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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CFAM
676
Center For Asset Management
Florida
$1.03M -$36K -190 -3%
FCP
677
Fidelis Capital Partners
Florida
$1.03M +$239K +1,262 +30%
HCM
678
Highview Capital Management
Illinois
$1.03M +$1.03M +5,414 New
MAS
679
Meeder Advisory Services
Ohio
$1.02M -$4.55K -24 -0.4%
CI
680
Cigna Investments
Connecticut
$1.02M +$12.5K +66 +1%
PWM
681
Perigon Wealth Management
California
$1.01M +$52.3K +276 +5%
Balyasny Asset Management
682
Balyasny Asset Management
Illinois
$996K -$66.3M -349,818 -99%
DCM
683
Donaldson Capital Management
Indiana
$989K -$86.4K -456 -8%
ROTUOC
684
Regents of the University of California
California
$985K
TPI
685
Trust Point Inc
Wisconsin
$984K +$984K +5,196 New
MMHP
686
Murphy Middleton Hinkle & Parker
Georgia
$984K
PWM
687
Paulson Wealth Management
Illinois
$980K -$8.53K -45 -0.9%
FIM
688
Freedom Investment Management
Connecticut
$977K -$51.4K -271 -5%
BHCM
689
Brevan Howard Capital Management
Jersey
$970K +$640K +3,379 +194%
SAG
690
SageView Advisory Group
California
$970K +$729K +3,778 +303%
EIM
691
Essex Investment Management
Massachusetts
$968K
VWM
692
Venturi Wealth Management
Texas
$966K -$58.5K -309 -6%
LSAG
693
Lake Street Advisors Group
New Hampshire
$955K +$955K +5,038 New
NICM
694
Neo Ivy Capital Management
New York
$950K +$950K +5,015 New
JFG
695
Jefferies Financial Group
New York
$947K -$1.14M -6,000 -55%
VFA
696
Valeo Financial Advisors
Indiana
$940K -$379 -2 -0%
NP
697
Nilsine Partners
Colorado
$939K -$270K -1,423 -22%
GRP
698
Global Retirement Partners
California
$939K +$20.7K +106 +2%
BFM
699
Boston Financial Management
Massachusetts
$933K
HPC
700
HM Payson & Co
Maine
$931K -$23.1K -122 -2%