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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
VFA
851
Valeo Financial Advisors
Indiana
$81K +$15.4K +127 +23%
TF
852
Tompkins Financial
New York
$79K -$75.1K -617 -49%
EI
853
Ellevest Inc
New York
$75K -$31.9K -263 -30%
First Manhattan
854
First Manhattan
New York
$65K
SOW
855
State of Wyoming
Wyoming
$65K +$65K +536 New
BWL
856
Bogart Wealth LLC
Virginia
$64K -$63.9K -524 -50%
PFBT
857
Parkside Financial Bank & Trust
Missouri
$63K +$2.32K +19 +4%
SFSIG
858
San Francisco Sentry Investment Group
California
$62K -$30.8K -250 -33%
CCA
859
Column Capital Advisors
Indiana
$62K
PCTC
860
Perkins Coie Trust Company
Washington
$62K
JCM
861
Jacobi Capital Management
Pennsylvania
$61K -$12.6K -103 -17%
KIG
862
Kessler Investment Group
Indiana
$61K -$2.09K -17 -3%
PAI
863
Pittenger & Anderson Inc
Nebraska
$61K
SC
864
Solstein Capital
California
$61K +$61K +503 New
ICM
865
Islay Capital Management
Texas
$55K
LC
866
Lindbrook Capital
California
$55K +$1.22K +10 +2%
JGIA
867
Jackson Grant Investment Advisers
Connecticut
$53K +$122 +1 +0.2%
NO
868
Ninety One
South Africa
$52K
FHC
869
First Horizon Corporation
Tennessee
$52K +$1.21K +10 +2%
GEA
870
Glen Eagle Advisors
New Jersey
$51.8K
AWM
871
Avior Wealth Management
Nebraska
$49K -$4.11K -34 -8%
RTC
872
Riverview Trust Company
Washington
$49K
GAM
873
Gemmer Asset Management
California
$49K
EIP
874
Ellis Investment Partners
Pennsylvania
$49K
VCM
875
Versant Capital Management
Arizona
$48K +$967 +8 +2%