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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 %
BONST
851
Bank of Nova Scotia Trust
Ontario, Canada
$358K -$16.2K -97 -4%
AMR
852
Asset Management Resources
Massachusetts
$357K +$27.5K +165 +8%
MPI
853
Mairs & Power Inc
Minnesota
$356K +$109K +656 +44%
WEG
854
World Equity Group
Illinois
$356K +$356K +34,788 New
WS
855
Wedbush Securities
California
$354K +$46.9K +282 +15%
CWM
856
Congress Wealth Management
Massachusetts
$354K +$28.5K +171 +9%
LOAMS
857
Lombard Odier Asset Management (Switzerland)
Switzerland
$350K -$65K -390 -16%
CWC
858
Carolinas Wealth Consulting
North Carolina
$349K -$4.17K -25 -1%
CAMG
859
CWA Asset Management Group
Florida
$349K +$349K +2,094 New
MSFS
860
Main Street Financial Solutions
Pennsylvania
$345K +$16.4K +98 +5%
GC
861
Gilbert & Cook
Iowa
$344K -$18.7K -112 -5%
SCP
862
Sender Company & Partners
New York
$344K +$344K +2,067 New
VCM
863
Virtue Capital Management
Tennessee
$344K +$88.3K +501 +35%
ECM
864
EagleClaw Capital Management
Massachusetts
$344K -$83.3K -500 -20%
TFA
865
Transamerica Financial Advisors
Florida
$343K +$28.9K +173 +9%
SWP
866
Stratos Wealth Partners
Ohio
$342K -$132K -792 -28%
SWM
867
SeaCrest Wealth Management
New York
$339K +$16.3K +98 +5%
CCWM
868
Cassaday & Co Wealth Management
Virginia
$339K
MC
869
Moors & Cabot
Massachusetts
$338K -$239K -1,436 -41%
CIC
870
Chilton Investment Company
Connecticut
$334K
SCI
871
S&CO Inc
Massachusetts
$333K
IWC
872
Integrated Wealth Concepts
Massachusetts
$332K +$26.2K +157 +9%
CBFP
873
Cedar Brook Financial Partners
Ohio
$331K +$17.2K +103 +5%
RBC
874
Roble Belko & Company
Pennsylvania
$331K -$182K -1,090 -35%
AIA
875
Alera Investment Advisors
Illinois
$330K -$10.7K -64 -3%