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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
QCM
726
Quantinno Capital Management
New York
$602K +$157K +948 +35%
PP
727
Paloma Partners
Connecticut
$602K +$419K +2,534 +230%
AFP
728
Ausdal Financial Partners
Iowa
$595K +$1.49K +9 +0.3%
BP
729
Ballentine Partners
Massachusetts
$593K -$165 -1 -0%
SFS
730
Stiles Financial Services
Minnesota
$580K -$39.7K -240 -6%
T
731
TrueFG
Texas
$579K
NCM
732
Noesis Capital Mangement
Florida
$579K
SFA
733
Sequoia Financial Advisors
Ohio
$576K +$199K +1,204 +53%
MC
734
Moors & Cabot
Massachusetts
$574K +$32.9K +199 +6%
VT
735
Vise Technologies
New York
$573K +$196K +1,182 +52%
DWM
736
Dakota Wealth Management
Florida
$572K -$63.4K -383 -10%
AWA
737
Archvest Wealth Advisors
California
$569K -$36.9K -223 -6%
ACG
738
Allen Capital Group
Nebraska
$569K +$569K +3,436 New
GCMG
739
Gyroscope Capital Management Group
Florida
$564K -$496 -3 -0.1%
TFS
740
TrustCore Financial Services
Tennessee
$562K +$11.1K +67 +2%
SC
741
Savant Capital
Illinois
$561K -$8.44K -51 -1%
VFA
742
Valeo Financial Advisors
Indiana
$558K +$233K +1,408 +72%
KCM
743
Kathmere Capital Management
Pennsylvania
$558K +$130K +788 +31%
AWS
744
Atria Wealth Solutions
New York
$555K +$258K +1,558 +87%
PCS
745
Personal CFO Solutions
New Jersey
$555K +$15.7K +95 +3%
DW
746
Domani Wealth
Pennsylvania
$553K
FMLI
747
Fukoku Mutual Life Insurance
Japan
$549K
PCA
748
Personal Capital Advisors
California
$539K -$55.9K -338 -9%
AC
749
Abbrea Capital
California
$539K
4WM
750
44 Wealth Management
Oregon
$538K -$17K -103 -3%