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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
BCM
876
Brookstone Capital Management
Illinois
$329K +$2.27K +13 +0.7%
WCM
877
Wallace Capital Management
Texas
$326K
STA
878
Summit Trail Advisors
New York
$326K +$109K +655 +50%
KCM
879
Kanawha Capital Management
Virginia
$326K
GFL
880
Granite FO LLC
New Hampshire
$324K +$324K +1,800 New
BIP
881
Blueprint Investment Partners
North Carolina
$324K -$372K -2,234 -53%
JAG
882
Journey Advisory Group
Kentucky
$322K +$20K +120 +7%
AF
883
Advisornet Financial
Minnesota
$322K -$88.4K -531 -22%
WCWM
884
Willow Creek Wealth Management
California
$322K
CFG
885
CKW Financial Group
Hawaii
$319K +$499 +3 +0.2%
PP
886
PDS Planning
Ohio
$319K +$87.9K +528 +38%
WCA
887
Westover Capital Advisors
Delaware
$316K
APW
888
Acima Private Wealth
Virginia
$313K
CP
889
Covenant Partners
Tennessee
$310K +$85.1K +511 +38%
SWA
890
SOA Wealth Advisors
New York
$310K +$167 +1 +0.1%
FCAG
891
First Capital Advisors Group
New Jersey
$309K -$5.66K -34 -2%
AHB
892
Abner Herrman & Brock
New Jersey
$308K -$2.16K -13 -0.7%
DOA
893
D'Orazio & Associates
Virginia
$308K -$60.1K -361 -16%
MPPW
894
Mitchell & Pahl Private Wealth
Oklahoma
$307K
TL
895
Tradewinds LLC
North Carolina
$307K +$307K +1,841 New
TA
896
TFB Advisors
Kansas
$305K +$2.83K +17 +0.9%
KC
897
Kinloch Capital
Virginia
$304K -$8.66K -52 -3%
CRI
898
Colonial River Investments
Virginia
$302K +$13.2K +79 +5%
PCM
899
Parsons Capital Management
Rhode Island
$301K
TTWM
900
TCV Trust & Wealth Management
Virginia
$299K +$57.6K +346 +24%