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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
826
Aberdeen Wealth Management
Illinois
$406K
WKWM
827
Walter & Keenan Wealth Management
Indiana
$405K +$1.83K +11 +0.5%
MWM
828
Meritas Wealth Management
California
$403K -$999 -6 -0.2%
SMA
829
Sage Mountain Advisors
Georgia
$402K +$163K +980 +68%
T
830
TOBAM
France
$396K -$34.1K -205 -8%
RMCM
831
Reynders McVeigh Capital Management
Massachusetts
$396K -$16.7K -100 -4%
FIM
832
Freedom Investment Management
Connecticut
$394K +$31.6K +190 +9%
PIA
833
Powell Investment Advisors
Florida
$393K
OCBCO
834
Oversea-Chinese Banking Corp (OCBC)
Singapore
$392K -$38K -228 -9%
ICG
835
InterOcean Capital Group
Tennessee
$386K
Fisher Asset Management
836
Fisher Asset Management
Washington
$386K +$386K +2,318 New
DA
837
Drake & Associates
Wisconsin
$384K +$13.2K +79 +4%
AWA
838
Aaron Wealth Advisors
Illinois
$383K +$77.4K +465 +25%
BONH
839
Bank of New Hampshire
New Hampshire
$382K -$97.8K -587 -20%
TWA
840
Talisman Wealth Advisors
New Jersey
$381K +$80K +481 +27%
BWM
841
BerganKDV Wealth Management
Minnesota
$376K +$8.49K +51 +2%
KCM
842
Kathmere Capital Management
Pennsylvania
$375K -$186K -1,118 -33%
FAIM
843
Financial Advocates Investment Management
Washington
$374K +$58.8K +353 +19%
CWM
844
Cahaba Wealth Management
Georgia
$374K -$13.3K -80 -3%
AC
845
Allstate Corporation
Illinois
$371K -$2.62M -15,703 -88%
LJHT
846
Laurie J. Hall Trustee
$368K -$30K -180 -8%
SC
847
SRB Corp
Massachusetts
$366K -$88.8K -533 -20%
DAS
848
Dynamic Advisor Solutions
Arizona
$365K +$35.5K +213 +11%
SHWM
849
Smith & Howard Wealth Management
Georgia
$365K
IC
850
Inscription Capital
Texas
$359K