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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GIA
751
Gateway Investment Advisers
Ohio
$754K -$17.2K -91 -2%
Alyeska Investment Group
752
Alyeska Investment Group
Illinois
$747K -$12.6M -66,285 -94%
UM
753
UniSuper Management
Australia
$747K +$64.4K +340 +9%
RDWM
754
Red Door Wealth Management
Tennessee
$746K +$746K +3,939 New
KCM
755
Kathmere Capital Management
Pennsylvania
$742K +$84.9K +448 +13%
TW
756
TrinityPoint Wealth
Connecticut
$741K -$671K -3,542 -48%
WCA
757
Waypoint Capital Advisors
Minnesota
$738K -$2.08K -11 -0.3%
NB
758
Nicolet Bankshares
Wisconsin
$738K +$71.2K +376 +11%
MGIA
759
Matthew Goff Investment Advisor
Texas
$737K
CIA
760
Concurrent Investment Advisors
Florida
$732K +$732K +3,863 New
FCI
761
Financial Counselors Inc
Kansas
$728K -$36.6K -193 -5%
NBT
762
Northwest Bank & Trust
Iowa
$726K +$726K +3,832 New
GW
763
GW & Wade
Massachusetts
$725K -$232K -1,225 -24%
SWP
764
Stratos Wealth Partners
Ohio
$723K -$24.4K -129 -3%
V
765
VeraBank
Texas
$719K +$1.14K +6 +0.2%
LI
766
Louisbourg Investments
New Brunswick, Canada
$718K +$718K +4,924 New
EI
767
Ellevest Inc
New York
$718K +$5.87K +31 +0.8%
ANTB
768
AMG National Trust Bank
Colorado
$715K +$108K +572 +18%
WBC
769
Westpac Banking Corp
Australia
$714K -$897K -4,734 -56%
ML
770
McAdam LLC
Pennsylvania
$709K +$21.4K +113 +3%
CI
771
Conning Inc
Connecticut
$706K
WJWM
772
Williams Jones Wealth Management
New York
$706K
PCIA
773
Prime Capital Investment Advisors
Kansas
$702K +$702K +3,707 New
CAG
774
Csenge Advisory Group
Florida
$697K +$164K +868 +31%
HCM
775
Hutchinson Capital Management
California
$695K -$9.1K -48 -1%