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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
826
Amplius Wealth Advisors
Pennsylvania
$654K -$97.4K -473 -13%
WFPG
827
Waller Financial Planning Group
Ohio
$653K +$2.27K +11 +0.3%
WFA
828
WestHill Financial Advisors
California
$652K +$415K +2,013 +175%
TWM
829
Thrive Wealth Management
Pennsylvania
$650K -$7.62K -37 -1%
BFA
830
Bill Few Associates
Pennsylvania
$649K
ATPW
831
Ashton Thomas Private Wealth
Arizona
$642K +$59.7K +290 +10%
DWM
832
Defined Wealth Management
Oregon
$642K -$618 -3 -0.1%
WPW
833
Waldron Private Wealth
Pennsylvania
$640K +$206 +1 +0%
FFS
834
Founders Financial Securities
Maryland
$639K +$38.5K +187 +6%
MSCM
835
McElhenny Sheffield Capital Management
Texas
$633K -$38.7K -188 -6%
BBA
836
Baader Bank Aktiengesellschaft
Germany
$632K -$12.2K -59 -2%
DFG
837
Delta Financial Group
New Jersey
$631K
SCTC
838
Sanibel Captiva Trust Company
Florida
$631K
SPC
839
Spirepoint Private Client
Florida
$630K +$630K +3,058 New
SPIS
840
Steward Partners Investment Solutions
Oregon
$625K +$7.21K +35 +1%
CIC
841
Chilton Investment Company
Connecticut
$625K +$13K +63 +2%
NSAM
842
North Star Asset Management
Wisconsin
$624K +$2.88K +14 +0.5%
SMA
843
Sage Mountain Advisors
Georgia
$623K -$15.9K -77 -2%
SWP
844
Stratos Wealth Partners
Ohio
$621K -$165K -801 -21%
CCG
845
Ceeto Capital Group
Florida
$618K +$618K +3,000 New
9WM
846
9258 Wealth Management
Ohio
$612K +$412 +2 +0.1%
SFP
847
Sweet Financial Partners
Minnesota
$611K -$1.38M -6,680 -69%
BRWA
848
B. Riley Wealth Advisors
Florida
$609K +$112K +591 +23%
AWA
849
Archvest Wealth Advisors
California
$609K
PCP
850
Proficio Capital Partners
Massachusetts
$602K +$7.62K +37 +1%