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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
RB
751
Rodgers Brothers
Pennsylvania
$538K
KBFS
752
Kohmann Bosshard Financial Services
Ohio
$537K
SG
753
Strid Group
Pennsylvania
$534K +$60.2K +364 +13%
CBNLCF
754
Cognios Beta Neutral Large Cap Fund
Kansas
$530K +$530K +3,203 New
DSC
755
Duncker Streett & Co
Missouri
$530K
RW
756
REDW Wealth
New Mexico
$528K
EHWM
757
Eads & Heald Wealth Management
Georgia
$526K
MFG
758
Merit Financial Group
Georgia
$524K +$524K +3,166 New
SCM
759
Shelton Capital Management
Colorado
$523K -$447K -2,700 -46%
BWP
760
BSW Wealth Partners
Colorado
$522K +$28.5K +172 +6%
BFA
761
Bill Few Associates
Pennsylvania
$521K
LIM
762
Leavell Investment Management
Alabama
$521K
SGI
763
Summit Global Investments
Utah
$518K +$3.47K +21 +0.7%
OCG
764
Opus Capital Group
Ohio
$516K -$19.9K -120 -4%
WFPG
765
Waller Financial Planning Group
Ohio
$515K +$1.82K +11 +0.4%
NP
766
NorthRock Partners
Minnesota
$513K +$22K +133 +4%
DWM
767
Defined Wealth Management
Oregon
$512K
RBC
768
Roble Belko & Company
Pennsylvania
$509K
AAMC
769
Asset Allocation & Management Company
Illinois
$507K +$226K +1,363 +80%
FFM
770
Forum Financial Management
Illinois
$506K +$26.5K +160 +6%
9WM
771
9258 Wealth Management
Ohio
$505K +$207K +1,251 +70%
XSC
772
X-Square Capital
Puerto Rico
$504K +$20K +121 +4%
SRWM
773
Shira Ridge Wealth Management
California
$504K +$504K +3,044 New
NSAM
774
North Star Asset Management
Wisconsin
$501K
SB
775
Strategic Blueprint
Georgia
$493K -$2.81K -17 -0.6%