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Marsh & McLennan

1,143 hedge funds and large institutions have $74.9B invested in Marsh & McLennan in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 443 increasing their positions, 389 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,143
Holders Change
-18
Holders Change %
-1.55%
% of All Funds
18.09%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
97
Increased
443
Reduced
389
Closed
103
Calls
$93.8M
Puts
$91.5M
Net Calls
+$2.35M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
701
Thrive Wealth Management
Pennsylvania
$587K +$130K +764 +29%
GRP
702
Global Retirement Partners
California
$587K +$587K +3,824 New
GCMG
703
Gyroscope Capital Management Group
Florida
$583K -$47.4K -278 -8%
KFP
704
KB Financial Partners
New Jersey
$577K +$66.1K +388 +13%
CIM
705
Contravisory Investment Management
Massachusetts
$574K +$16.2K +95 +3%
BSW
706
Buckingham Strategic Wealth
Missouri
$571K -$45.8K -269 -7%
NB
707
Nicolet Bankshares
Wisconsin
$571K +$22.6K +133 +4%
KCM
708
Kathmere Capital Management
Pennsylvania
$571K +$237K +1,393 +71%
4WM
709
44 Wealth Management
Oregon
$569K -$68.9K -404 -11%
DW
710
Domani Wealth
Pennsylvania
$569K
ML
711
McAdam LLC
Pennsylvania
$567K -$100K -587 -15%
DCP
712
DSM Capital Partners
Florida
$559K
XT
713
XTX Topco
Cayman Islands
$559K +$559K +3,279 New
AC
714
Abbrea Capital
California
$555K
CFB
715
Cullen/Frost Bankers
Texas
$554K -$29K -170 -5%
RB
716
Rodgers Brothers
Pennsylvania
$554K
PCS
717
Personal CFO Solutions
New Jersey
$554K +$12.8K +75 +2%
SC
718
Savant Capital
Illinois
$553K -$11.3K -66 -2%
KBFS
719
Kohmann Bosshard Financial Services
Ohio
$553K
BONH
720
Bank of New Hampshire
New Hampshire
$552K -$35.8K -210 -6%
OCG
721
Opus Capital Group
Ohio
$552K
AG
722
AIA Group
Hong Kong
$552K +$162K +951 +42%
TCBWMS
723
Texas Capital Bank Wealth Management Services
Texas
$550K +$47.5K +279 +9%
BFA
724
Bill Few Associates
Pennsylvania
$547K
DSC
725
Duncker Streett & Co
Missouri
$545K -$170K -1,000 -24%