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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FIA
826
Foundations Investment Advisors
Arizona
$406K +$49.5K +299 +14%
AIP
827
ARS Investment Partners
New York
$406K
SCM
828
SOL Capital Management
Maryland
$405K
AWM
829
Aberdeen Wealth Management
Illinois
$403K
MWM
830
Meritas Wealth Management
California
$402K +$402K +2,427 New
WKWM
831
Walter & Keenan Wealth Management
Indiana
$400K
LJHT
832
Laurie J. Hall Trustee
$396K
WPW
833
Waldron Private Wealth
Pennsylvania
$394K
PIA
834
Powell Investment Advisors
Florida
$390K
CWM
835
Cahaba Wealth Management
Georgia
$385K -$662 -4 -0.2%
ICG
836
InterOcean Capital Group
Tennessee
$384K
SPC
837
Sigma Planning Corp
Michigan
$382K +$5.13K +31 +1%
NB
838
NBT Bank
New York
$381K -$95.2K -575 -20%
M
839
Mirova
France
$379K -$43.9K -265 -10%
PCM
840
Pointe Capital Management
Michigan
$375K
BONST
841
Bank of Nova Scotia Trust
Ontario, Canada
$372K -$14.9K -90 -4%
DA
842
Drake & Associates
Wisconsin
$369K +$54.4K +329 +17%
DOA
843
D'Orazio & Associates
Virginia
$365K +$19.4K +117 +6%
BWM
844
BerganKDV Wealth Management
Minnesota
$365K -$53.3K -322 -13%
SHWM
845
Smith & Howard Wealth Management
Georgia
$362K
PG
846
Pendal Group
Australia
$362K +$362K +2,188 New
UPC
847
Utah Peaks Capital
Utah
$362K +$362K +2,185 New
GC
848
Gilbert & Cook
Iowa
$361K
FIM
849
Freedom Investment Management
Connecticut
$360K -$40K -242 -10%
IC
850
Inscription Capital
Texas
$357K