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Marsh & McLennan

1,161 hedge funds and large institutions have $77B invested in Marsh & McLennan in 2021 Q4 according to their latest regulatory filings, with 176 funds opening new positions, 435 increasing their positions, 358 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,161
Holders Change
+94
Holders Change %
+8.81%
% of All Funds
17.93%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.32%
New
176
Increased
435
Reduced
358
Closed
64
Calls
$202M
Puts
$127M
Net Calls
+$74.6M
Net Calls Change
+$80.6M
Name Holding Trade Value Shares
Change
Shares
Change %
BP
851
BBR Partners
New York
$330K -$2.95K -17 -0.9%
PCM
852
Parsons Capital Management
Rhode Island
$330K
CFG
853
CKW Financial Group
Hawaii
$330K
CWP
854
Curated Wealth Partners
California
$329K +$2.26K +13 +0.7%
CS
855
Comerica Securities
Michigan
$328K +$32.7K +188 +11%
APW
856
Acima Private Wealth
Virginia
$327K
AII
857
AGF Investments Inc
Ontario, Canada
$325K +$116K +670 +56%
LOAMS
858
Lombard Odier Asset Management (Switzerland)
Switzerland
$325K +$325K +1,871 New
PP
859
Palladium Partners
Virginia
$324K -$4.34K -25 -1%
KCM
860
Kanawha Capital Management
Virginia
$323K -$14.8K -85 -4%
SWM
861
SeaCrest Wealth Management
New York
$323K -$868 -5 -0.3%
DP
862
Dearborn Partners
Illinois
$323K +$323K +1,860 New
SWA
863
SOA Wealth Advisors
New York
$321K +$867 +5 +0.3%
AIA
864
Alera Investment Advisors
Illinois
$319K
EP
865
Edgestream Partners
New Jersey
$319K +$319K +1,837 New
SWM
866
Spire Wealth Management
Virginia
$317K +$77.4K +445 +32%
CCMG
867
Clark Capital Management Group
Pennsylvania
$316K +$36.7K +211 +13%
BCM
868
Brookstone Capital Management
Illinois
$314K +$21K +128 +7%
LGWM
869
Litman Gregory Wealth Management
California
$313K
RIM
870
Rockbridge Investment Management
New York
$312K +$44.3K +255 +17%
IAA
871
Independent Advisor Alliance
North Carolina
$311K +$521 +3 +0.2%
KIG
872
Kessler Investment Group
Indiana
$309K -$227K -1,304 -42%
YMRC
873
Yorktown Management & Research Company
Virginia
$309K -$54.8K -315 -15%
NB
874
NBT Bank
New York
$309K
CSWM
875
Cassady Schiller Wealth Management
Ohio
$309K +$309K +1,776 New