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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
T
651
TrueFG
Texas
$426K
BWM
652
Buckley Wealth Management
Nevada
$422K +$55K +452 +15%
TBA
653
Tower Bridge Advisors
Pennsylvania
$414K -$48.2K -396 -10%
RL
654
Ruffer LLP
United Kingdom
$414K
ASN
655
Advisory Services Network
Georgia
$412K -$130K -1,064 -24%
JWM
656
JGP Wealth Management
Oregon
$412K +$22.6K +186 +6%
4WM
657
44 Wealth Management
Oregon
$409K +$35.3K +290 +9%
DW
658
Domani Wealth
Pennsylvania
$407K
OIA
659
OneDigital Investment Advisors
Kansas
$406K +$40.3K +331 +11%
PA
660
Parallel Advisors
California
$404K -$4.51K -37 -1%
RMCM
661
Reynders McVeigh Capital Management
Massachusetts
$403K -$135K -1,112 -25%
MC
662
Moors & Cabot
Massachusetts
$402K -$14.9K -122 -4%
PWPS
663
Pinnacle Wealth Planning Services
Ohio
$402K +$44K +361 +12%
TMAM
664
Tokio Marine Asset Management
Japan
$401K -$65.7K -540 -14%
WS
665
Wedbush Securities
California
$399K +$399K +3,273 New
RB
666
Rodgers Brothers
Pennsylvania
$396K -$4.51K -37 -1%
CFB
667
Cullen/Frost Bankers
Texas
$395K +$393K +3,226 +23,043%
SG
668
Strid Group
Pennsylvania
$391K
CCM
669
Coldstream Capital Management
Washington
$390K -$6.82K -56 -2%
RW
670
REDW Wealth
New Mexico
$389K
WCM
671
Weld Capital Management
New York
$389K +$389K +3,190 New
DWT
672
Dorsey & Whitney Trust
South Dakota
$387K +$39.4K +324 +11%
CIM
673
Contravisory Investment Management
Massachusetts
$385K
SWM
674
Stockman Wealth Management
Montana
$382K -$7.31K -60 -2%
CG
675
Caprock Group
Idaho
$381K +$36.2K +297 +10%