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Marsh & McLennan

1,161 hedge funds and large institutions have $77B invested in Marsh & McLennan in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 358 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+94
Holders Change %
+8.81%
% of All Funds
17.93%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
176
Increased
435
Reduced
358
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
826
Aaron Wealth Advisors
Illinois
$351K +$32.4K +187 +10%
S
827
Surevest
California
$350K
CWM
828
Congress Wealth Management
Massachusetts
$350K +$350K +2,015 New
AHB
829
Abner Herrman & Brock
New Jersey
$349K -$6.09K -35 -2%
CIC
830
Chilton Investment Company
Connecticut
$349K
HAIM
831
Hunter Associates Investment Management
Pennsylvania
$348K
D.E. Shaw & Co
832
D.E. Shaw & Co
New York
$348K +$348K +2,000 New
SCI
833
S&CO Inc
Massachusetts
$347K
WP
834
WealthSource Partners
California
$346K -$54K -311 -13%
FA
835
Faithward Advisors
Pennsylvania
$346K +$869 +5 +0.3%
DI
836
DFPG Investments
Utah
$346K +$346K +2,190 New
EI
837
Ellevest Inc
New York
$342K +$30.6K +176 +10%
KCM
838
Kathmere Capital Management
Pennsylvania
$341K -$78.1K -449 -19%
APWM
839
Atlas Private Wealth Management
New York
$341K -$1.92K -11 -0.6%
CA
840
Cetera Advisors
Colorado
$340K -$75.3K -433 -18%
FAM
841
Fulcrum Asset Management
United Kingdom
$340K -$340K
DBT
842
Dubuque Bank & Trust
Iowa
$340K +$9.73K +56 +3%
RP
843
Riverwater Partners
Wisconsin
$340K +$340K +1,956 New
MPPW
844
Mitchell & Pahl Private Wealth
Oklahoma
$339K
SIC
845
Samalin Investment Counsel
New York
$338K +$13.2K +76 +4%
CBFP
846
Cedar Brook Financial Partners
Ohio
$336K +$90.6K +521 +37%
PLFAM
847
Pineno Levin & Ford Asset Management
Virginia
$335K
UB
848
UMB Bank
Missouri
$334K +$334K +1,920 New
SI
849
Stephens Inc
Arkansas
$332K -$39K -224 -11%
WSTAM
850
Wilbanks Smith & Thomas Asset Management
Virginia
$330K -$17.4K -100 -5%