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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
PSP
876
Principal Street Partners
Tennessee
$402K +$402K +2,110 New
TL
877
Tradewinds LLC
North Carolina
$400K +$400K +2,103 New
SHWM
878
Smith & Howard Wealth Management
Georgia
$400K -$17.1K -90 -4%
CAM
879
Congress Asset Management
Massachusetts
$397K +$397K +2,087 New
BCM
880
Brookstone Capital Management
Illinois
$395K +$10.5K +55 +3%
IDBONY
881
Israel Discount Bank of New York
New York
$395K -$7.04K -37 -2%
CCIA
882
Campbell & Co Investment Adviser
Maryland
$395K +$395K +2,076 New
CCWM
883
Cassaday & Co Wealth Management
Virginia
$391K +$6.85K +36 +2%
MSFS
884
Main Street Financial Solutions
Pennsylvania
$389K -$3.05K -16 -0.8%
MC
885
Moors & Cabot
Massachusetts
$388K
CWC
886
Carolinas Wealth Consulting
North Carolina
$386K -$2.66K -14 -0.7%
SWM
887
SeaCrest Wealth Management
New York
$383K -$5.71K -30 -1%
AC
888
Avestar Capital
New York
$381K +$39.2K +206 +11%
SCI
889
S&CO Inc
Massachusetts
$380K
SWA
890
Stratos Wealth Advisors
Ohio
$380K -$159K -836 -30%
CP
891
Covenant Partners
Tennessee
$378K -$140K -737 -27%
RBC
892
Roble Belko & Company
Pennsylvania
$378K
CWM
893
Cahaba Wealth Management
Georgia
$377K +$190 +1 +0.1%
WS
894
Wedbush Securities
California
$375K -$9.71K -51 -3%
WCM
895
Wallace Capital Management
Texas
$373K
RMDI
896
R.M. Davis Inc
Maine
$372K +$1.14K +6 +0.3%
KCM
897
Kanawha Capital Management
Virginia
$372K -$4K -21 -1%
WCWM
898
Willow Creek Wealth Management
California
$369K
TCOT
899
Trust Company of Toledo
Ohio
$368K
Fisher Asset Management
900
Fisher Asset Management
Washington
$367K -$257K -1,352 -41%