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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
826
Sage Mountain Advisors
Georgia
$490K +$13.7K +72 +3%
OCG
827
Opus Capital Group
Ohio
$489K -$95.9K -504 -16%
NFC
828
Northeast Financial Consultants
Connecticut
$487K
CWM
829
C2C Wealth Management
Arizona
$486K
LCGC
830
Legacy Capital Group California
California
$484K -$5.9K -31 -1%
EFS
831
Essex Financial Services
Connecticut
$483K -$1.33K -7 -0.3%
PVI
832
Pine Valley Investments
New Jersey
$483K -$11.4K -60 -2%
TBA
833
Tower Bridge Advisors
Pennsylvania
$482K
ALAM
834
Asahi Life Asset Management
Japan
$480K +$480K +2,520 New
SWM
835
Stockman Wealth Management
Montana
$479K +$1.52K +8 +0.3%
FFM
836
Forum Financial Management
Illinois
$477K -$20K -105 -4%
DMBA
837
Deseret Mutual Benefit Administrators
Utah
$474K -$53.1K -279 -10%
AC
838
ASB Consultores
Florida
$467K -$255K -1,339 -35%
AIP
839
ARS Investment Partners
New York
$467K
SCM
840
SOL Capital Management
Maryland
$465K
AWM
841
Aberdeen Wealth Management
Illinois
$464K
FF
842
Fluent Financial
Texas
$463K +$463K +2,435 New
WKWM
843
Walter & Keenan Wealth Management
Indiana
$463K
NWMG
844
National Wealth Management Group
Ohio
$461K +$461K +2,422 New
MWM
845
Meritas Wealth Management
California
$461K
ATPW
846
Ashton Thomas Private Wealth
Arizona
$459K -$16K -84 -3%
PFA
847
Pure Financial Advisors
California
$458K +$458K +2,405 New
ICG
848
InterOcean Capital Group
Tennessee
$456K +$190 +1 +0%
CAC
849
Core Alternative Capital
Georgia
$456K +$384K +2,018 +535%
CCG
850
Cypress Capital Group
Florida
$454K