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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WFPG
801
Waller Financial Planning Group
Ohio
$598K +$2.08K +11 +0.3%
LIM
802
Leavell Investment Management
Alabama
$598K
BFA
803
Bill Few Associates
Pennsylvania
$597K
DWM
804
Defined Wealth Management
Oregon
$591K +$947 +5 +0.2%
BBA
805
Baader Bank Aktiengesellschaft
Germany
$590K +$10.6K +56 +2%
TWP
806
Tyche Wealth Partners
Texas
$589K +$589K +3,110 New
WPW
807
Waldron Private Wealth
Pennsylvania
$588K -$25K -132 -4%
SMA
808
Sage Mountain Advisors
Georgia
$588K +$100K +529 +21%
IWC
809
Integrated Wealth Concepts
Massachusetts
$585K -$19.9K -105 -3%
SCTC
810
Sanibel Captiva Trust Company
Florida
$580K +$580K +3,062 New
DFG
811
Delta Financial Group
New Jersey
$580K
PWMG
812
Prestige Wealth Management Group
New Jersey
$578K +$68.4K +361 +13%
WANY
813
Wealthspire Advisors (New York)
New York
$574K +$40.5K +214 +8%
NSAM
814
North Star Asset Management
Wisconsin
$571K
SPIS
815
Steward Partners Investment Solutions
Oregon
$568K +$568K +2,999 New
GIA
816
Gladstone Institutional Advisory
Florida
$566K -$58.2K -307 -9%
QCM
817
Qsemble Capital Management
New York
$566K -$4.25M -22,412 -88%
AWA
818
Archvest Wealth Advisors
California
$566K
NAMNJ
819
NorthStar Asset Management (New Jersey)
New Jersey
$563K +$563K +2,973 New
CIC
820
Chilton Investment Company
Connecticut
$563K
9WM
821
9258 Wealth Management
Ohio
$562K -$13.3K -70 -2%
PO
822
Private Ocean
California
$560K +$560K +2,956 New
LFAS
823
Level Four Advisory Services
Texas
$556K -$26.3K -139 -5%
FFS
824
Founders Financial Securities
Maryland
$552K +$34.1K +180 +7%
PPWP
825
Premier Path Wealth Partners
New Jersey
$551K +$551K +2,907 New