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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
QPWM
726
Quadrant Private Wealth Management
Pennsylvania
$840K
OC
727
Oppenheimer & Co
New York
$840K -$45.1K -238 -5%
WFI
728
West Family Investments
California
$837K +$7.77K +41 +0.9%
BHWM
729
Bar Harbor Wealth Management
New Hampshire
$833K -$33.2K -175 -4%
SI
730
Stephens Inc
Arkansas
$831K +$54.9K +290 +7%
SWA
731
SFMG Wealth Advisors
Texas
$817K -$128K -673 -14%
CWM
732
Connecticut Wealth Management
Connecticut
$815K +$292K +1,543 +56%
ACM
733
Advance Capital Management
Michigan
$814K +$476K +2,514 +141%
CCMG
734
Clark Capital Management Group
Pennsylvania
$813K +$582K +3,073 +252%
FB
735
Fulton Bank
Pennsylvania
$810K -$27.1K -143 -3%
EWA
736
EverSource Wealth Advisors
Alabama
$798K +$21.6K +114 +3%
SP
737
Symmetry Partners
Connecticut
$796K -$71.9K -381 -8%
BSW
738
Buckingham Strategic Wealth
Missouri
$790K +$35.4K +187 +5%
APWM
739
Atlas Private Wealth Management
New York
$786K +$52.5K +277 +7%
SIA
740
Schechter Investment Advisors
Michigan
$778K -$62.5K -330 -7%
QWM
741
Quadcap Wealth Management
Texas
$778K +$778K +4,105 New
LNC
742
Lincoln National Corp
Pennsylvania
$771K +$262K +1,385 +52%
WWM
743
Western Wealth Management
Colorado
$766K +$1.71K +9 +0.2%
AUB
744
Atlantic Union Bankshares
Virginia
$763K
PA
745
Procyon Advisors
Connecticut
$763K +$19.1K +101 +3%
GAG
746
GM Advisory Group
New York
$760K +$2.27K +12 +0.3%
SA
747
SRN Advisors
Pennsylvania
$758K -$120K -633 -14%
MFGM
748
Marshall Financial Group (Maryland)
Maryland
$757K +$757K +3,993 New
LCWP
749
Legacy Capital Wealth Partners
Arkansas
$756K -$99.3K -524 -12%
DWM
750
Dakota Wealth Management
Florida
$756K +$95.5K +504 +14%