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Marsh & McLennan

1,152 hedge funds and large institutions have $65B invested in Marsh & McLennan in 2022 Q3 according to their latest regulatory filings, with 101 funds opening new positions, 449 increasing their positions, 394 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,152
Holders Change
+10
Holders Change %
+0.88%
% of All Funds
19.92%
Holding in Top 10
27
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+8%
% of All Funds
0.47%
New
101
Increased
449
Reduced
394
Closed
76
Calls
$83.3M
Puts
$77.9M
Net Calls
+$5.36M
Net Calls Change
+$56.9M
Name Holding Trade Value Shares
Change
Shares
Change %
LWAM
776
Legacy Wealth Asset Management
Minnesota
$421K +$421K +2,819 New
SWM
777
Stockman Wealth Management
Montana
$417K +$896 +6 +0.2%
BWM
778
Buckley Wealth Management
Nevada
$416K -$106K -709 -20%
IDBONY
779
Israel Discount Bank of New York
New York
$415K -$7.31K -49 -2%
CWM
780
C2C Wealth Management
Arizona
$409K
MCM
781
Manchester Capital Management
Vermont
$407K +$1.05K +7 +0.3%
FB
782
Fulton Bank
Pennsylvania
$406K +$38.5K +258 +10%
IA
783
IFP Advisors
Florida
$404K +$48.7K +592 +14%
SWA
784
Sutton Wealth Advisors
Florida
$403K +$5.82K +39 +1%
TBA
785
Tower Bridge Advisors
Pennsylvania
$403K
QCM
786
Quantinno Capital Management
New York
$402K -$55K -368 -12%
BFM
787
Boothbay Fund Management
New York
$400K +$400K +2,679 New
AC
788
ASB Consultores
Florida
$398K -$61.2K -410 -13%
ZCA
789
Zeke Capital Advisors
Pennsylvania
$396K +$90.6K +606 +30%
CAI
790
Capital Advisors Inc
Oklahoma
$395K
GCM
791
Gladius Capital Management
Illinois
$394K +$52.4K +350 +15%
WPW
792
Waldron Private Wealth
Pennsylvania
$394K +$196K +1,313 +99%
BRM
793
Boston Research & Management
Massachusetts
$391K
AWA
794
Aaron Wealth Advisors
Illinois
$388K +$27.4K +184 +8%
CA
795
Cetera Advisors
Colorado
$387K +$48.9K +327 +14%
T
796
TOBAM
France
$386K
KCM
797
Kathmere Capital Management
Pennsylvania
$385K -$99.5K -667 -21%
ECM
798
EagleClaw Capital Management
Massachusetts
$383K -$37.4K -250 -9%
NFC
799
Northeast Financial Consultants
Connecticut
$382K +$157K +1,050 +70%
M
800
Mirova
France
$381K -$876K -5,871 -70%