MMC icon

Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DCM
676
Donaldson Capital Management
Indiana
$773K +$165 +1 +0%
Luther King Capital Management (LKCM)
677
Luther King Capital Management (LKCM)
Texas
$772K -$9.1K -55 -1%
IAN
678
Integrated Advisors Network
Texas
$771K -$195K -1,176 -20%
EWA
679
EverSource Wealth Advisors
Alabama
$770K -$265K -1,601 -26%
MCM
680
Manchester Capital Management
Vermont
$758K +$307K +1,854 +68%
PWMAG
681
Pinnacle Wealth Management Advisory Group
New Jersey
$750K +$5.79K +35 +0.8%
SP
682
Symmetry Partners
Connecticut
$745K -$108K -655 -13%
BFM
683
Boston Financial Management
Massachusetts
$742K +$133K +802 +22%
QPWM
684
Quadrant Private Wealth Management
Pennsylvania
$738K +$738K +4,458 New
GIA
685
Gateway Investment Advisers
Ohio
$737K +$190K +1,150 +35%
DADC
686
D.A. Davidson & Co
Montana
$731K +$61.9K +374 +9%
AWA
687
Amplius Wealth Advisors
Pennsylvania
$730K -$827 -5 -0.1%
SSA
688
Schonfeld Strategic Advisors
New York
$729K -$2.91M -17,611 -80%
MME
689
Meag Munich Ergo
Germany
$728K
First Manhattan
690
First Manhattan
New York
$721K +$17K +103 +2%
SAM
691
Strategy Asset Managers
California
$718K +$496 +3 +0.1%
WFI
692
West Family Investments
California
$717K
FCI
693
Financial Counselors Inc
Kansas
$714K +$45.8K +277 +7%
BCV
694
Banque Cantonale Vaudoise
Switzerland
$697K -$2.31M -13,947 -77%
DGAM
695
Desjardins Global Asset Management
Quebec, Canada
$697K -$3.31K -20 -0.5%
BIP
696
Blueprint Investment Partners
North Carolina
$692K +$321K +1,941 +87%
BPC
697
Banque Pictet & Cie
Switzerland
$686K -$42K -254 -6%
SL
698
Sonnipe Ltd
Isle Of Man
$685K +$685K +4,140 New
V
699
VeraBank
Texas
$681K +$1.99K +12 +0.3%
ML
700
McAdam LLC
Pennsylvania
$680K -$4.69K -27 -0.7%