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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
WC
676
Wexford Capital
Florida
$776K +$776K +4,661 New
Luther King Capital Management (LKCM)
677
Luther King Capital Management (LKCM)
Texas
$775K -$1.33K -8 -0.2%
DWT
678
Dorsey & Whitney Trust
South Dakota
$773K +$136K +815 +21%
SA
679
SRN Advisors
Pennsylvania
$772K -$15.5K -94 -2%
SL
680
Sonnipe Ltd
Isle Of Man
$770K +$80.1K +481 +12%
PWMAG
681
Pinnacle Wealth Management Advisory Group
New Jersey
$768K +$13K +78 +2%
MSCM
682
McElhenny Sheffield Capital Management
Texas
$766K -$13.5K -81 -2%
SP
683
Symmetry Partners
Connecticut
$766K +$15.7K +94 +2%
First Manhattan
684
First Manhattan
New York
$764K +$38.2K +229 +5%
MCM
685
Manchester Capital Management
Vermont
$763K
EWA
686
EverSource Wealth Advisors
Alabama
$753K -$22.3K -134 -3%
IAN
687
Integrated Advisors Network
Texas
$753K -$23.5K -141 -3%
JHP
688
James Hambro & Partners
United Kingdom
$751K -$148K -889 -16%
BFM
689
Boston Financial Management
Massachusetts
$748K +$999 +6 +0.1%
WG
690
Winton Group
United Kingdom
$740K +$740K +4,444 New
QPWM
691
Quadrant Private Wealth Management
Pennsylvania
$739K -$3.83K -23 -0.5%
MFG
692
Merit Financial Group
Georgia
$731K +$204K +1,222 +39%
WFI
693
West Family Investments
California
$721K
LCWP
694
Legacy Capital Wealth Partners
Arkansas
$720K +$720K +4,326 New
BCV
695
Banque Cantonale Vaudoise
Switzerland
$718K +$16K +96 +2%
SI
696
Stephens Inc
Arkansas
$717K +$103K +620 +17%
ETH
697
Exos TFP Holdings
New York
$715K +$365K +2,192 +104%
GIA
698
Gateway Investment Advisers
Ohio
$714K -$27.1K -163 -4%
AG
699
AIA Group
Hong Kong
$708K -$112K -675 -14%
CI
700
Conning Inc
Connecticut
$701K -$80.1K -481 -10%