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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SCM
876
Silvant Capital Management
Georgia
$44K
EFSCE
877
Enterprise Financial Services Corp (EFSC)
Missouri
$44K +$3.19K +26 +8%
EW
878
Evoke Wealth
California
$44K +$29K +240 +194%
FBT
879
First Bank & Trust
South Dakota
$42K -$10.2K -83 -20%
TFO
880
Tarbox Family Office
California
$42K -$1.57K -13 -4%
CG
881
Cutler Group
California
$42K +$42K +350 New
GI
882
Gradient Investments
Minnesota
$41K -$2.77K -23 -6%
MFA
883
McClarren Financial Advisors
Pennsylvania
$40K
PCIA
884
Prime Capital Investment Advisors
Kansas
$40K +$40K +331 New
DAC
885
Dividend Assets Capital
South Carolina
$37K
HWM
886
HighMark Wealth Management
Minnesota
$37K +$121 +1 +0.3%
SLF
887
Sun Life Financial
Ontario, Canada
$37K +$123 +1 +0.3%
TF
888
TimeScale Financial
Massachusetts
$37K +$243 +2 +0.7%
MLFP
889
MPS Loria Financial Planners
Illinois
$35K -$12.9K -107 -27%
GLLW
890
Graves Light Lenhart Wealth
Virginia
$35K
JFGIW
891
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K -$11.1K -91 -25%
EWA
892
Evolution Wealth Advisors
Florida
$32K
PFGIA
893
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$1.46K +12 +5%
IAIM
894
International Assets Investment Management
Florida
$29K
IRC
895
Investors Research Corp
Georgia
$28K
SL
896
Savior LLC
Massachusetts
$28K
NFSG
897
Newbridge Financial Services Group
Florida
$28K +$14.5K +118 +107%
PSB
898
Piscataqua Savings Bank
New Hampshire
$28K +$28K +229 New
EARNEST Partners
899
EARNEST Partners
Georgia
$27K
CAC
900
Certified Advisory Corp
Florida
$27K +$27K +220 New