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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
CJ
701
Caitlin John
Michigan
$929K +$929K +4,901 New
DLA
702
Douglas Lane & Associates
New York
$928K -$84.9K -448 -8%
CG
703
Caprock Group
Idaho
$926K -$105K -555 -10%
PCS
704
Personal CFO Solutions
New Jersey
$923K +$126K +665 +16%
FA
705
Fiducient Advisors
Illinois
$921K +$167K +883 +22%
DWT
706
Dorsey & Whitney Trust
South Dakota
$915K +$8.34K +44 +0.9%
SWM
707
Spire Wealth Management
Virginia
$910K +$182K +914 +25%
MCM
708
Manchester Capital Management
Vermont
$909K +$12.9K +68 +1%
CCA
709
Criterion Capital Advisors
Tennessee
$906K +$906K +4,780 New
TCBWMS
710
Texas Capital Bank Wealth Management Services
Texas
$904K +$35.1K +185 +4%
PWMAG
711
Pinnacle Wealth Management Advisory Group
New Jersey
$904K
MPAM
712
Murphy Pohlad Asset Management
Minnesota
$896K -$45.5K -240 -5%
MOS
713
MGO One Seven
Ohio
$892K +$30.9K +163 +4%
BBL
714
Beck Bode LLC
Massachusetts
$891K -$214K -1,131 -19%
EFH
715
Eaton Financial Holdings
Florida
$888K -$144K -759 -14%
IAN
716
Integrated Advisors Network
Texas
$879K -$8.34K -44 -0.9%
CIA
717
Capital Investment Advisors
Georgia
$874K -$5.49K -29 -0.6%
ACM
718
Allred Capital Management
Texas
$871K -$48.3K -255 -5%
PS
719
Principal Securities
Iowa
$867K +$867K +4,578 New
EWM
720
Empirical Wealth Management
Washington
$862K +$571K +3,013 +196%
LWCFA
721
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$861K -$291K -1,500 -25%
JWM
722
JGP Wealth Management
Oregon
$848K -$14.6K -77 -2%
CGL
723
Clarius Group LLC
Washington
$845K -$58.4K -308 -6%
PCM
724
Penserra Capital Management
California
$845K -$165K -873 -16%
MSAM
725
Moloney Securities Asset Management
Missouri
$842K +$48.3K +255 +6%