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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
AFP
751
Ausdal Financial Partners
Iowa
$694K +$6.85K +36 +1%
ML
752
McAdam LLC
Pennsylvania
$691K -$99.5K -523 -13%
GL
753
Graypoint LLC
New York
$686K +$12.7K +67 +2%
UM
754
UniSuper Management
Australia
$685K
SRWM
755
Shira Ridge Wealth Management
California
$683K -$381 -2 -0.1%
AG
756
AIA Group
Hong Kong
$681K +$681K +3,576 New
CFB
757
Cullen/Frost Bankers
Texas
$673K -$20.9K -110 -3%
NB
758
Nicolet Bankshares
Wisconsin
$669K -$388K -2,041 -37%
NCM
759
Noesis Capital Mangement
Florida
$666K
T
760
TrueFG
Texas
$666K
DWM
761
Dakota Wealth Management
Florida
$663K -$106K -557 -14%
MSCM
762
McElhenny Sheffield Capital Management
Texas
$662K -$83.2K -437 -11%
HF
763
HRT Financial
New York
$662K -$6.02M -31,629 -90%
KCM
764
Kathmere Capital Management
Pennsylvania
$660K +$157K +827 +31%
HH
765
Hilltop Holdings
Texas
$652K -$41.7K -219 -6%
HFM
766
Harvest Fund Management
China
$647K +$493K +2,591 +321%
BWM
767
Buckley Wealth Management
Nevada
$646K -$181K -952 -22%
OAM
768
Ostrum Asset Management
France
$645K -$546K -2,870 -46%
GIA
769
Gladstone Institutional Advisory
Florida
$627K -$50.8K -267 -7%
TWM
770
Thrive Wealth Management
Pennsylvania
$626K +$18.1K +95 +3%
Empower Advisory Group
771
Empower Advisory Group
Colorado
$625K +$36.7K +193 +6%
AC
772
Abbrea Capital
California
$620K +$380 +2 +0.1%
RB
773
Rodgers Brothers
Pennsylvania
$618K
KBFS
774
Kohmann Bosshard Financial Services
Ohio
$617K
WPW
775
Waldron Private Wealth
Pennsylvania
$616K +$37.1K +195 +6%