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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SIA
701
Schechter Investment Advisors
Michigan
$700K +$53K +318 +8%
FCI
702
Financial Counselors Inc
Kansas
$699K -$19.8K -119 -3%
ML
703
McAdam LLC
Pennsylvania
$689K +$37.5K +225 +6%
FRM
704
Fox Run Management
Connecticut
$687K +$687K +4,124 New
AUB
705
Atlantic Union Bankshares
Virginia
$671K
SFO
706
Stokes Family Office
Louisiana
$670K -$159K -954 -19%
WWM
707
Western Wealth Management
Colorado
$669K -$10.7K -64 -2%
BPC
708
Banque Pictet & Cie
Switzerland
$666K -$24.8K -149 -4%
PA
709
Procyon Advisors
Connecticut
$664K +$45.1K +271 +7%
MGIA
710
Matthew Goff Investment Advisor
Texas
$656K
DWM
711
Dakota Wealth Management
Florida
$656K +$80.8K +485 +14%
CCM
712
CTC Capital Management
Illinois
$645K +$645K +3,870 New
AWA
713
Amplius Wealth Advisors
Pennsylvania
$644K -$90.6K -544 -12%
FCP
714
Fidelis Capital Partners
Florida
$643K +$643K +3,586 New
KC
715
Kenfarb & Co
Kentucky
$642K -$30K -180 -4%
WCA
716
Waypoint Capital Advisors
Minnesota
$642K -$3.16K -19 -0.5%
AC
717
ASB Consultores
Florida
$636K +$187K +1,120 +41%
BSW
718
Buckingham Strategic Wealth
Missouri
$634K
CFB
719
Cullen/Frost Bankers
Texas
$631K -$22.5K -135 -3%
V
720
VeraBank
Texas
$631K -$53.8K -323 -8%
HCM
721
Hutchinson Capital Management
California
$623K +$500 +3 +0.1%
FB
722
Fulton Bank
Pennsylvania
$622K +$15.5K +93 +3%
WJWM
723
Williams Jones Wealth Management
New York
$620K
EI
724
Ellevest Inc
New York
$617K -$44.6K -268 -7%
WSFS
725
Wilmington Savings Fund Society
Delaware
$613K +$123K +739 +25%