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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
OC
701
Oppenheimer & Co
New York
$889K -$10.7K -56 -1%
CIA
702
Capital Investment Advisors
Georgia
$884K +$884K +4,643 New
SA
703
SRN Advisors
Pennsylvania
$882K +$16.7K +88 +2%
SP
704
Symmetry Partners
Connecticut
$875K
TCBWMS
705
Texas Capital Bank Wealth Management Services
Texas
$873K +$49.1K +258 +6%
BHWM
706
Bar Harbor Wealth Management
New Hampshire
$870K -$27K -142 -3%
JWM
707
JGP Wealth Management
Oregon
$867K -$9.9K -52 -1%
MOS
708
MGO One Seven
Ohio
$865K -$41.1K -216 -5%
LCWP
709
Legacy Capital Wealth Partners
Arkansas
$859K +$859K +4,516 New
SIA
710
Schechter Investment Advisors
Michigan
$844K +$6.85K +36 +0.8%
QPWM
711
Quadrant Private Wealth Management
Pennsylvania
$844K
SL
712
Sonnipe Ltd
Isle Of Man
$841K -$38.6K -203 -4%
FB
713
Fulton Bank
Pennsylvania
$841K +$83.9K +441 +11%
WFI
714
West Family Investments
California
$833K
VSQM
715
V-Square Quantitative Management
Illinois
$821K +$255K +1,342 +45%
VI
716
Versor Investments
New York
$819K +$819K +4,303 New
PCS
717
Personal CFO Solutions
New Jersey
$800K +$552K +2,898 +222%
MSAM
718
Moloney Securities Asset Management
Missouri
$797K +$797K +4,187 New
DFCM
719
Dark Forest Capital Management
Puerto Rico
$796K +$796K +4,182 New
AWA
720
Amplius Wealth Advisors
Pennsylvania
$792K +$57.3K +301 +8%
FCP
721
Fidelis Capital Partners
Florida
$791K +$38.3K +201 +5%
EWA
722
EverSource Wealth Advisors
Alabama
$780K -$14.7K -77 -2%
SI
723
Stephens Inc
Arkansas
$780K -$37.9K -199 -5%
GIA
724
Gateway Investment Advisers
Ohio
$774K -$16.9K -89 -2%
WWM
725
Western Wealth Management
Colorado
$768K +$5.33K +28 +0.7%