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Marsh & McLennan

824 hedge funds and large institutions have $34.4B invested in Marsh & McLennan in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+28
Holders Change %
+3.52%
% of All Funds
18.39%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
107
Increased
259
Reduced
300
Closed
72
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Shares
Change %
GWS
651
Glassman Wealth Services
Virginia
$187K
IA
652
IFP Advisors
Florida
$184K -$39.8K -505 -18%
ARMT
653
Amica Retiree Medical Trust
Rhode Island
$182K
PCG
654
Private Capital Group
Connecticut
$178K -$400 -5 -0.2%
RMC
655
Resources Management Corp
Connecticut
$171K
MSFP
656
Mark Sheptoff Financial Planning
Connecticut
$167K
LNB
657
Ledyard National Bank
$160K
Carson Wealth (CWM LLC)
658
Carson Wealth (CWM LLC)
Nebraska
$155K +$10.5K +132 +7%
WAP
659
Wealthcare Advisory Partners
Pennsylvania
$153K
CFG
660
CKW Financial Group
Hawaii
$152K
OFS
661
Orrstown Financial Services
Pennsylvania
$151K
APW
662
Acima Private Wealth
Virginia
$150K +$150K +1,881 New
MPWT
663
MassMutual Private Wealth & Trust
Connecticut
$143K -$5.26K -66 -4%
Twin Tree Management
664
Twin Tree Management
Texas
$142K +$142K +1,780 New
PHK
665
Point72 Hong Kong
Hong Kong
$138K +$129K +1,611 +1,401%
AAP
666
Arax Advisory Partners
Colorado
$119K -$4.7K -59 -4%
FIA
667
FNY Investment Advisers
New York
$119K +$119K +1,500 New
SAS
668
Stelac Advisory Services
New York
$114K
GLI
669
Guardian Life Insurance
New York
$114K +$478 +6 +0.4%
DWM
670
Doyle Wealth Management
Florida
$112K +$112K +1,400 New
FANJ
671
Financial Architects (New Jersey)
New Jersey
$111K -$16.1K -201 -13%
SLF
672
Sun Life Financial
Ontario, Canada
$111K +$159 +2 +0.1%
KA
673
Kaizen Advisory
Illinois
$108K +$9.13K +115 +9%
DWM
674
Destination Wealth Management
California
$104K -$1.27K -16 -1%
LPIC
675
LeJeune Puetz Investment Counsel
Michigan
$104K +$6.75K +85 +7%