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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
BOTPPF
851
Board of the Pension Protection Fund
United Kingdom
$743K +$743K +3,500 New
LFAS
852
Level Four Advisory Services
Texas
$743K +$23.2K +109 +3%
GCA
853
Genesee Capital Advisors
New York
$742K -$16.4K -77 -2%
BWM
854
Buckley Wealth Management
Nevada
$741K +$18.5K +87 +3%
Empower Advisory Group
855
Empower Advisory Group
Colorado
$741K +$32.3K +152 +5%
SG Americas Securities
856
SG Americas Securities
New York
$739K -$74.8M -352,192 -99%
BFM
857
Boothbay Fund Management
New York
$738K +$393K +1,852 +114%
SMA
858
Sage Mountain Advisors
Georgia
$735K -$44.4K -209 -6%
DAS
859
Diversify Advisory Services
Utah
$733K -$138K -659 -16%
RF
860
Rossby Financial
Florida
$724K +$724K +3,409 New
SA
861
SRN Advisors
Pennsylvania
$722K -$137K -647 -16%
PCIA
862
Prime Capital Investment Advisors
Kansas
$720K -$71.2K -335 -9%
WANY
863
Wealthspire Advisors (New York)
New York
$719K +$47.2K +222 +7%
LGF
864
LGT Group Foundation
Liechtenstein
$715K +$358K +1,686 +100%
CSPIA
865
Cary Street Partners Investment Advisory
Virginia
$714K -$6.08M -28,630 -89%
LS
866
Livforsakringsbolaget Skandia
Sweden
$708K -$21.2K -100 -3%
PCM
867
Polymer Capital Management
New York
$705K +$705K +3,320 New
CCG
868
Ceeto Capital Group
Florida
$701K +$63.7K +300 +10%
AFG
869
Atomi Financial Group
New York
$699K +$2.34K +11 +0.3%
RB
870
Rodgers Brothers
Pennsylvania
$690K
FFM
871
Forum Financial Management
Illinois
$689K +$121K +570 +21%
TCBWMS
872
Texas Capital Bank Wealth Management Services
Texas
$689K -$131K -619 -16%
KBFS
873
Kohmann Bosshard Financial Services
Ohio
$689K
PCP
874
Proficio Capital Partners
Massachusetts
$689K +$197K +928 +40%
NAS
875
Nicolet Advisory Services
Wisconsin
$689K +$76.1K +364 +12%