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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
BRM
876
Boston Research & Management
Massachusetts
$539K
CAI
877
Capital Advisors Inc
Oklahoma
$538K
IWM
878
IHT Wealth Management
Illinois
$536K -$42K -204 -7%
AWM
879
AE Wealth Management
Kansas
$535K -$1.15M -5,584 -68%
AG
880
AlTi Global
New York
$535K +$179K +871 +51%
CWM
881
C2C Wealth Management
Arizona
$531K
LCGC
882
Legacy Capital Group California
California
$530K -$9.06K -44 -2%
FFM
883
Forum Financial Management
Illinois
$530K +$4.94K +24 +0.9%
DAS
884
Dynamic Advisor Solutions
Arizona
$530K +$15.2K +74 +3%
NFC
885
Northeast Financial Consultants
Connecticut
$527K
PFA
886
Pure Financial Advisors
California
$526K +$13K +63 +3%
PP
887
PDS Planning
Ohio
$523K +$71.7K +348 +16%
BCB
888
Brian C. Broderick
$515K +$515K +2,500 New
EFS
889
Essex Financial Services
Connecticut
$510K +$26K +126 +5%
ICG
890
InterOcean Capital Group
Tennessee
$506K +$412 +2 +0.1%
AIP
891
ARS Investment Partners
New York
$505K
SCM
892
SOL Capital Management
Maryland
$504K
AWM
893
Aberdeen Wealth Management
Illinois
$502K
WKWM
894
Walter & Keenan Wealth Management
Indiana
$501K
GIA
895
Gladstone Institutional Advisory
Florida
$501K -$115K -558 -19%
PAS
896
Point72 Asia (Singapore)
Singapore
$500K +$500K +2,428 New
KIG
897
Kessler Investment Group
Indiana
$500K +$182K +885 +57%
AWM
898
Avior Wealth Management
Nebraska
$499K +$471K +2,284 +1,655%
AWA
899
Arkadios Wealth Advisors
Georgia
$493K +$412 +2 +0.1%
GM
900
GeoWealth Management
Illinois
$493K +$177K +859 +56%