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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BDWM
776
Brewin Dolphin Wealth Management
Ireland
$230K -$9.14K -75 -4%
APW
777
Acima Private Wealth
Virginia
$229K
SPC
778
Sigma Planning Corp
Michigan
$229K +$3.66K +30 +2%
CGA
779
Crescent Grove Advisors
Illinois
$229K +$229K +1,877 New
SIA
780
SkyView Investment Advisors
New Jersey
$226K +$211K +1,735 +1,366%
SWM
781
Spire Wealth Management
Virginia
$225K +$225K +1,853 New
GL
782
Graypoint LLC
New York
$224K +$224K +1,837 New
CWP
783
Curated Wealth Partners
California
$223K -$24.9K -204 -10%
MCM
784
Marathon Capital Management
Maryland
$221K -$11.6K -95 -5%
SWA
785
Stratos Wealth Advisors
Ohio
$219K -$86.5K -710 -28%
RMC
786
Resources Management Corp
Connecticut
$219K -$6.08K -50 -3%
LGWM
787
Litman Gregory Wealth Management
California
$219K
SWA
788
SOA Wealth Advisors
New York
$219K +$7.43K +61 +4%
SWM
789
SeaCrest Wealth Management
New York
$219K +$219K +1,797 New
SIC
790
Samalin Investment Counsel
New York
$219K +$219K +1,803 New
NCM
791
Northside Capital Management
Oregon
$218K +$218K +1,787 New
T
792
TOBAM
France
$211K
CCP
793
Clarkston Capital Partners
Michigan
$210K
LBD
794
Landsberg Bennett & Dubbaneh
Florida
$209K +$209K +1,694 New
DI
795
Diligent Investors
California
$207K +$207K +1,700 New
FF
796
FourThought Financial
Florida
$206K -$39.9K -328 -16%
EH
797
Employers Holdings
Nevada
$206K +$206K +1,695 New
KC
798
Kinloch Capital
Virginia
$204K
TCMP
799
Thrive Capital Management (Pennsylvania)
Pennsylvania
$203K +$203K +1,663 New
YIA
800
YHB Investment Advisors
Connecticut
$202K +$202K +1,582 New