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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
AIP
751
Ameritas Investment Partners
Nebraska
$1.09M -$41.4K -195 -4%
1M
752
1248 Management
Missouri
$1.08M +$1.08M +5,107 New
BWS
753
Broadway Wealth Solutions
Texas
$1.08M +$1.08M +5,107 New
MMHP
754
Murphy Middleton Hinkle & Parker
Georgia
$1.08M
GIC
755
Generali Investments CEE
Czech Republic
$1.07M +$1.07M +5,060 New
CNBT
756
Canandaigua National Bank & Trust
New York
$1.07M -$30K -141 -3%
CI
757
Cigna Investments
Connecticut
$1.07M -$6.16K -29 -0.6%
EWA
758
EverSource Wealth Advisors
Alabama
$1.07M +$71.2K +335 +7%
NP
759
NorthRock Partners
Minnesota
$1.07M -$342K -1,612 -24%
BCM
760
Boltwood Capital Management
California
$1.06M -$23.2K -109 -2%
SCM
761
Stevens Capital Management
Pennsylvania
$1.05M +$1.05M +4,964 New
IWC
762
Integrated Wealth Concepts
Massachusetts
$1.05M +$96.2K +453 +10%
HPC
763
HM Payson & Co
Maine
$1.05M -$425 -2 -0%
LSAG
764
Lake Street Advisors Group
New Hampshire
$1.05M +$2.34K +11 +0.2%
BHWM
765
Bar Harbor Wealth Management
New Hampshire
$1.05M -$15.9K -75 -1%
JWM
766
JGP Wealth Management
Oregon
$1.04M +$31K +146 +3%
CFB
767
Cullen/Frost Bankers
Texas
$1.04M +$45.7K +215 +5%
WFI
768
West Family Investments
California
$1.04M -$23.8K -112 -2%
MCM
769
Manchester Capital Management
Vermont
$1.03M -$1.27K -6 -0.1%
CWM
770
Connecticut Wealth Management
Connecticut
$1.03M +$49.9K +235 +5%
IAN
771
Integrated Advisors Network
Texas
$1.03M +$12.3K +58 +1%
SIA
772
SkyView Investment Advisors
New Jersey
$1.03M +$1.03M +4,831 New
HPIA
773
Hamilton Point Investment Advisors
North Carolina
$1.01M +$527K +2,483 +110%
QWM
774
Quadcap Wealth Management
Texas
$1.01M -$15.5K -73 -2%
MPAM
775
Murphy Pohlad Asset Management
Minnesota
$1M