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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 %
PIM
901
Penobscot Investment Management
Massachusetts
$490K -$73.1K -355 -13%
WI
902
WBI Investments
New Jersey
$489K +$489K +2,372 New
SWM
903
Stockman Wealth Management
Montana
$488K -$28.6K -139 -6%
PIA
904
Powell Investment Advisors
Florida
$486K
PI
905
PFG Investments
New York
$484K +$484K +2,349 New
FA
906
Faithward Advisors
Pennsylvania
$483K +$66.3K +322 +16%
LNB
907
Ledyard National Bank
$481K -$51.5K -250 -10%
TBA
908
Tower Bridge Advisors
Pennsylvania
$480K -$41.2K -200 -8%
SPC
909
Sigma Planning Corp
Michigan
$479K +$479K +2,327 New
AP
910
Adero Partners
California
$479K +$213K +1,035 +80%
EAM
911
Empirical Asset Management
Massachusetts
$478K +$478K +2,320 New
FFA
912
Farther Finance Advisors
California
$477K +$178K +871 +59%
PCM
913
Penserra Capital Management
California
$476K -$444K -2,159 -48%
RBC
914
Roble Belko & Company
Pennsylvania
$475K
FMLI
915
Fukoku Mutual Life Insurance
Japan
$475K
MA
916
Mutual Advisors
Nebraska
$471K +$6.18K +30 +1%
GT
917
Glenview Trust
Kentucky
$471K +$10.5K +51 +2%
DA
918
Drake & Associates
Wisconsin
$470K +$7.21K +35 +2%
RMCM
919
Reynders McVeigh Capital Management
Massachusetts
$468K +$35K +170 +8%
GA
920
Geller Advisors
New York
$467K +$8.65K +42 +2%
TWA
921
Talisman Wealth Advisors
New Jersey
$467K -$3.91K -19 -0.8%
PVI
922
Pine Valley Investments
New Jersey
$466K -$39.6K -192 -8%
IA
923
IFP Advisors
Florida
$466K
TA
924
TFB Advisors
Kansas
$464K +$464K +2,323 New
OCG
925
Opus Capital Group
Ohio
$458K -$64.9K -315 -12%