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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
WWM
701
Western Wealth Management
Colorado
$676K -$624K -3,771 -48%
KC
702
Kenfarb & Co
Kentucky
$668K
AUB
703
Atlantic Union Bankshares
Virginia
$667K
EI
704
Ellevest Inc
New York
$657K +$96.1K +581 +17%
CANY
705
Caxton Associates (New York)
New York
$654K +$654K +3,954 New
MGIA
706
Matthew Goff Investment Advisor
Texas
$652K
CFB
707
Cullen/Frost Bankers
Texas
$650K +$65K +393 +11%
PI
708
PFS Investments
Georgia
$646K +$348K +2,103 +117%
SIA
709
Schechter Investment Advisors
Michigan
$643K +$13.9K +84 +2%
WCA
710
Waypoint Capital Advisors
Minnesota
$641K -$6.79K -41 -1%
HH
711
Hilltop Holdings
Texas
$636K -$17.2K -104 -3%
BRWA
712
B. Riley Wealth Advisors
Florida
$635K +$113K +681 +22%
GRP
713
Global Retirement Partners
California
$635K -$17.2K -104 -3%
BSW
714
Buckingham Strategic Wealth
Missouri
$634K +$50K +302 +9%
DWT
715
Dorsey & Whitney Trust
South Dakota
$633K -$7.78K -47 -1%
GG
716
Gofen & Glossberg
Illinois
$629K +$19.8K +120 +3%
HCM
717
Hutchinson Capital Management
California
$618K -$8.44K -51 -1%
AP
718
Advisors Preferred
Maryland
$617K +$1.33K +8 +0.2%
WJWM
719
Williams Jones Wealth Management
New York
$616K -$82.7K -500 -12%
PA
720
Procyon Advisors
Connecticut
$615K +$91.5K +553 +17%
QT
721
Quantamental Technologies
New York
$615K -$499K -3,017 -45%
AWE
722
Avidian Wealth Enterprises
Texas
$611K -$9.1K -55 -1%
SI
723
Stephens Inc
Arkansas
$609K +$207K +1,252 +52%
KFP
724
KB Financial Partners
New Jersey
$608K -$19.9K -120 -3%
FB
725
Fulton Bank
Pennsylvania
$603K +$153K +921 +34%