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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BWAM
651
Boyd Watterson Asset Management
Ohio
$1.38M +$136K +659 +11%
PA
652
Pinnacle Associates
New York
$1.37M -$8.45K -41 -0.6%
WI
653
Wintrust Investments
Illinois
$1.36M -$26.4K -128 -2%
VWM
654
Venturi Wealth Management
Texas
$1.35M +$295K +1,433 +28%
CCA
655
Checchi Capital Advisers
California
$1.34M +$20K +97 +2%
EIA
656
Edgemoor Investment Advisors
Maryland
$1.33M -$5.36K -26 -0.4%
EWM
657
Elmwood Wealth Management
California
$1.32M +$580K +2,814 +79%
CFG
658
Citizens Financial Group
Rhode Island
$1.31M -$2.27K -11 -0.2%
PA
659
Parallel Advisors
California
$1.3M +$102K +493 +8%
DDC
660
DF Dent & Co
Maryland
$1.3M +$40.4K +196 +3%
EB
661
Exchange Bank
California
$1.29M -$5.97K -29 -0.5%
FWCM
662
Ferguson Wellman Capital Management
Oregon
$1.28M +$1.03K +5 +0.1%
GF
663
Gries Financial
Ohio
$1.27M -$62.4K -303 -5%
NSB
664
Norway Savings Bank
Maine
$1.27M +$72.1K +350 +6%
UBG
665
United Bank (Georgia)
Georgia
$1.26M +$13.2K +64 +1%
CWP
666
Concord Wealth Partners
Virginia
$1.26M -$2.06K -10 -0.2%
AI
667
AXS Investments
New York
$1.26M -$190K -922 -13%
PWPS
668
Pinnacle Wealth Planning Services
Ohio
$1.25M -$5.77K -28 -0.5%
PGFC
669
Peapack-Gladstone Financial Corp
New Jersey
$1.25M -$5.77K -28 -0.5%
GSC
670
Grey Street Capital
Illinois
$1.24M +$1.24M +6,035 New
CAMV
671
Concord Asset Management (Virginia)
Virginia
$1.24M -$2.06K -10 -0.2%
AT
672
Arden Trust
Delaware
$1.24M -$130K -631 -10%
Arrowstreet Capital
673
Arrowstreet Capital
Massachusetts
$1.23M
AWM
674
Aries Wealth Management
Maine
$1.22M +$10.5K +51 +0.9%
CNBT
675
Canandaigua National Bank & Trust
New York
$1.22M -$55.6K -270 -4%