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Marsh & McLennan

824 hedge funds and large institutions have $34.4B invested in Marsh & McLennan in 2018 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 259 increasing their positions, 300 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
824
Holders Change
+28
Holders Change %
+3.52%
% of All Funds
18.39%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
107
Increased
259
Reduced
300
Closed
72
Calls
$33.3M
Puts
$29.5M
Net Calls
+$3.77M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Shares
Change %
WANY
751
Wealthspire Advisors (New York)
New York
$26K +$26K +332 New
NFG
752
Next Financial Group
Texas
$25K -$41.5K -528 -62%
TL
753
TrueWealth LLC
Georgia
$24K
TFO
754
Tarbox Family Office
California
$24K
NIT
755
NumerixS Investment Technologies
British Columbia, Canada
$24K +$24K +300 New
CC
756
Claybrook Capital
Massachusetts
$23K -$5.35K -66 -19%
WDL
757
Well Done LLC
Michigan
$23K +$23K +284 New
M
758
MOTCO
Texas
$22K
CFGS
759
Concourse Financial Group Securities
Alabama
$22K +$5.91K +75 +37%
LFA
760
Legacy Financial Advisors
Kentucky
$22K +$11.8K +150 +116%
BCA
761
Berman Capital Advisors
Georgia
$21K +$21K +283 New
ESB
762
Essex Savings Bank
Connecticut
$20K +$20K +252 New
CAC
763
Certified Advisory Corp
Florida
$18K -$2.13K -26 -11%
EARNEST Partners
764
EARNEST Partners
Georgia
$18K
YWP
765
YorkBridge Wealth Partners
New York
$18K
MWA
766
Meridian Wealth Advisors
Texas
$18K +$18K +225 New
STB
767
S&T Bank
Pennsylvania
$18K +$18K +227 New
CHP
768
Cable Hill Partners
Oregon
$17K
CIAS
769
Capital Investment Advisory Services
North Carolina
$17K +$17K +211 New
JFGIW
770
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K -$23.5K -302 -61%
FHA
771
First Horizon Advisors
Tennessee
$15K -$17.9K -228 -54%
AOWM
772
Alpha Omega Wealth Management
Virginia
$15K
FTI
773
Fiduciary Trust International
Massachusetts
$15K +$15K +184 New
AIM
774
Advantage Investment Management
Iowa
$13K
HDIM
775
Hanson & Doremus Investment Management
Vermont
$13K