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Marsh & McLennan

1,161 hedge funds and large institutions have $77B invested in Marsh & McLennan in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 358 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+94
Holders Change %
+8.81%
% of All Funds
17.93%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
176
Increased
435
Reduced
358
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
651
Amplius Wealth Advisors
Pennsylvania
$810K +$810K +4,662 New
CFGS
652
Concourse Financial Group Securities
Alabama
$809K +$14.9K +86 +2%
AIL
653
AGF Investments LLC
Ontario, Canada
$809K +$116K +669 +17%
WSFS
654
Wilmington Savings Fund Society
Delaware
$807K -$209K -1,200 -21%
AT
655
Arden Trust
Delaware
$800K -$22.1K -127 -3%
MPM
656
MBB Public Markets
Illinois
$792K +$792K +4,558 New
GIA
657
Gateway Investment Advisers
Ohio
$787K -$55.6K -320 -7%
KM
658
Kalos Management
Georgia
$785K +$37.4K +228 +5%
FI
659
Fosun International
China
$784K
M
660
Mirova
France
$769K +$500K +2,878 +186%
MGP
661
Metis Global Partners
California
$768K +$768K +4,416 New
SFO
662
Stokes Family Office
Louisiana
$760K +$134K +768 +21%
BIP
663
Blueprint Investment Partners
North Carolina
$756K +$195K +1,122 +35%
V
664
VeraBank
Texas
$751K
DSC
665
Duncker Streett & Co
Missouri
$730K
RT
666
Rockland Trust
Massachusetts
$727K +$124K +713 +21%
WWM
667
Western Wealth Management
Colorado
$727K +$727K +4,190 New
First Manhattan
668
First Manhattan
New York
$725K +$632K +3,639 +681%
Luther King Capital Management (LKCM)
669
Luther King Capital Management (LKCM)
Texas
$721K +$4.87K +28 +0.7%
DY
670
Dowling & Yahnke
California
$719K +$189K +1,087 +36%
AUB
671
Atlantic Union Bankshares
Virginia
$717K -$869 -5 -0.1%
CG
672
Caprock Group
Idaho
$716K +$119K +687 +20%
HF
673
HRT Financial
New York
$713K -$672K -3,867 -49%
MTIC
674
Missouri Trust & Investment Company
Missouri
$708K +$708K +4,075 New
FMLI
675
Fukoku Mutual Life Insurance
Japan
$700K +$24.3K +140 +4%