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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CWA
651
CM Wealth Advisors
Ohio
$893K +$893K +5,049 New
VWM
652
Venturi Wealth Management
Texas
$892K -$46.8K -281 -5%
BP
653
Ballentine Partners
Massachusetts
$882K +$285K +1,711 +48%
MOS
654
MGO One Seven
Ohio
$871K +$47.5K +285 +6%
BHWM
655
Bar Harbor Wealth Management
New Hampshire
$867K -$94.3K -566 -10%
HI
656
Horizon Investments
North Carolina
$866K -$208K -1,256 -19%
ROTUOC
657
Regents of the University of California
California
$866K
MMHP
658
Murphy Middleton Hinkle & Parker
Georgia
$865K
EIM
659
Essex Investment Management
Massachusetts
$863K -$203K -1,220 -19%
MYLI
660
Meiji Yasuda Life Insurance
Japan
$852K -$3.33K -20 -0.4%
VEA
661
Virtus ETF Advisers
New York
$852K +$21.8K +131 +3%
PFG
662
Prosperity Financial Group
California
$842K -$2.67K -16 -0.3%
MPAM
663
Murphy Pohlad Asset Management
Minnesota
$841K
GRP
664
Global Retirement Partners
California
$835K +$153K +860 +22%
PWM
665
Perigon Wealth Management
California
$824K +$9.33K +56 +1%
KCG
666
Kinsale Capital Group
Virginia
$823K +$823K +4,941 New
VFA
667
Valeo Financial Advisors
Indiana
$822K +$261K +1,567 +47%
WI
668
WBI Investments
New Jersey
$819K -$1.69M -10,174 -67%
SFS
669
Sowell Financial Services
Arkansas
$809K -$1.66M -9,979 -67%
IIC
670
Ironwood Investment Counsel
Arizona
$799K -$3.33K -20 -0.4%
GIA
671
Gladstone Institutional Advisory
Florida
$790K -$171K -1,028 -18%
KWM
672
Kingsview Wealth Management
Oregon
$790K -$105K -628 -12%
OC
673
Oppenheimer & Co
New York
$786K -$21K -126 -3%
JWM
674
JGP Wealth Management
Oregon
$782K +$4K +24 +0.5%
CA
675
Cetera Advisors
Colorado
$779K -$194K -1,166 -20%