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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LSAG
676
Lake Street Advisors Group
New Hampshire
$380K +$16.2K +133 +4%
FB
677
Fulton Bank
Pennsylvania
$377K -$124K -1,020 -25%
DWM
678
Defined Wealth Management
Oregon
$377K
WFPG
679
Waller Financial Planning Group
Ohio
$370K +$1.46K +12 +0.4%
HI
680
Horizon Investments
North Carolina
$369K +$369K +3,032 New
APA
681
American Portfolios Advisors
New York
$368K +$9.13K +75 +3%
ARMT
682
Amica Retiree Medical Trust
Rhode Island
$366K -$122K -999 -25%
CAI
683
Capital Advisors Inc
Oklahoma
$366K
GTCM
684
Gyon Technologies Capital Management
New Jersey
$366K +$366K +3,009 New
HB
685
Homrich & Berg
Georgia
$365K -$37.3K -306 -9%
AWE
686
Avidian Wealth Enterprises
Texas
$363K -$13.7K -112 -4%
PI
687
Putnam Investments
Massachusetts
$355K -$438K -3,598 -55%
BG
688
Bollard Group
Massachusetts
$354K
IDBONY
689
Israel Discount Bank of New York
New York
$348K -$47.6K -390 -12%
ACP
690
Arcus Capital Partners
Georgia
$341K +$46.3K +380 +16%
JPG
691
Jordan Park Group
California
$341K +$341K +2,803 New
RT
692
Rockland Trust
Massachusetts
$335K -$4.87K -40 -1%
NSAM
693
North Star Asset Management
Wisconsin
$335K
CAN
694
Cetera Advisor Networks
California
$335K +$93.2K +765 +39%
BIP
695
Blueprint Investment Partners
North Carolina
$334K +$334K +2,742 +137,100%
BP
696
Ballentine Partners
Massachusetts
$331K -$17K -140 -5%
NP
697
NorthRock Partners
Minnesota
$329K -$15K -123 -4%
WKWM
698
Walter & Keenan Wealth Management
Indiana
$329K
RWM
699
RKL Wealth Management
Pennsylvania
$329K
MHS
700
M Holdings Securities
Oregon
$327K +$327K +2,687 New