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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WSFS
851
Wilmington Savings Fund Society
Delaware
$601K +$601K +2,917 New
XSC
852
X-Square Capital
Puerto Rico
$599K +$24.9K +121 +4%
LWAM
853
Legacy Wealth Asset Management
Minnesota
$594K +$4.53K +22 +0.8%
SG
854
Strid Group
Pennsylvania
$592K
KA
855
Kearns & Associates
California
$589K
AC
856
Avestar Capital
New York
$586K +$93.1K +452 +19%
SIM
857
Sentry Investment Management
Wisconsin
$584K
OCBCO
858
Oversea-Chinese Banking Corp (OCBC)
Singapore
$584K -$917K -4,452 -61%
WANY
859
Wealthspire Advisors (New York)
New York
$580K -$43.3K -210 -7%
SWM
860
Sterling Wealth Management
Illinois
$579K
RCM
861
Requisite Capital Management
Texas
$579K
MA
862
Montag & Associates
Georgia
$577K
FIA
863
Foundations Investment Advisors
Arizona
$576K +$1.44K +7 +0.3%
MWM
864
Meritas Wealth Management
California
$571K
FFA
865
Florida Financial Advisors
Florida
$568K -$11.1K -54 -2%
TCOT
866
Trust Company of Toledo
Ohio
$567K +$105K +508 +23%
JSW
867
Journey Strategic Wealth
New Jersey
$566K +$119K +578 +27%
PPWP
868
Premier Path Wealth Partners
New Jersey
$558K -$40.6K -197 -7%
SL
869
Sonnipe Ltd
Isle Of Man
$557K
FF
870
Fluent Financial
Texas
$557K +$4.33K +21 +0.8%
MCM
871
McRae Capital Management
New Jersey
$557K +$557K +2,703 New
LFAS
872
Level Four Advisory Services
Texas
$556K
MPWT
873
MassMutual Private Wealth & Trust
Connecticut
$545K +$173K +840 +46%
RW
874
REDW Wealth
New Mexico
$543K
EHWM
875
Eads & Heald Wealth Management
Georgia
$540K -$42.2K -205 -7%