MMC icon

Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
MMHP
676
Murphy Middleton Hinkle & Parker
Georgia
$988K
EF
677
Empowered Funds
Pennsylvania
$984K +$207K +1,090 +27%
EIM
678
Essex Investment Management
Massachusetts
$973K -$12.9K -68 -1%
CWP
679
Concord Wealth Partners
Virginia
$967K +$919K +4,828 +1,916%
PGCM
680
Prescott Group Capital Management
Oklahoma
$962K +$962K +5,055 New
GW
681
GW & Wade
Massachusetts
$961K +$961K +5,050 New
HPC
682
HM Payson & Co
Maine
$959K +$142K +744 +17%
PWM
683
Perigon Wealth Management
California
$958K -$40.5K -213 -4%
SWA
684
SFMG Wealth Advisors
Texas
$949K -$15K -79 -2%
CAMV
685
Concord Asset Management (Virginia)
Virginia
$947K +$947K +4,975 New
MPAM
686
Murphy Pohlad Asset Management
Minnesota
$946K -$15.2K -80 -2%
VFA
687
Valeo Financial Advisors
Indiana
$945K +$75.9K +399 +9%
BFM
688
Boston Financial Management
Massachusetts
$937K -$7.99K -42 -0.8%
KWA
689
KCS Wealth Advisory
California
$931K -$161K -846 -15%
ACM
690
Allred Capital Management
Texas
$923K -$29.7K -156 -3%
DWT
691
Dorsey & Whitney Trust
South Dakota
$911K +$12.6K +66 +1%
Credit Agricole
692
Credit Agricole
France
$910K +$886K +4,657 +3,756%
PWMAG
693
Pinnacle Wealth Management Advisory Group
New Jersey
$908K +$1.71K +9 +0.2%
OQS
694
Occudo Quantitative Strategies
Florida
$908K -$2.34M -12,301 -72%
CGL
695
Clarius Group LLC
Washington
$907K -$206K -1,082 -18%
MCM
696
Manchester Capital Management
Vermont
$900K +$36.9K +194 +4%
UCFA
697
United Capital Financial Advisors
Texas
$898K -$728K -3,826 -45%
GRP
698
Global Retirement Partners
California
$897K +$4.97K +26 +0.6%
VT
699
Vise Technologies
New York
$893K +$167K +878 +23%
IAN
700
Integrated Advisors Network
Texas
$891K +$12.7K +67 +1%