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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
PIA
726
Powell Investment Advisors
Florida
$286K
PGFC
727
Peapack-Gladstone Financial Corp
New Jersey
$283K +$15.6K +128 +6%
AC
728
Asio Capital
Kentucky
$280K -$120K -984 -30%
LF
729
Lantz Financial
Illinois
$279K
ICG
730
InterOcean Capital Group
Tennessee
$277K
AC
731
Abbrea Capital
California
$274K +$52.5K +431 +24%
GC
732
Gilbert & Cook
Iowa
$271K -$19.4K -159 -7%
IEFM
733
IQ EQ Fund Management
Ireland
$271K +$28.9K +237 +12%
PCP
734
Proficio Capital Partners
Massachusetts
$270K +$270K +2,214 New
DWM
735
Destination Wealth Management
California
$268K -$30.5K -250 -10%
WSTAM
736
Wilbanks Smith & Thomas Asset Management
Virginia
$268K -$10.1K -83 -4%
MA
737
Montag & Associates
Georgia
$268K
SHWM
738
Smith & Howard Wealth Management
Georgia
$267K
IWM
739
IHT Wealth Management
Illinois
$267K +$31.2K +256 +13%
CF
740
Centaurus Financial
California
$266K
RIM
741
Reliant Investment Management
Tennessee
$266K
MOS
742
MGO One Seven
Ohio
$260K +$260K +2,138 New
AF
743
Advisornet Financial
Minnesota
$259K +$24.4K +200 +10%
GA
744
Geller Advisors
New York
$259K +$42.6K +350 +20%
MCM
745
MAI Capital Management
Ohio
$258K +$32.9K +270 +15%
FIM
746
Freedom Investment Management
Connecticut
$257K +$15.2K +125 +6%
MSFP
747
Mark Sheptoff Financial Planning
Connecticut
$256K
YMRC
748
Yorktown Management & Research Company
Virginia
$255K
CCG
749
Cypress Capital Group
Florida
$255K
BOTW
750
Bank of the West
California
$255K +$2.32K +19 +0.9%