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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 %
T
851
TOBAM
France
$453K
MA
852
Mutual Advisors
Nebraska
$452K -$22.6K -119 -5%
PIA
853
Powell Investment Advisors
Florida
$449K
AWA
854
Aaron Wealth Advisors
Illinois
$448K -$27.2K -143 -6%
PPC
855
Park Place Capital
Alabama
$448K -$46.6K -245 -9%
SPC
856
Sigma Planning Corp
Michigan
$439K +$19.6K +103 +5%
GA
857
Geller Advisors
New York
$439K -$19.8K -104 -4%
FMLI
858
Fukoku Mutual Life Insurance
Japan
$439K -$43K -226 -9%
RMCM
859
Reynders McVeigh Capital Management
Massachusetts
$438K -$5.52K -29 -1%
TWA
860
Talisman Wealth Advisors
New Jersey
$435K -$1.33K -7 -0.3%
BONH
861
Bank of New Hampshire
New Hampshire
$430K
NAS
862
Nicolet Advisory Services
Wisconsin
$427K +$130K +681 +44%
DAS
863
Dynamic Advisor Solutions
Arizona
$427K -$2.66K -14 -0.6%
BIP
864
Blueprint Investment Partners
North Carolina
$425K -$12.4K -65 -3%
AC
865
Allstate Corporation
Illinois
$424K
CIA
866
Choate Investment Advisors
Massachusetts
$422K +$81.1K +426 +24%
PP
867
PDS Planning
Ohio
$421K +$10.8K +57 +3%
MPI
868
Mairs & Power Inc
Minnesota
$413K
FA
869
Faithward Advisors
Pennsylvania
$412K -$13K -65 -3%
DOA
870
D'Orazio & Associates
Virginia
$411K +$139K +733 +51%
AMR
871
Asset Management Resources
Massachusetts
$407K
PCM
872
Parsons Capital Management
Rhode Island
$406K +$61.5K +323 +18%
GC
873
Gilbert & Cook
Iowa
$403K -$209K -1,099 -34%
IA
874
IFP Advisors
Florida
$403K +$49.9K +262 +14%
FAIM
875
Financial Advocates Investment Management
Washington
$402K -$58.8K -309 -13%