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Marsh & McLennan

932 hedge funds and large institutions have $51B invested in Marsh & McLennan in 2020 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 323 increasing their positions, 333 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
932
Holders Change
+26
Holders Change %
+2.87%
% of All Funds
18.85%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
94
Increased
323
Reduced
333
Closed
58
Calls
$58.2M
Puts
$49.5M
Net Calls
+$8.72M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
676
Steward Partners Investment Advisory
New York
$331K +$2.06K +18 +0.6%
CIM
677
Contravisory Investment Management
Massachusetts
$331K +$16.3K +142 +5%
WCA
678
Westover Capital Advisors
Delaware
$329K +$329K +2,864 New
Dodge & Cox
679
Dodge & Cox
California
$328K
APA
680
American Portfolios Advisors
New York
$326K -$3.1K -27 -0.9%
Lido Advisors
681
Lido Advisors
California
$324K -$64.2K -560 -17%
OIA
682
OneDigital Investment Advisors
Kansas
$320K +$320K +2,789 New
TMAM
683
Tokio Marine Asset Management
Japan
$319K +$39.6K +345 +14%
AIP
684
ARS Investment Partners
New York
$318K
BFM
685
Boston Financial Management
Massachusetts
$317K -$22.4K -195 -7%
AWE
686
Avidian Wealth Enterprises
Texas
$316K +$5.27K +46 +2%
FFA
687
First Foundation Advisors
California
$315K
NSAM
688
North Star Asset Management
Wisconsin
$315K
WKWM
689
Walter & Keenan Wealth Management
Indiana
$310K
AA
690
Advisory Alpha
Michigan
$310K
RWM
691
RKL Wealth Management
Pennsylvania
$310K
BP
692
Ballentine Partners
Massachusetts
$306K -$2.64K -23 -0.9%
LJHT
693
Laurie J. Hall Trustee
$305K +$305K +2,650 New
SWA
694
Sutton Wealth Advisors
Florida
$305K
FHA
695
Flagship Harbor Advisors
Massachusetts
$303K -$1.72K -15 -0.6%
OL
696
Optas LLC
Texas
$303K +$303K +2,636 New
CTC
697
Central Trust Company
Missouri
$300K -$8.03K -70 -3%
BRM
698
Boston Research & Management
Massachusetts
$300K
AHB
699
Abner Herrman & Brock
New Jersey
$299K -$719K -6,263 -71%
JWM
700
JGP Wealth Management
Oregon
$296K +$56.9K +496 +24%