +7,459 New
A
639
AlphaQuest
New York
$1.53M +$819K +3,977 +115%
FCP
640
Fidelis Capital Partners
Florida
$1.53M +$417K +2,026 +37%
BL
641
Balentine LLC
Georgia
$1.51M -$636K -3,088 -30%
EWM
642
Empirical Wealth Management
Washington
$1.51M +$570K +2,768 +61%
CNC
643
Citizens & Northern Corp
Pennsylvania
$1.49M +$203K +987 +16%
TSW
644
Thompson Siegel & Walmsley
Virginia
$1.48M -$20.6K -100 -1%
SF
645
Summit Financial
New Jersey
$1.48M -$35.6K -173 -2%
FRM
646
Fox Run Management
Connecticut
$1.47M +$1.47M +7,157 New
LI
647
LMCG Investments
Massachusetts
$1.43M -$73.5K -357 -5%
RFP
648
RCS Financial Planning
Maryland
$1.42M +$206 +1 +0%
WPC
649
Wedmont Private Capital
Pennsylvania
$1.39M +$12.1K +59 +0.9%
ST
650
Smithfield Trust
Pennsylvania
$1.39M +$13.4K +65 +1%