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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
651
Capital Investment Advisors
Georgia
$887K -$43K -260 -5%
VIA
652
Vident Investment Advisory
Georgia
$864K +$116K +700 +15%
ROTUOC
653
Regents of the University of California
California
$860K
MMHP
654
Murphy Middleton Hinkle & Parker
Georgia
$859K
MYLI
655
Meiji Yasuda Life Insurance
Japan
$850K
PFG
656
Prosperity Financial Group
California
$839K +$839K +5,070 New
MPAM
657
Murphy Pohlad Asset Management
Minnesota
$836K -$38.9K -235 -4%
DTL
658
Dynamic Technology Lab
Singapore
$833K -$887K -5,363 -52%
VEA
659
Virtus ETF Advisers
New York
$825K +$113K +685 +16%
SFO
660
Stokes Family Office
Louisiana
$823K +$50.5K +305 +7%
WPC
661
Wedmont Private Capital
Pennsylvania
$821K +$61K +357 +8%
ATPW
662
Ashton Thomas Private Wealth
Arizona
$819K +$819K +4,952 New
MOS
663
MGO One Seven
Ohio
$818K +$152K +919 +23%
AG
664
AIA Group
Hong Kong
$815K +$121K +731 +17%
PWM
665
Perigon Wealth Management
California
$810K +$313K +1,892 +63%
OC
666
Oppenheimer & Co
New York
$801K +$13.2K +80 +2%
IIC
667
Ironwood Investment Counsel
Arizona
$798K -$77.8K -470 -9%
SA
668
SRN Advisors
Pennsylvania
$790K +$790K +4,777 New
CFGS
669
Concourse Financial Group Securities
Alabama
$783K +$10.4K +63 +1%
BBL
670
Beck Bode LLC
Massachusetts
$778K +$778K +4,702 New
TC
671
Toews Corporation
New Jersey
$778K -$414K -2,500 -35%
CI
672
Conning Inc
Connecticut
$776K -$3.31K -20 -0.4%
MSCM
673
McElhenny Sheffield Capital Management
Texas
$775K -$160K -965 -17%
SIM
674
Sentry Investment Management
Wisconsin
$774K +$215K +1,302 +39%
JWM
675
JGP Wealth Management
Oregon
$773K -$827 -5 -0.1%