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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
751
Buckley Wealth Management
Nevada
$538K +$68.3K +410 +15%
4WM
752
44 Wealth Management
Oregon
$538K -$3.33K -20 -0.6%
QCM
753
Qsemble Capital Management
New York
$533K -$583K -3,500 -52%
DSC
754
Duncker Streett & Co
Missouri
$533K
MC
755
Maverick Capital
Texas
$530K +$530K +3,184 New
EHWM
756
Eads & Heald Wealth Management
Georgia
$530K
LFAS
757
Level Four Advisory Services
Texas
$529K +$529K +3,175 New
GL
758
Graypoint LLC
New York
$528K +$48.6K +292 +10%
LIM
759
Leavell Investment Management
Alabama
$525K
BFA
760
Bill Few Associates
Pennsylvania
$525K
TWM
761
Thrive Wealth Management
Pennsylvania
$524K +$36.1K +217 +7%
Empower Advisory Group
762
Empower Advisory Group
Colorado
$524K +$524K +3,109 New
WFPG
763
Waller Financial Planning Group
Ohio
$520K +$1.83K +11 +0.4%
VSQM
764
V-Square Quantitative Management
Illinois
$520K +$520K +3,121 New
Wealth Enhancement Advisory Services
765
Wealth Enhancement Advisory Services
Minnesota
$519K -$6.21M -37,295 -92%
NP
766
NorthRock Partners
Minnesota
$517K +$999 +6 +0.2%
DWM
767
Defined Wealth Management
Oregon
$515K
SCM
768
Shelton Capital Management
Colorado
$515K -$10.8K -65 -2%
OCG
769
Opus Capital Group
Ohio
$515K -$4.67K -28 -0.9%
NWMG
770
National Wealth Management Group
Ohio
$513K +$513K +2,831 New
SRWM
771
Shira Ridge Wealth Management
California
$507K
9WM
772
9258 Wealth Management
Ohio
$506K -$2.17K -13 -0.4%
NSAM
773
North Star Asset Management
Wisconsin
$502K -$1.67K -10 -0.3%
IG
774
ING Group
Netherlands
$502K +$502K +3,015 New
SB
775
Strategic Blueprint
Georgia
$501K +$5.66K +34 +1%