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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 %
LFA
901
Legacy Financial Advisors
Kentucky
$367K +$24.2K +127 +7%
CFG
902
CKW Financial Group
Hawaii
$366K -$500K -2,627 -58%
JAG
903
Journey Advisory Group
Kentucky
$365K
MA
904
MCF Advisors
Kentucky
$360K +$37.9K +199 +12%
VCM
905
Virtue Capital Management
Tennessee
$358K
APW
906
Acima Private Wealth
Virginia
$358K
AHB
907
Abner Herrman & Brock
New Jersey
$356K
LJHT
908
Laurie J. Hall Trustee
$355K -$66.8K -350 -16%
FCBT
909
First Citizens Bank & Trust
North Carolina
$353K +$73.8K +388 +26%
EP
910
Edgestream Partners
New Jersey
$353K +$353K +1,855 New
BEI
911
Benjamin Edwards Inc
Missouri
$350K +$21.9K +115 +7%
SWA
912
SOA Wealth Advisors
New York
$348K -$2.09K -11 -0.6%
TFA
913
Transamerica Financial Advisors
Florida
$347K -$45.4K -238 -12%
CT
914
Cambridge Trust
Massachusetts
$346K +$6.66K +35 +2%
EL
915
EWA LLC
Pennsylvania
$345K +$28K +140 +9%
HI
916
Humankind Investments
New York
$343K -$19.4K -102 -5%
RFN
917
RDA Financial Network
Iowa
$343K +$19K +100 +6%
LGWM
918
Litman Gregory Wealth Management
California
$343K
CSWM
919
Cassady Schiller Wealth Management
Ohio
$342K +$6.28K +33 +2%
IAA
920
Independent Advisor Alliance
North Carolina
$341K +$190 +1 +0.1%
WCA
921
Westover Capital Advisors
Delaware
$341K -$20.9K -110 -6%
ACM
922
Advance Capital Management
Michigan
$339K +$339K +1,784 New
MWM
923
Modera Wealth Management
New Jersey
$339K +$21.7K +114 +7%
MG
924
Mather Group
Illinois
$339K +$28K +147 +9%
NHT
925
New Hampshire Trust
New Hampshire
$338K