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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PCP
801
Proficio Capital Partners
Massachusetts
$545K +$18.3K +96 +3%
KA
802
Kearns & Associates
California
$544K
MS
803
Maven Securities
Jersey
$544K +$544K +2,860 New
EHWM
804
Eads & Heald Wealth Management
Georgia
$539K -$13.3K -70 -2%
NP
805
NorthRock Partners
Minnesota
$537K +$59.9K +315 +13%
WANY
806
Wealthspire Advisors (New York)
New York
$535K +$307K +1,613 +134%
RCM
807
Requisite Capital Management
Texas
$535K +$535K +2,809 New
CAG
808
Csenge Advisory Group
Florida
$534K +$28.7K +151 +6%
CWM
809
Connecticut Wealth Management
Connecticut
$525K +$525K +2,759 New
XSC
810
X-Square Capital
Puerto Rico
$524K
FFS
811
Founders Financial Securities
Maryland
$521K +$1.33K +7 +0.3%
PWMG
812
Prestige Wealth Management Group
New Jersey
$512K +$248K +1,302 +94%
LNC
813
Lincoln National Corp
Pennsylvania
$511K -$1.44M -7,547 -74%
CAMG
814
CWA Asset Management Group
Florida
$505K +$67.2K +353 +15%
JHP
815
James Hambro & Partners
United Kingdom
$503K -$45.7K -240 -8%
TC
816
TownSquare Capital
Utah
$503K +$151K +796 +43%
CAI
817
Capital Advisors Inc
Oklahoma
$499K -$381 -2 -0.1%
BPC
818
Banque Pictet & Cie
Switzerland
$499K -$422K -2,215 -46%
BRM
819
Boston Research & Management
Massachusetts
$498K
RIM
820
Reliant Investment Management
Tennessee
$496K
RW
821
REDW Wealth
New Mexico
$495K
IWM
822
IHT Wealth Management
Illinois
$494K +$78.8K +414 +19%
DA
823
Drake & Associates
Wisconsin
$492K +$57.3K +301 +13%
FIA
824
Foundations Investment Advisors
Arizona
$491K +$16.4K +86 +3%
CW
825
Connectus Wealth
Ohio
$490K -$15.6K -82 -3%