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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MFGM
651
Marshall Financial Group (Maryland)
Maryland
$773K +$4.63K +31 +0.6%
SP
652
Symmetry Partners
Connecticut
$770K +$73.4K +492 +11%
MYLI
653
Meiji Yasuda Life Insurance
Japan
$767K -$49K -328 -6%
O
654
Ossiam
France
$751K -$11.2M -74,943 -94%
DDC
655
DF Dent & Co
Maryland
$725K +$215K +1,438 +42%
FMAEN1
656
Fund Management at Engine No 1
California
$716K -$40.3K -270 -5%
JWM
657
JGP Wealth Management
Oregon
$712K -$16.7K -110 -2%
OC
658
Oppenheimer & Co
New York
$711K
PWPS
659
Pinnacle Wealth Planning Services
Ohio
$707K -$2.39K -16 -0.3%
Luther King Capital Management (LKCM)
660
Luther King Capital Management (LKCM)
Texas
$704K +$64.6K +433 +10%
CI
661
Conning Inc
Connecticut
$703K -$56K -375 -7%
DCM
662
Donaldson Capital Management
Indiana
$697K +$5.07K +34 +0.7%
CFGS
663
Concourse Financial Group Securities
Alabama
$697K +$31.2K +209 +5%
SFO
664
Stokes Family Office
Louisiana
$697K +$53.1K +356 +8%
XT
665
XTX Topco
Cayman Islands
$691K +$691K +4,631 New
S
666
Seeyond
France
$687K -$364K -2,436 -35%
HWM
667
HB Wealth Management
Georgia
$678K +$125K +838 +23%
PWMAG
668
Pinnacle Wealth Management Advisory Group
New Jersey
$671K +$160K +1,069 +31%
WPC
669
Wedmont Private Capital
Pennsylvania
$664K +$85.1K +570 +15%
AWA
670
Amplius Wealth Advisors
Pennsylvania
$659K -$3.28K -22 -0.5%
BPC
671
Banque Pictet & Cie
Switzerland
$657K +$657K +4,402 New
MME
672
Meag Munich Ergo
Germany
$657K -$158K -1,061 -19%
WFI
673
West Family Investments
California
$647K -$24.9K -167 -4%
SAM
674
Strategy Asset Managers
California
$647K +$647K +4,336 New
VEA
675
Virtus ETF Advisers
New York
$642K +$12.7K +85 +2%