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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
KFP
726
KB Financial Partners
New Jersey
$612K +$832 +5 +0.1%
SBIA
727
Sheaff Brock Investment Advisors
Indiana
$612K +$612K +3,673 New
HH
728
Hilltop Holdings
Texas
$610K -$30K -180 -5%
VT
729
Vise Technologies
New York
$605K +$28.1K +169 +5%
IW
730
Imprint Wealth
South Carolina
$600K +$600K +3,600 New
AFP
731
Ausdal Financial Partners
Iowa
$598K -$1.17K -7 -0.2%
AWS
732
Atria Wealth Solutions
New York
$587K +$28.3K +170 +5%
SIM
733
Sentry Investment Management
Wisconsin
$586K -$193K -1,160 -25%
SFS
734
Stiles Financial Services
Minnesota
$585K +$1.5K +9 +0.3%
NCM
735
Noesis Capital Mangement
Florida
$583K
T
736
TrueFG
Texas
$583K
PCS
737
Personal CFO Solutions
New Jersey
$573K +$14.5K +87 +3%
SFA
738
Sequoia Financial Advisors
Ohio
$572K -$7.33K -44 -1%
SC
739
Savant Capital
Illinois
$571K +$5.66K +34 +1%
BWP
740
BSW Wealth Partners
Colorado
$564K +$38.5K +231 +7%
GCWM
741
Graham Capital Wealth Management
District of Columbia
$563K +$563K +338 New
AWM
742
Axxcess Wealth Management
California
$560K +$211K +1,267 +60%
DW
743
Domani Wealth
Pennsylvania
$556K
AWA
744
Archvest Wealth Advisors
California
$554K -$18.5K -111 -3%
SGI
745
Summit Global Investments
Utah
$551K +$29.6K +178 +6%
MA
746
Mutual Advisors
Nebraska
$548K +$223K +1,338 +69%
AWE
747
Avidian Wealth Enterprises
Texas
$548K -$67.6K -406 -11%
AC
748
Abbrea Capital
California
$542K
RB
749
Rodgers Brothers
Pennsylvania
$541K
KBFS
750
Kohmann Bosshard Financial Services
Ohio
$540K