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Marsh & McLennan

1,462 hedge funds and large institutions have $91.9B invested in Marsh & McLennan in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 586 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+28
Holders Change %
+1.95%
% of All Funds
21.27%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
586
Reduced
515
Closed
71
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
QWP
776
Quotient Wealth Partners
Texas
$848K +$380K +1,804 +81%
NAMNJ
777
NorthStar Asset Management (New Jersey)
New Jersey
$842K +$83.2K +395 +11%
SAM
778
Smartleaf Asset Management
Massachusetts
$841K +$156K +741 +23%
PCS
779
Personal CFO Solutions
New Jersey
$840K -$277K -1,314 -25%
NBT
780
Northwest Bank & Trust
Iowa
$832K +$27.6K +131 +3%
SWA
781
SFMG Wealth Advisors
Texas
$831K -$80.1K -380 -9%
BSW
782
Buckingham Strategic Wealth
Missouri
$827K -$27.4K -130 -3%
WCA
783
Waypoint Capital Advisors
Minnesota
$826K +$1.9K +9 +0.2%
LWCFA
784
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$824K -$10.3K -47 -1%
BEI
785
Benjamin Edwards Inc
Missouri
$822K +$49.7K +236 +6%
WPIC
786
White Pine Investment Company
Michigan
$822K +$822K +3,900 New
TW
787
TrinityPoint Wealth
Connecticut
$817K +$843 +4 +0.1%
JSW
788
Journey Strategic Wealth
New Jersey
$817K +$238K +1,130 +41%
PCIA
789
Prime Capital Investment Advisors
Kansas
$813K +$1.26K +6 +0.2%
FB
790
Fulton Bank
Pennsylvania
$809K -$72.1K -342 -8%
DWM
791
Dakota Wealth Management
Florida
$807K -$21.5K -102 -3%
TCBWMS
792
Texas Capital Bank Wealth Management Services
Texas
$802K -$38.6K -183 -5%
CGL
793
Clarius Group LLC
Washington
$800K -$19K -90 -2%
V
794
VeraBank
Texas
$795K -$3.16K -15 -0.4%
WBC
795
Westpac Banking Corp
Australia
$795K
QWM
796
Quadcap Wealth Management
Texas
$792K -$6.95K -33 -0.9%
ST
797
Sageworth Trust
Pennsylvania
$790K +$790K +3,750 New
WS
798
Wedbush Securities
California
$790K -$54.4K -258 -6%
MGIA
799
Matthew Goff Investment Advisor
Texas
$790K
Kovitz Investment Group Partners
800
Kovitz Investment Group Partners
Illinois
$788K +$449K +2,131 +133%