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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 %
RFN
901
RDA Financial Network
Iowa
$287K +$10.4K +63 +4%
CRI
902
Colonial River Investments
Virginia
$287K +$16.1K +97 +6%
NL
903
NWAM LLC
Washington
$286K -$26.1K -158 -8%
PMFA
904
Plante Moran Financial Advisors
Michigan
$286K -$10.1K -61 -3%
CCP
905
Clarkston Capital Partners
Michigan
$285K
RWM
906
RKL Wealth Management
Pennsylvania
$285K
SWP
907
Strategic Wealth Partners
Ohio
$282K -$2.48K -15 -0.9%
JFL
908
Jarislowsky, Fraser Ltd
Quebec, Canada
$281K -$10.9K -66 -4%
MWA
909
Meridian Wealth Advisors
Texas
$278K -$57.3K -346 -17%
LFA
910
Legacy Financial Advisors
Kentucky
$278K +$35.7K +216 +15%
GCP
911
GSA Capital Partners
United Kingdom
$277K -$11.9K -72 -4%
SGWM
912
Sterling Group Wealth Management
California
$276K +$276K +1,666 New
CCG
913
Cypress Capital Group
Florida
$274K -$16.5K -100 -6%
NPF
914
Norris Perne & French
Michigan
$273K
OL
915
Optas LLC
Texas
$271K +$2.98K +18 +1%
MSFP
916
Mark Sheptoff Financial Planning
Connecticut
$266K
CFAM
917
Center For Asset Management
Florida
$266K +$266K +1,608 New
PHAM
918
Palisades Hudson Asset Management
Florida
$266K
EF
919
Empowered Funds
Pennsylvania
$265K +$265K +1,602 New
RMC
920
Resources Management Corp
Connecticut
$265K -$5.13K -31 -2%
LNB
921
Ledyard National Bank
$265K -$29.8K -180 -10%
MC
922
Machina Capital
France
$265K -$356K -2,151 -57%
BOTW
923
Bank of the West
California
$262K -$37.2K -225 -12%
LSA
924
Lion Street Advisors
Texas
$262K +$667 +4 +0.3%
CM
925
Capital Management
Virginia
$261K