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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
4WM
726
44 Wealth Management
Oregon
$501K
DW
727
Domani Wealth
Pennsylvania
$499K
TFS
728
TrustCore Financial Services
Tennessee
$497K +$465K +3,114 +1,455%
FMLI
729
Fukoku Mutual Life Insurance
Japan
$495K
GIA
730
Gateway Investment Advisers
Ohio
$493K -$215K -1,443 -30%
MC
731
Moors & Cabot
Massachusetts
$488K +$8.96K +60 +2%
PCS
732
Personal CFO Solutions
New Jersey
$487K +$3.29K +22 +0.7%
AC
733
Abbrea Capital
California
$486K
RB
734
Rodgers Brothers
Pennsylvania
$485K
OCG
735
Opus Capital Group
Ohio
$484K
KBFS
736
Kohmann Bosshard Financial Services
Ohio
$484K
CIM
737
Contravisory Investment Management
Massachusetts
$482K -$24.8K -166 -5%
DSC
738
Duncker Streett & Co
Missouri
$478K
RW
739
REDW Wealth
New Mexico
$476K
BONH
740
Bank of New Hampshire
New Hampshire
$476K
EHWM
741
Eads & Heald Wealth Management
Georgia
$475K +$13.4K +90 +3%
PA
742
Procyon Advisors
Connecticut
$472K +$19.5K +131 +4%
BRWA
743
B. Riley Wealth Advisors
Florida
$471K +$117K +786 +33%
BFA
744
Bill Few Associates
Pennsylvania
$470K -$8.95K -60 -2%
LIM
745
Leavell Investment Management
Alabama
$470K
SGI
746
Summit Global Investments
Utah
$465K -$1.33M -8,923 -74%
WFPG
747
Waller Financial Planning Group
Ohio
$463K +$1.64K +11 +0.4%
DWM
748
Defined Wealth Management
Oregon
$462K
RBC
749
Roble Belko & Company
Pennsylvania
$459K
RL
750
Ruffer LLP
United Kingdom
$456K