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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 %
FHB
701
First Hawaiian Bank
Hawaii
$326K -$45.7K -375 -12%
PAS
702
Park Avenue Securities
New York
$325K +$20.2K +166 +7%
BWAM
703
Boyd Watterson Asset Management
Ohio
$325K +$69.8K +573 +27%
SWA
704
Sutton Wealth Advisors
Florida
$324K -$1.83K -15 -0.6%
FHA
705
Flagship Harbor Advisors
Massachusetts
$322K
LJHT
706
Laurie J. Hall Trustee
$322K
BRM
707
Boston Research & Management
Massachusetts
$319K
WCA
708
Westover Capital Advisors
Delaware
$318K -$57.2K -470 -15%
SC
709
Savant Capital
Illinois
$316K +$12.7K +104 +4%
AA
710
Advisory Alpha
Michigan
$314K -$18.3K -150 -6%
FAM
711
Fulcrum Asset Management
United Kingdom
$314K
CWC
712
Carolinas Wealth Consulting
North Carolina
$314K +$366 +3 +0.1%
TI
713
Tidal Investments
Wisconsin
$313K +$72.8K +598 +30%
AIP
714
ARS Investment Partners
New York
$311K
WCM
715
Wallace Capital Management
Texas
$310K
SCM
716
SOL Capital Management
Maryland
$307K
FAIM
717
Financial Advocates Investment Management
Washington
$306K -$852 -7 -0.3%
PCA
718
Personal Capital Advisors
California
$301K -$52.2K -429 -15%
AWM
719
Aberdeen Wealth Management
Illinois
$297K
DDC
720
DF Dent & Co
Maryland
$293K +$15.4K +126 +6%
Luther King Capital Management (LKCM)
721
Luther King Capital Management (LKCM)
Texas
$292K +$36.3K +298 +14%
MYLI
722
Meiji Yasuda Life Insurance
Japan
$292K +$292K +2,400 New
AIA
723
Alera Investment Advisors
Illinois
$289K -$976 -8 -0.3%
PA
724
Pinnacle Associates
New York
$287K
KPW
725
Kore Private Wealth
New York
$287K +$37.9K +311 +15%