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Marsh & McLennan

1,161 hedge funds and large institutions have $77B invested in Marsh & McLennan in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 358 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+94
Holders Change %
+8.81%
% of All Funds
17.93%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
176
Increased
435
Reduced
358
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Shares
Change %
MA
726
Montag & Associates
Georgia
$545K +$136K +784 +33%
PP
727
Prospector Partners
Connecticut
$539K -$139K -800 -21%
DWM
728
Defined Wealth Management
Oregon
$538K
PWMAG
729
Pinnacle Wealth Management Advisory Group
New Jersey
$535K +$535K +3,079 New
WFPG
730
Waller Financial Planning Group
Ohio
$534K +$1.74K +10 +0.3%
FFM
731
Forum Financial Management
Illinois
$529K +$529K +3,046 New
KFP
732
KB Financial Partners
New Jersey
$521K -$43.1K -248 -8%
NSAM
733
North Star Asset Management
Wisconsin
$520K
SWM
734
Stockman Wealth Management
Montana
$519K -$22.3K -128 -4%
SB
735
Strategic Blueprint
Georgia
$517K +$517K +2,972 New
TCBWMS
736
Texas Capital Bank Wealth Management Services
Texas
$513K +$48.7K +280 +10%
BG
737
Bollard Group
Massachusetts
$511K +$1.74K +10 +0.3%
EWA
738
EverSource Wealth Advisors
Alabama
$511K +$511K +2,935 New
IDBONY
739
Israel Discount Bank of New York
New York
$508K -$18.2K -105 -3%
CT
740
Cambridge Trust
Massachusetts
$508K +$508K +2,922 New
Cetera Investment Advisers
741
Cetera Investment Advisers
Illinois
$506K +$40.2K +231 +9%
TDC
742
Thompson Davis & Co
Virginia
$504K +$504K +2,900 New
BRWA
743
B. Riley Wealth Advisors
Florida
$499K -$15.5K -89 -3%
SG
744
Strid Group
Pennsylvania
$498K -$299K -1,720 -38%
Dodge & Cox
745
Dodge & Cox
California
$497K
PI
746
Putnam Investments
Massachusetts
$496K -$7.64K -44 -2%
TFCP
747
Twin Focus Capital Partners
Massachusetts
$495K +$35.5K +204 +8%
CWM
748
Cahaba Wealth Management
Georgia
$492K -$3.31K -19 -0.7%
MC
749
Moors & Cabot
Massachusetts
$491K -$68.7K -395 -12%
RL
750
Ruffer LLP
United Kingdom
$487K