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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FFM
776
Forum Financial Management
Illinois
$497K -$12.8K -77 -3%
BRWA
777
B. Riley Wealth Advisors
Florida
$490K -$149K -894 -23%
TCOT
778
Trust Company of Toledo
Ohio
$489K
MA
779
Montag & Associates
Georgia
$487K
APWM
780
Atlas Private Wealth Management
New York
$485K +$23.6K +142 +5%
WP
781
WealthSource Partners
California
$484K +$2.17K +13 +0.4%
IA
782
IFP Advisors
Florida
$482K +$63.7K +792 +15%
FMLI
783
Fukoku Mutual Life Insurance
Japan
$479K -$73.3K -440 -13%
CC
784
Centiva Capital
New York
$479K +$267K +1,605 +126%
WPW
785
Waldron Private Wealth
Pennsylvania
$477K +$37.1K +223 +8%
SG
786
Strid Group
Pennsylvania
$477K -$60.6K -364 -11%
LWAM
787
Legacy Wealth Asset Management
Minnesota
$477K +$1.17K +7 +0.2%
KA
788
Kearns & Associates
California
$476K
TFCP
789
Twin Focus Capital Partners
Massachusetts
$476K
SWA
790
Stratos Wealth Advisors
Ohio
$474K +$28.5K +171 +6%
XSC
791
X-Square Capital
Puerto Rico
$464K -$43.8K -263 -9%
DMBA
792
Deseret Mutual Benefit Administrators
Utah
$462K +$22K +132 +5%
PCP
793
Proficio Capital Partners
Massachusetts
$456K -$17.5K -105 -4%
TBA
794
Tower Bridge Advisors
Pennsylvania
$456K +$5.83K +35 +1%
GA
795
Geller Advisors
New York
$454K -$23.2K -139 -5%
PVI
796
Pine Valley Investments
New Jersey
$453K +$453K +2,597 New
SWM
797
Stockman Wealth Management
Montana
$448K -$16.5K -99 -4%
FA
798
Faithward Advisors
Pennsylvania
$446K +$70.5K +391 +19%
CAG
799
Csenge Advisory Group
Florida
$444K -$6.49K -39 -1%
GCM
800
Gladius Capital Management
Illinois
$440K +$26.7K +160 +6%