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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
876
First Foundation Advisors
California
$313K -$31.8K -192 -9%
FCAG
877
First Capital Advisors Group
New Jersey
$312K -$6.45K -39 -2%
TFA
878
Transamerica Financial Advisors
Florida
$312K -$7.46K -45 -2%
CBFP
879
Cedar Brook Financial Partners
Ohio
$312K -$20K -121 -6%
APW
880
Acima Private Wealth
Virginia
$311K
KC
881
Kinloch Capital
Virginia
$311K -$4.97K -30 -2%
AHB
882
Abner Herrman & Brock
New Jersey
$308K
CT
883
Cambridge Trust
Massachusetts
$308K +$2.98K +18 +1%
SWA
884
SOA Wealth Advisors
New York
$307K -$827 -5 -0.3%
WS
885
Wedbush Securities
California
$305K +$305K +1,846 New
MPPW
886
Mitchell & Pahl Private Wealth
Oklahoma
$305K
AWA
887
Aaron Wealth Advisors
Illinois
$303K -$127K -768 -30%
IWC
888
Integrated Wealth Concepts
Massachusetts
$303K +$2.97K +18 +1%
JAG
889
Journey Advisory Group
Kentucky
$300K -$48K -290 -14%
TWA
890
Talisman Wealth Advisors
New Jersey
$300K +$300K +1,810 New
TA
891
TFB Advisors
Kansas
$300K +$300K +1,812 New
PCM
892
Parsons Capital Management
Rhode Island
$299K -$1.99K -12 -0.7%
NHT
893
New Hampshire Trust
New Hampshire
$298K +$298K +1,803 New
LGWM
894
Litman Gregory Wealth Management
California
$298K
EP
895
Edgestream Partners
New Jersey
$297K +$297K +1,794 New
CSWM
896
Cassady Schiller Wealth Management
Ohio
$292K -$1.32K -8 -0.5%
JSW
897
Journey Strategic Wealth
New Jersey
$290K +$290K +1,754 New
AFP
898
Alpha Financial Partners
Kentucky
$289K +$289K +1,748 New
PI
899
Putnam Investments
Massachusetts
$289K -$34.1K -206 -11%
HIA
900
Harbor Investment Advisory
Maryland
$289K +$84.7K +512 +41%