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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 %
AMR
901
Asset Management Resources
Massachusetts
$406K
PMSA
902
Patrick M. Sweeney & Associates
Illinois
$405K +$405K +2,138 New
PCM
903
Parsons Capital Management
Rhode Island
$404K
IDBONY
904
Israel Discount Bank of New York
New York
$400K +$6.06K +32 +2%
DOA
905
D'Orazio & Associates
Virginia
$398K -$11K -58 -3%
RMCM
906
Reynders McVeigh Capital Management
Massachusetts
$398K -$37.9K -200 -9%
SHWM
907
Smith & Howard Wealth Management
Georgia
$398K
CAM
908
Congress Asset Management
Massachusetts
$395K
AC
909
Allstate Corporation
Illinois
$394K -$28K -148 -7%
T
910
TOBAM
France
$390K -$61.2K -323 -14%
CCWM
911
Cassaday & Co Wealth Management
Virginia
$389K -$379 -2 -0.1%
FA
912
Faithward Advisors
Pennsylvania
$389K -$7.31K -38 -2%
GI
913
GLOBALT Investments
Georgia
$387K +$387K +2,040 New
TIMH
914
Tilt Investment Management Holdings
New York
$386K +$386K +2,037 New
CWC
915
Carolinas Wealth Consulting
North Carolina
$386K
MWM
916
Mosley Wealth Management
California
$386K +$386K +2,035 New
NAS
917
Nicolet Advisory Services
Wisconsin
$385K -$41.6K -218 -10%
MC
918
Moors & Cabot
Massachusetts
$385K -$2.09K -11 -0.5%
BCM
919
Brookstone Capital Management
Illinois
$384K -$8.34K -44 -2%
YIH
920
Y-Intercept (HK)
Hong Kong
$382K -$2.6M -13,748 -87%
VCP
921
Verus Capital Partners
Arizona
$379K +$75.2K +397 +25%
SWM
922
SeaCrest Wealth Management
New York
$379K -$4.58K -24 -1%
SCI
923
S&CO Inc
Massachusetts
$378K
WS
924
Wedbush Securities
California
$378K +$4.36K +23 +1%
MSFS
925
Main Street Financial Solutions
Pennsylvania
$378K -$9.47K -50 -2%