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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
651
Cetera Advisors
Colorado
$1.11M -$740K -3,887 -40%
S
652
SimplyRich
California
$1.09M
IIC
653
Ironwood Investment Counsel
Arizona
$1.08M +$171K +900 +19%
DCM
654
Donaldson Capital Management
Indiana
$1.08M -$24.7K -130 -2%
TAM
655
Trust Asset Management
Texas
$1.08M
WPA
656
West Paces Advisors
Georgia
$1.08M -$39.8K -209 -4%
PA
657
Profund Advisors
Maryland
$1.08M -$52.9K -278 -5%
CFAM
658
Center For Asset Management
Florida
$1.07M -$27.8K -146 -3%
BCM
659
Boltwood Capital Management
California
$1.06M -$20.4K -107 -2%
DA
660
Dover Advisors
Virginia
$1.05M
EFH
661
Eaton Financial Holdings
Florida
$1.04M +$1.04M +5,448 New
CG
662
Caprock Group
Idaho
$1.04M -$318K -1,673 -24%
FRM
663
Fox Run Management
Connecticut
$1.03M -$263K -1,381 -20%
FIM
664
Freedom Investment Management
Connecticut
$1.03M +$166K +873 +19%
MAS
665
Meeder Advisory Services
Ohio
$1.03M -$273K -1,433 -21%
Capstone Investment Advisors
666
Capstone Investment Advisors
New York
$1.03M +$1.02M +5,342 +6,938%
VWM
667
Venturi Wealth Management
Texas
$1.03M -$29.5K -155 -3%
DLA
668
Douglas Lane & Associates
New York
$1.02M -$28.5K -150 -3%
BC
669
Bridgefront Capital
Texas
$1.02M +$124K +653 +14%
PCM
670
Penserra Capital Management
California
$1.02M -$59.1K -311 -5%
CI
671
Cigna Investments
Connecticut
$1.01M -$130K -685 -11%
MC
672
Maverick Capital
Texas
$998K +$468K +2,459 +88%
PWM
673
Paulson Wealth Management
Illinois
$992K -$3.62K -19 -0.4%
NIM
674
NEOS Investment Management
Connecticut
$992K +$992K +5,211 New
ROTUOC
675
Regents of the University of California
California
$990K