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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
JDR
851
Jay D. Rosenbaum
$499K +$499K +2,635 New
LCGC
852
Legacy Capital Group California
California
$496K +$13.8K +73 +3%
BRM
853
Boston Research & Management
Massachusetts
$496K
CAI
854
Capital Advisors Inc
Oklahoma
$495K -$1.9K -10 -0.4%
BRWA
855
B. Riley Wealth Advisors
Florida
$495K -$112K -591 -18%
RIM
856
Reliant Investment Management
Tennessee
$494K
LNB
857
Ledyard National Bank
$490K +$180K +949 +58%
CWM
858
C2C Wealth Management
Arizona
$487K
NFC
859
Northeast Financial Consultants
Connecticut
$485K
FFM
860
Forum Financial Management
Illinois
$483K +$7.77K +41 +2%
OCG
861
Opus Capital Group
Ohio
$481K -$5.87K -31 -1%
TBA
862
Tower Bridge Advisors
Pennsylvania
$479K -$1.14K -6 -0.2%
DAS
863
Dynamic Advisor Solutions
Arizona
$477K +$49.1K +257 +11%
SWM
864
Stockman Wealth Management
Montana
$476K -$1.52K -8 -0.3%
GWS
865
Glassman Wealth Services
Virginia
$474K -$102K -536 -18%
BA
866
Birinyi Associates
Connecticut
$474K +$474K +2,500 New
PFA
867
Pure Financial Advisors
California
$472K +$16.3K +86 +4%
ICG
868
InterOcean Capital Group
Tennessee
$465K +$10.6K +56 +2%
PVI
869
Pine Valley Investments
New Jersey
$465K -$15.9K -84 -3%
AIP
870
ARS Investment Partners
New York
$465K
SCM
871
SOL Capital Management
Maryland
$463K
AWM
872
Aberdeen Wealth Management
Illinois
$462K
WKWM
873
Walter & Keenan Wealth Management
Indiana
$461K
MM
874
MQS Management
New York
$457K +$457K +2,410 New
AC
875
Avestar Capital
New York
$454K +$74.5K +393 +20%