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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
ANTB
776
AMG National Trust Bank
Colorado
$610K -$2.85K -15 -0.5%
BRWA
777
B. Riley Wealth Advisors
Florida
$609K +$81.4K +428 +15%
DSC
778
Duncker Streett & Co
Missouri
$609K
IWC
779
Integrated Wealth Concepts
Massachusetts
$607K +$4K +21 +0.7%
LIM
780
Leavell Investment Management
Alabama
$601K +$1.52K +8 +0.3%
BFA
781
Bill Few Associates
Pennsylvania
$599K
WFPG
782
Waller Financial Planning Group
Ohio
$599K +$2.28K +12 +0.4%
SGI
783
Summit Global Investments
Utah
$595K -$35.8K -188 -6%
DWM
784
Defined Wealth Management
Oregon
$592K +$3.05K +16 +0.5%
RWP
785
RWA Wealth Partners
Massachusetts
$590K +$4.19K +22 +0.7%
SB
786
Strategic Blueprint
Georgia
$588K +$1.33K +7 +0.2%
LFAS
787
Level Four Advisory Services
Texas
$585K +$7.23K +38 +1%
BBA
788
Baader Bank Aktiengesellschaft
Germany
$585K +$585K +3,073 New
DFG
789
Delta Financial Group
New Jersey
$583K +$583K +3,062 New
GWS
790
Glassman Wealth Services
Virginia
$578K +$99.5K +523 +21%
9WM
791
9258 Wealth Management
Ohio
$578K
NSAM
792
North Star Asset Management
Wisconsin
$574K
AWA
793
Archvest Wealth Advisors
California
$568K -$59.9K -315 -10%
CIC
794
Chilton Investment Company
Connecticut
$565K +$189K +993 +50%
MA
795
Montag & Associates
Georgia
$557K
PIM
796
Penobscot Investment Management
Massachusetts
$554K +$554K +2,910 New
GCM
797
Gladius Capital Management
Illinois
$554K +$226K +1,188 +69%
SIM
798
Sentry Investment Management
Wisconsin
$546K -$124K -651 -18%
LWAM
799
Legacy Wealth Asset Management
Minnesota
$545K -$381 -2 -0.1%
SG
800
Strid Group
Pennsylvania
$545K