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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NSAM
751
North Star Asset Management
Wisconsin
$452K
OPPTF
752
OPSEU Pension Plan Trust Fund
Ontario, Canada
$450K +$9.7K +63 +2%
MA
753
Montag & Associates
Georgia
$448K -$20K -134 -4%
PWM
754
Perigon Wealth Management
California
$448K +$63.6K +426 +17%
BHCM
755
Boulder Hill Capital Management
New York
$448K +$448K +3,000 New
SB
756
Strategic Blueprint
Georgia
$447K -$14.2K -95 -3%
BWP
757
BSW Wealth Partners
Colorado
$445K +$1.19K +8 +0.3%
GL
758
Graypoint LLC
New York
$443K +$73.4K +492 +20%
NP
759
NorthRock Partners
Minnesota
$443K +$79.1K +530 +22%
WSFS
760
Wilmington Savings Fund Society
Delaware
$439K -$44.8K -300 -9%
WP
761
WealthSource Partners
California
$439K +$116K +774 +36%
TCOT
762
Trust Company of Toledo
Ohio
$438K -$672K -4,500 -61%
XSC
763
X-Square Capital
Puerto Rico
$437K +$3.43K +23 +0.8%
AF
764
Advisornet Financial
Minnesota
$437K +$159K +1,067 +57%
FBB
765
Fulton Breakefield Broenniman
Maryland
$435K -$13.7K -92 -3%
SWP
766
Stratos Wealth Partners
Ohio
$435K +$22.1K +148 +5%
FFM
767
Forum Financial Management
Illinois
$433K
GAM
768
Gotham Asset Management
New York
$430K -$78K -522 -15%
NB
769
NBT Bank
New York
$430K -$8.37K -56 -2%
CAG
770
Csenge Advisory Group
Florida
$428K -$235K -1,570 -35%
SG
771
Strid Group
Pennsylvania
$428K
Dodge & Cox
772
Dodge & Cox
California
$427K
TFCP
773
Twin Focus Capital Partners
Massachusetts
$427K
PCP
774
Proficio Capital Partners
Massachusetts
$427K +$16.2K +107 +4%
GA
775
Geller Advisors
New York
$423K +$69.6K +466 +20%