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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CW
801
Connectus Wealth
Ohio
$440K +$18.7K +112 +4%
RMDI
802
R.M. Davis Inc
Maine
$439K -$9.99K -60 -2%
CWM
803
C2C Wealth Management
Arizona
$439K
IDBONY
804
Israel Discount Bank of New York
New York
$439K -$5.5K -33 -1%
PCM
805
Penserra Capital Management
California
$436K -$3.05M -18,353 -87%
BRM
806
Boston Research & Management
Massachusetts
$436K -$2.83K -17 -0.6%
RIM
807
Reliant Investment Management
Tennessee
$435K
CAI
808
Capital Advisors Inc
Oklahoma
$433K +$333 +2 +0.1%
RW
809
REDW Wealth
New Mexico
$433K -$98.3K -590 -18%
PPC
810
Park Place Capital
Alabama
$433K +$89.9K +540 +26%
EFS
811
Essex Financial Services
Connecticut
$429K +$17.7K +106 +4%
JSW
812
Journey Strategic Wealth
New Jersey
$429K +$136K +819 +47%
NB
813
NBT Bank
New York
$424K +$41K +246 +11%
FFS
814
Founders Financial Securities
Maryland
$424K +$168K +1,011 +66%
GWS
815
Glassman Wealth Services
Virginia
$418K -$1.83K -11 -0.4%
LCGC
816
Legacy Capital Group California
California
$415K +$415K +2,490 New
FIA
817
Foundations Investment Advisors
Arizona
$413K +$4K +24 +1%
SPC
818
Sigma Planning Corp
Michigan
$411K +$26.8K +161 +7%
NFC
819
Northeast Financial Consultants
Connecticut
$410K -$16.7K -100 -4%
EGM
820
Engineers Gate Manager
New York
$409K -$1.45M -8,681 -78%
AIP
821
ARS Investment Partners
New York
$409K
EF
822
Empowered Funds
Pennsylvania
$409K +$142K +851 +53%
SCM
823
SOL Capital Management
Maryland
$407K
Wolverine Trading
824
Wolverine Trading
Illinois
$407K +$407K +2,467 New
ANTB
825
AMG National Trust Bank
Colorado
$407K -$2.67K -16 -0.7%