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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FCI
726
Financial Counselors Inc
Kansas
$767K -$7.04K -37 -0.9%
AUB
727
Atlantic Union Bankshares
Virginia
$767K
TC
728
Toews Corporation
New Jersey
$761K +$761K +4,000 New
GAG
729
GM Advisory Group
New York
$761K +$2.47K +13 +0.3%
TSS
730
Two Sigma Securities
New York
$759K +$530K +2,787 +232%
BSW
731
Buckingham Strategic Wealth
Missouri
$758K +$2.47K +13 +0.3%
WSFS
732
Wilmington Savings Fund Society
Delaware
$757K -$26.6K -140 -3%
FA
733
Fiducient Advisors
Illinois
$757K +$757K +3,978 New
SWP
734
Stratos Wealth Partners
Ohio
$750K +$162K +850 +27%
PA
735
Procyon Advisors
Connecticut
$747K -$9.7K -51 -1%
SFA
736
Sequoia Financial Advisors
Ohio
$745K +$36.3K +191 +5%
WCA
737
Waypoint Capital Advisors
Minnesota
$744K +$8.75K +46 +1%
MGIA
738
Matthew Goff Investment Advisor
Texas
$740K
APWM
739
Atlas Private Wealth Management
New York
$737K +$51.4K +270 +7%
STA
740
Summit Trail Advisors
New York
$733K +$56.7K +298 +8%
V
741
VeraBank
Texas
$721K
First Manhattan
742
First Manhattan
New York
$721K +$2.28K +12 +0.3%
MFS
743
Mirabella Financial Services
United Kingdom
$719K +$37.9K +199 +6%
EI
744
Ellevest Inc
New York
$715K +$20.7K +109 +3%
KC
745
Kenfarb & Co
Kentucky
$715K -$19K -100 -3%
JF
746
JSF Financial
California
$710K -$2.85K -15 -0.4%
CI
747
Conning Inc
Connecticut
$709K -$7.61K -40 -1%
WJWM
748
Williams Jones Wealth Management
New York
$709K
HCM
749
Hutchinson Capital Management
California
$708K -$4.57K -24 -0.6%
SWM
750
Spire Wealth Management
Virginia
$696K +$487K +2,558 +233%