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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SRWM
776
Shira Ridge Wealth Management
California
$695K +$15K +79 +2%
AFP
777
Ausdal Financial Partners
Iowa
$695K +$3.98K +21 +0.6%
AWA
778
Amplius Wealth Advisors
Pennsylvania
$691K -$97.6K -515 -12%
VIP
779
Vista Investment Partners
Oklahoma
$682K +$682K +3,600 New
CFB
780
Cullen/Frost Bankers
Texas
$681K +$11K +58 +2%
EWM
781
Elmwood Wealth Management
California
$677K -$558K -2,946 -45%
NCM
782
Noesis Capital Mangement
Florida
$663K
T
783
TrueFG
Texas
$663K
A
784
AlphaQuest
New York
$658K +$658K +3,472 New
CAMG
785
CWA Asset Management Group
Florida
$647K +$145K +763 +29%
GL
786
Graypoint LLC
New York
$645K -$38.1K -201 -6%
STA
787
Summit Trail Advisors
New York
$640K -$89.6K -473 -12%
BWM
788
Buckley Wealth Management
Nevada
$638K -$5.12K -27 -0.8%
SB
789
Strategic Blueprint
Georgia
$636K +$50.8K +268 +9%
HH
790
Hilltop Holdings
Texas
$634K -$15.2K -80 -2%
Wolverine Trading
791
Wolverine Trading
Illinois
$629K +$629K +3,319 New
BIG
792
Brooklyn Investment Group
New York
$623K +$623K +3,288 New
Empower Advisory Group
793
Empower Advisory Group
Colorado
$622K -$189 -1 -0%
MSCM
794
McElhenny Sheffield Capital Management
Texas
$618K -$41.3K -218 -6%
AC
795
Abbrea Capital
California
$617K
RB
796
Rodgers Brothers
Pennsylvania
$616K
KBFS
797
Kohmann Bosshard Financial Services
Ohio
$615K
FAIM
798
Financial Advocates Investment Management
Washington
$613K +$213K +1,122 +53%
DSC
799
Duncker Streett & Co
Missouri
$606K
TWM
800
Thrive Wealth Management
Pennsylvania
$605K -$18.9K -100 -3%