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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
ROTUOC
701
Regents of the University of California
California
$1.07M
MMHP
702
Murphy Middleton Hinkle & Parker
Georgia
$1.07M
BHWM
703
Bar Harbor Wealth Management
New Hampshire
$1.07M +$163K +789 +18%
PS
704
Principal Securities
Iowa
$1.06M +$121K +586 +13%
WPA
705
West Paces Advisors
Georgia
$1.06M -$106K -513 -9%
LSAG
706
Lake Street Advisors Group
New Hampshire
$1.06M +$20.2K +98 +2%
DAS
707
Diversify Advisory Services
Utah
$1.05M +$1.05M +5,141 New
DWT
708
Dorsey & Whitney Trust
South Dakota
$1.05M +$52.7K +256 +5%
YIH
709
Y-Intercept (HK)
Hong Kong
$1.05M +$631K +3,061 +152%
MOS
710
MGO One Seven
Ohio
$1.04M +$74.8K +363 +8%
VFA
711
Valeo Financial Advisors
Indiana
$1.03M +$37.6K +187 +4%
CFP
712
Cascade Financial Partners
California
$1.02M +$1.02M +5,136 New
HPC
713
HM Payson & Co
Maine
$1.02M +$2.68K +13 +0.3%
BFM
714
Boston Financial Management
Massachusetts
$1.01M
APWM
715
Atlas Private Wealth Management
New York
$1.01M +$156K +757 +18%
DLA
716
Douglas Lane & Associates
New York
$1.01M
SI
717
Stephens Inc
Arkansas
$1.01M +$103K +501 +11%
TC
718
TownSquare Capital
Utah
$1.01M +$442K +2,145 +78%
PWMAG
719
Pinnacle Wealth Management Advisory Group
New Jersey
$1M +$18.3K +89 +2%
CIA
720
Choate Investment Advisors
Massachusetts
$1M +$670K +3,252 +202%
GRP
721
Global Retirement Partners
California
$989K +$618 +3 +0.1%
SSA
722
Schonfeld Strategic Advisors
New York
$987K -$310K -1,504 -24%
MPAM
723
Murphy Pohlad Asset Management
Minnesota
$974K
EIM
724
Essex Investment Management
Massachusetts
$972K -$80.7K -392 -8%
BBL
725
Beck Bode LLC
Massachusetts
$969K