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Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
876
Arkadios Wealth Advisors
Georgia
$454K +$174K +916 +62%
SAM
877
Smartleaf Asset Management
Massachusetts
$448K +$448K +2,399 New
AWA
878
Aaron Wealth Advisors
Illinois
$447K +$758 +4 +0.2%
PIA
879
Powell Investment Advisors
Florida
$447K
EFS
880
Essex Financial Services
Connecticut
$446K -$35.4K -187 -7%
EA
881
Everpar Advisors
Oklahoma
$439K +$439K +2,319 New
RBC
882
Roble Belko & Company
Pennsylvania
$437K +$60.5K +319 +16%
FMLI
883
Fukoku Mutual Life Insurance
Japan
$437K
TWA
884
Talisman Wealth Advisors
New Jersey
$433K
CAC
885
Core Alternative Capital
Georgia
$432K -$21.6K -114 -5%
CW
886
Connectus Wealth
Ohio
$431K -$56.7K -299 -12%
BONH
887
Bank of New Hampshire
New Hampshire
$428K
IA
888
IFP Advisors
Florida
$428K +$27.3K +144 +7%
MA
889
Mutual Advisors
Nebraska
$427K -$22.7K -120 -5%
DA
890
Drake & Associates
Wisconsin
$426K -$64.8K -342 -13%
TCOT
891
Trust Company of Toledo
Ohio
$426K +$59.1K +312 +16%
OAM
892
Ostrum Asset Management
France
$424K -$218K -1,152 -34%
GT
893
Glenview Trust
Kentucky
$423K +$167K +879 +65%
GA
894
Geller Advisors
New York
$422K -$15.7K -83 -4%
PP
895
PDS Planning
Ohio
$415K -$3.79K -20 -0.9%
AAS
896
Ameritas Advisory Services
Nebraska
$413K +$181K +944 +78%
JSW
897
Journey Strategic Wealth
New Jersey
$411K +$117K +618 +40%
MPI
898
Mairs & Power Inc
Minnesota
$409K -$2.46K -13 -0.6%
GWA
899
Gratus Wealth Advisors
Virginia
$407K +$407K +2,149 New
PP
900
Paloma Partners
Connecticut
$406K +$406K +2,145 New