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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
TW
776
TrinityPoint Wealth
Connecticut
$798K -$7.41K -36 -0.9%
PCIA
777
Prime Capital Investment Advisors
Kansas
$793K +$29.5K +143 +4%
CAG
778
Csenge Advisory Group
Florida
$785K +$27.2K +132 +4%
QWM
779
Quadcap Wealth Management
Texas
$781K -$64.5K -313 -8%
V
780
VeraBank
Texas
$781K -$1.24K -6 -0.2%
GIA
781
Gateway Investment Advisers
Ohio
$780K -$39.1K -190 -5%
WBC
782
Westpac Banking Corp
Australia
$778K +$1.44K +7 +0.2%
MGIA
783
Matthew Goff Investment Advisor
Texas
$772K -$29.2K -142 -4%
TSS
784
Two Sigma Securities
New York
$772K +$772K +3,749 New
LWCFA
785
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$768K -$126K -628 -14%
ML
786
McAdam LLC
Pennsylvania
$768K -$3.3K -16 -0.4%
WJWM
787
Williams Jones Wealth Management
New York
$767K
NBT
788
Northwest Bank & Trust
Iowa
$761K -$2.79K -14 -0.4%
Capstone Investment Advisors
789
Capstone Investment Advisors
New York
$760K +$760K +3,689 New
IFU
790
iSAM Funds (UK)
United Kingdom
$760K +$760K +3,689 New
LI
791
Louisbourg Investments
New Brunswick, Canada
$759K -$2.01K -13 -0.3%
HCM
792
Hutchinson Capital Management
California
$757K +$1.24K +6 +0.2%
IWC
793
Integrated Wealth Concepts
Massachusetts
$757K +$121K +589 +19%
SRWM
794
Shira Ridge Wealth Management
California
$756K
BEI
795
Benjamin Edwards Inc
Missouri
$755K +$346K +1,681 +85%
OAM
796
Ostrum Asset Management
France
$753K +$292K +1,417 +63%
CFGS
797
Concourse Financial Group Securities
Alabama
$753K +$178K +865 +31%
CI
798
Conning Inc
Connecticut
$749K -$18.5K -90 -2%
AFP
799
Ausdal Financial Partners
Iowa
$747K -$9.06K -44 -1%
EI
800
Ellevest Inc
New York
$746K -$34.2K -166 -4%