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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 %
PMFA
826
Plante Moran Financial Advisors
Michigan
$119K -$2.2K -18 -2%
CCM
827
Covington Capital Management
California
$118K
BWM
828
BerganKDV Wealth Management
Minnesota
$115K
BFC
829
Bedel Financial Consulting
Indiana
$114K
PHK
830
Point72 Hong Kong
Hong Kong
$112K -$835K -6,861 -88%
MA
831
MUFG Americas
New York
$111K -$6.55K -54 -6%
KLWA
832
Kelly Lawrence W & Associates
California
$110K +$110K +900 New
HCP
833
Hexagon Capital Partners
Arkansas
$109K -$484 -4 -0.4%
Jones Financial Companies
834
Jones Financial Companies
Missouri
$105K -$33.4K -274 -24%
FP
835
Fiduciary Planning
Florida
$105K +$364 +3 +0.3%
KFS
836
Kelly Financial Services
Massachusetts
$99.3K
WB
837
Webster Bank
Connecticut
$97K
PA
838
Perennial Advisors
New York
$97K +$24.3K +200 +34%
PCM
839
Pinz Capital Management
New York
$97K +$97K +800 New
BCM
840
Bourgeon Capital Management
Connecticut
$93K +$93K +765 New
CFN
841
Cordasco Financial Network
Florida
$92K
VC
842
Vestor Capital
Illinois
$91K
PCH
843
PGIM Custom Harvest
New Jersey
$89K
AIM
844
Axiom Investment Management
New York
$89K +$89K +720 New
CTC
845
Central Trust Company
Missouri
$86K -$69.5K -565 -45%
TAIM
846
TD Ameritrade Investment Management
Nebraska
$86K
MAM
847
Magellan Asset Management
Australia
$85K
TFGT
848
TS Financial Group (TSFG)
Illinois
$84K
SNT
849
Security National Trust
West Virginia
$83K -$17.1K -140 -17%
MF
850
Manchester Financial
California
$81K