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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
701
KB Financial Partners
New Jersey
$566K +$72.7K +487 +15%
HCM
702
Hutchinson Capital Management
California
$565K +$149 +1 +0%
APA
703
American Portfolios Advisors
New York
$564K -$3.14K -21 -0.6%
TCBWMS
704
Texas Capital Bank Wealth Management Services
Texas
$563K +$28.4K +190 +5%
MC
705
Machina Capital
France
$560K -$8.66K -58 -2%
AWE
706
Avidian Wealth Enterprises
Texas
$560K -$896 -6 -0.2%
SFS
707
Stiles Financial Services
Minnesota
$559K -$29.4K -197 -5%
BFM
708
Boston Financial Management
Massachusetts
$550K +$598 +4 +0.1%
GG
709
Gofen & Glossberg
Illinois
$550K +$8.21K +55 +2%
AWA
710
Archvest Wealth Advisors
California
$546K
AAS
711
Avantax Advisory Services
Texas
$541K +$102K +682 +23%
PCA
712
Personal Capital Advisors
California
$537K -$3.44K -23 -0.6%
AFP
713
Ausdal Financial Partners
Iowa
$535K +$3.88K +26 +0.7%
BP
714
Ballentine Partners
Massachusetts
$535K +$118K +790 +28%
FRM
715
Fox Run Management
Connecticut
$531K +$531K +3,558 New
BSW
716
Buckingham Strategic Wealth
Missouri
$527K +$4.03K +27 +0.8%
CFB
717
Cullen/Frost Bankers
Texas
$527K +$43.7K +293 +9%
NCM
718
Noesis Capital Mangement
Florida
$523K
T
719
TrueFG
Texas
$523K
JHP
720
James Hambro & Partners
United Kingdom
$521K -$670K -4,486 -56%
SC
721
Savant Capital
Illinois
$514K +$3.28K +22 +0.6%
GCMG
722
Gyroscope Capital Management Group
Florida
$509K -$13.9K -93 -3%
PCM
723
Prelude Capital Management
New York
$507K +$507K +3,393 New
EI
724
Ellevest Inc
New York
$506K -$31.8K -213 -6%
SIM
725
Sentry Investment Management
Wisconsin
$504K