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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BDF
751
Balasa Dinverno & Foltz
$249K -$36.5K -300 -13%
AHB
752
Abner Herrman & Brock
New Jersey
$248K -$42.7K -350 -15%
BCA
753
Bay Colony Advisors
Massachusetts
$248K +$248K +2,039 New
WCWM
754
Willow Creek Wealth Management
California
$247K
WB
755
WesBanco Bank
West Virginia
$245K +$245K +2,014 New
HAIM
756
Hunter Associates Investment Management
Pennsylvania
$244K
SCI
757
S&CO Inc
Massachusetts
$243K
S
758
Surevest
California
$243K
IA
759
IFP Advisors
Florida
$242K -$3.51K -29 -1%
NB
760
Nicolet Bankshares
Wisconsin
$241K
BSW
761
Buckingham Strategic Wealth
Missouri
$240K +$12.1K +99 +5%
FA
762
Faithward Advisors
Pennsylvania
$240K +$240K +1,972 New
KCM
763
Kathmere Capital Management
Pennsylvania
$239K
MPPW
764
Mitchell & Pahl Private Wealth
Oklahoma
$238K -$1.22K -10 -0.5%
BFM
765
Boston Financial Management
Massachusetts
$237K -$30.5K -250 -11%
KCM
766
Kanawha Capital Management
Virginia
$237K +$7.08K +58 +3%
ACA
767
Atlas Capital Advisors
Wyoming
$236K -$3.9K -32 -2%
AC
768
Athanor Capital
New York
$236K -$810K -6,647 -77%
PP
769
Patron Partners
Texas
$235K -$31.7K -261 -12%
PLFAM
770
Pineno Levin & Ford Asset Management
Virginia
$235K
TI
771
tru Independence
Oregon
$232K -$41.8K -344 -15%
PA
772
Procyon Advisors
Connecticut
$231K -$14.9K -122 -6%
PCM
773
Parsons Capital Management
Rhode Island
$231K
CFG
774
CKW Financial Group
Hawaii
$231K
IC
775
Inscription Capital
Texas
$230K -$16.7K -137 -7%