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Marsh & McLennan

971 hedge funds and large institutions have $54.6B invested in Marsh & McLennan in 2021 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 368 increasing their positions, 338 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
971
Holders Change
+2
Holders Change %
+0.21%
% of All Funds
17.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.23%
New
96
Increased
368
Reduced
338
Closed
87
Calls
$39.7M
Puts
$41.5M
Net Calls
-$1.8M
Net Calls Change
-$7.9M
Name Holding Trade Value Shares
Change
Shares
Change %
MHR
926
Matthew Hamilton Rosenberg
$13K
CIA
927
CSat Investment Advisory
Michigan
$13K +$2.45K +20 +23%
AWA
928
Arkadios Wealth Advisors
Georgia
$13K +$3.46K +29 +36%
SCA
929
Stuart Chaussee & Associates
California
$12K
DWMG
930
DB Wealth Management Group
California
$12K
JFA
931
JNBA Financial Advisors
Minnesota
$12K +$6.48K +54 +117%
CAL
932
Capital Analysts LLC
Pennsylvania
$12K +$12K +100 New
FI
933
FormulaFolio Investments
Michigan
$11K -$244K -1,772 -96%
TIM
934
Tortoise Investment Management
New York
$11K
AP
935
Atwood & Palmer
Missouri
$9K
GG
936
Gleason Group
Kentucky
$9K +$125 +1 +1%
JWM
937
Janiczek Wealth Management
Colorado
$9K +$5.16K +43 +134%
LF
938
Lee Financial
Texas
$8K
ADL
939
Asset Dedication LLC
California
$8K
TJHA
940
Thomas J. Herzfeld Advisors
Florida
$8K
SGAM
941
Smith Group Asset Management
Texas
$8K +$727 +6 +10%
SIC
942
Salem Investment Counselors
North Carolina
$7K
RA
943
Resolute Advisors
California
$7K +$7K +149 New
HR
944
Howe & Rusling
New York
$6K
LWM
945
Liberty Wealth Management
California
$6K
ACM
946
AUA Capital Management
Pennsylvania
$6K
MWM
947
Mascoma Wealth Management
New Hampshire
$6K +$6K +50 New
WCM
948
Wealthcare Capital Management
Virginia
$6K +$6K +53 New
TCM
949
Tradewinds Capital Management
Washington
$6K +$6K +53 New
BMD
950
Better Money Decisions
New Mexico
$6K +$6K +53 New