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Marsh & McLennan

999 hedge funds and large institutions have $63.3B invested in Marsh & McLennan in 2021 Q2 according to their latest regulatory filings, with 108 funds opening new positions, 373 increasing their positions, 325 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
999
Holders Change
+28
Holders Change %
+2.88%
% of All Funds
17.44%
Holding in Top 10
17
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+30.77%
% of All Funds
0.3%
New
108
Increased
373
Reduced
325
Closed
70
Calls
$77.3M
Puts
$55.6M
Net Calls
+$21.7M
Net Calls Change
+$23.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BOTW
751
Bank of the West
California
$286K -$7.87K -56 -3%
AHB
752
Abner Herrman & Brock
New Jersey
$286K
MWA
753
Meridian Wealth Advisors
Texas
$286K +$286K +2,034 New
SFO
754
Stokes Family Office
Louisiana
$286K +$286K +2,034 New
WCWM
755
Willow Creek Wealth Management
California
$285K
BIM
756
Bridges Investment Management
Nebraska
$282K -$305K -2,169 -52%
AA
757
Advisory Alpha
Michigan
$282K -$80.8K -573 -22%
S
758
Surevest
California
$281K
SCI
759
S&CO Inc
Massachusetts
$281K
HAIM
760
Hunter Associates Investment Management
Pennsylvania
$281K
DBT
761
Dubuque Bank & Trust
Iowa
$281K +$281K +2,000 New
DY
762
Dowling & Yahnke
California
$280K +$280K +1,992 New
CFD
763
Creative Financial Designs
Indiana
$278K -$399K -2,837 -59%
NB
764
Nicolet Bankshares
Wisconsin
$278K
FA
765
Faithward Advisors
Pennsylvania
$278K +$843 +6 +0.3%
BSW
766
Buckingham Strategic Wealth
Missouri
$277K +$281 +2 +0.1%
KCM
767
Kathmere Capital Management
Pennsylvania
$276K
LBD
768
Landsberg Bennett & Dubbaneh
Florida
$275K +$36.3K +258 +15%
BFM
769
Boston Financial Management
Massachusetts
$274K
MPPW
770
Mitchell & Pahl Private Wealth
Oklahoma
$274K
KCM
771
Kanawha Capital Management
Virginia
$273K
WB
772
WesBanco Bank
West Virginia
$272K -$11.8K -84 -4%
SWM
773
SeaCrest Wealth Management
New York
$272K +$19K +135 +8%
PLFAM
774
Pineno Levin & Ford Asset Management
Virginia
$271K
CFG
775
CKW Financial Group
Hawaii
$270K