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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
VIP
801
Vista Investment Partners
Oklahoma
$742K
NAMNJ
802
NorthStar Asset Management (New Jersey)
New Jersey
$742K +$129K +627 +21%
CCIA
803
Campbell & Co Investment Adviser
Maryland
$730K +$730K +3,545 New
CFB
804
Cullen/Frost Bankers
Texas
$728K -$11.9K -58 -2%
NCM
805
Noesis Capital Mangement
Florida
$721K
T
806
TrueFG
Texas
$721K
CJFS
807
Coulter & Justus Financial Services
Tennessee
$721K +$721K +3,500 New
FAIM
808
Financial Advocates Investment Management
Washington
$717K +$50.5K +245 +8%
BIG
809
Brooklyn Investment Group
New York
$713K +$43K +211 +6%
MAM
810
MMA Asset Management
Pennsylvania
$712K +$712K +3,495 New
GL
811
Graypoint LLC
New York
$708K +$7.21K +35 +1%
PA
812
Procyon Advisors
Connecticut
$708K -$121K -588 -15%
SB
813
Strategic Blueprint
Georgia
$703K +$11.1K +54 +2%
SC
814
SRB Corp
Massachusetts
$701K +$701K +3,401 New
AF
815
Allworth Financial
California
$690K +$454K +2,202 +192%
HH
816
Hilltop Holdings
Texas
$690K
Empower Advisory Group
817
Empower Advisory Group
Colorado
$679K +$2.47K +12 +0.4%
BWM
818
Buckley Wealth Management
Nevada
$674K -$19.8K -96 -3%
AC
819
Abbrea Capital
California
$671K
RB
820
Rodgers Brothers
Pennsylvania
$669K
KBFS
821
Kohmann Bosshard Financial Services
Ohio
$668K
SAM
822
Smartleaf Asset Management
Massachusetts
$667K +$174K +844 +35%
CAMG
823
CWA Asset Management Group
Florida
$664K -$39.3K -191 -6%
DSC
824
Duncker Streett & Co
Missouri
$659K
LIM
825
Leavell Investment Management
Alabama
$654K +$3.5K +17 +0.5%