MMC icon

Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
PWPS
651
Pinnacle Wealth Planning Services
Ohio
$1.16M -$12.3K -65 -1%
DDC
652
DF Dent & Co
Maryland
$1.15M -$1.14K -6 -0.1%
PGFC
653
Peapack-Gladstone Financial Corp
New Jersey
$1.15M -$56.5K -298 -5%
UBG
654
United Bank (Georgia)
Georgia
$1.15M -$4.36K -23 -0.4%
CAMV
655
Concord Asset Management (Virginia)
Virginia
$1.14M +$201K +1,061 +21%
BWAM
656
Boyd Watterson Asset Management
Ohio
$1.14M +$6.25K +33 +0.6%
UAML
657
US Asset Management LLC
Pennsylvania
$1.14M +$1.14M +6,017 New
OCM
658
Olstein Capital Management
New York
$1.14M -$1.9M -10,000 -63%
Arrowstreet Capital
659
Arrowstreet Capital
Massachusetts
$1.13M -$3.18M -16,796 -74%
PDL
660
Portfolio Design Labs
California
$1.12M +$1.12M +5,935 New
AWM
661
Aries Wealth Management
Maine
$1.12M +$20.7K +109 +2%
SAM
662
Shell Asset Management
Netherlands
$1.11M -$26.9K -142 -2%
AIP
663
Ameritas Investment Partners
Nebraska
$1.11M -$41.9K -221 -4%
NSB
664
Norway Savings Bank
Maine
$1.1M -$1.14K -6 -0.1%
PA
665
Parallel Advisors
California
$1.1M -$14.8K -78 -1%
DADC
666
D.A. Davidson & Co
Montana
$1.1M -$300K -1,583 -21%
CA
667
Cetera Advisors
Colorado
$1.1M -$5.31K -28 -0.5%
NP
668
NorthRock Partners
Minnesota
$1.1M +$561K +2,962 +105%
S
669
SimplyRich
California
$1.08M +$189 +1 +0%
IIC
670
Ironwood Investment Counsel
Arizona
$1.08M
TAM
671
Trust Asset Management
Texas
$1.08M
WPA
672
West Paces Advisors
Georgia
$1.07M -$2.65K -14 -0.2%
PFG
673
Prosperity Financial Group
California
$1.07M -$45.5K -240 -4%
BCM
674
Boltwood Capital Management
California
$1.05M -$7.2K -38 -0.7%
KIA
675
Knollwood Investment Advisory
Maryland
$1.05M +$1.05M +5,541 New