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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NB
801
NBT Bank
New York
$201K +$201K +1,649 New
SGI
802
Summit Global Investments
Utah
$201K +$201K +1,650 New
NEPPG
803
New England Professional Planning Group
Rhode Island
$200K +$200K +1,449 New
CA
804
Cetera Advisors
Colorado
$200K +$200K +1,638 New
M
805
Mirova
France
$199K +$32.2K +265 +19%
KFP
806
KB Financial Partners
New Jersey
$190K +$190K +1,561 New
RIM
807
Rockbridge Investment Management
New York
$187K
MCM
808
Manchester Capital Management
Vermont
$183K +$1.71K +14 +0.9%
APWM
809
Atlas Private Wealth Management
New York
$179K +$93.5K +767 +109%
GWM
810
Geneos Wealth Management
Colorado
$177K +$5.96K +44 +3%
CFA
811
Carroll Financial Associates
North Carolina
$175K -$59.3K -489 -25%
HWMA
812
Heritage Wealth Management (Arizona)
Arizona
$172K +$172K +1,414 New
BCA
813
Berman Capital Advisors
Georgia
$167K +$39.2K +324 +31%
FMII
814
Farmers & Merchants Investments Inc
Nebraska
$156K
PCM
815
Penserra Capital Management
California
$155K +$24.9K +206 +19%
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$143K -$1.95K -16 -1%
PCG
817
Private Capital Group
Connecticut
$139K -$171K -1,404 -55%
HI
818
Harbour Investments
Wisconsin
$137K +$137K +1,125 New
SBSB
819
Sullivan, Bruyette, Speros & Blaney
Virginia
$135K -$13.3K -109 -9%
HIA
820
Harbor Investment Advisory
Maryland
$131K
GC
821
Garde Capital
Washington
$130K
CWP
822
Concord Wealth Partners
Virginia
$127K +$126K +1,038 +14,829%
EP
823
Eudaimonia Partners
Tennessee
$125K +$3.05K +25 +3%
SSB
824
Sandy Spring Bank
Maryland
$120K -$29.2K -239 -20%
DWA
825
Dougherty Wealth Advisers
Minnesota
$120K