MMC icon

Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FBB
776
Fulton Breakefield Broenniman
Maryland
$490K +$8.27K +50 +2%
WSFS
777
Wilmington Savings Fund Society
Delaware
$487K
TWM
778
Thrive Wealth Management
Pennsylvania
$485K -$147K -886 -23%
MA
779
Montag & Associates
Georgia
$484K -$12.4K -75 -2%
RL
780
Ruffer LLP
United Kingdom
$482K
WP
781
WealthSource Partners
California
$479K -$7.28K -44 -1%
BONH
782
Bank of New Hampshire
New Hampshire
$477K -$51.3K -310 -10%
GL
783
Graypoint LLC
New York
$476K -$15.2K -92 -3%
GA
784
Geller Advisors
New York
$474K +$4.96K +30 +1%
KA
785
Kearns & Associates
California
$473K +$473K +2,860 New
LWAM
786
Legacy Wealth Asset Management
Minnesota
$473K +$6.29K +38 +1%
TFCP
787
Twin Focus Capital Partners
Massachusetts
$473K -$662 -4 -0.1%
SWP
788
Stratos Wealth Partners
Ohio
$471K -$10.6K -64 -2%
PCP
789
Proficio Capital Partners
Massachusetts
$471K +$4.8K +29 +1%
HWMA
790
Heritage Wealth Management (Arizona)
Arizona
$468K +$240K +1,448 +105%
BWM
791
Buckley Wealth Management
Nevada
$467K +$5.79K +35 +1%
SWM
792
Stockman Wealth Management
Montana
$462K
APWM
793
Atlas Private Wealth Management
New York
$459K +$36.6K +221 +9%
SC
794
SRB Corp
Massachusetts
$452K +$33.2K +201 +8%
CAG
795
Csenge Advisory Group
Florida
$448K -$26.2K -158 -6%
TBA
796
Tower Bridge Advisors
Pennsylvania
$447K
AC
797
ASB Consultores
Florida
$447K +$5.46K +33 +1%
RMDI
798
R.M. Davis Inc
Maine
$446K +$77.6K +469 +21%
SWA
799
Sutton Wealth Advisors
Florida
$444K -$2.65K -16 -0.6%
SWA
800
Stratos Wealth Advisors
Ohio
$443K +$27.8K +168 +7%