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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 %
OL
926
Optas LLC
Texas
$338K +$4.76K +25 +1%
MPPW
927
Mitchell & Pahl Private Wealth
Oklahoma
$338K -$8.75K -46 -3%
ECM
928
EagleClaw Capital Management
Massachusetts
$335K -$38.1K -200 -10%
AF
929
Advisornet Financial
Minnesota
$335K -$20.6K -108 -6%
MPWT
930
MassMutual Private Wealth & Trust
Connecticut
$333K +$34.3K +180 +11%
DTL
931
Dynamic Technology Lab
Singapore
$332K +$332K +1,747 New
BHCM
932
Brevan Howard Capital Management
Jersey
$331K +$331K +1,740 New
DBT
933
Dubuque Bank & Trust
Iowa
$329K +$75.5K +397 +30%
CCP
934
Clarkston Capital Partners
Michigan
$328K
JFL
935
Jarislowsky, Fraser Ltd
Quebec, Canada
$324K
PFS
936
Prospera Financial Services
Texas
$320K +$53.3K +279 +20%
KC
937
Kinloch Capital
Virginia
$320K -$4.57K -24 -1%
LCM
938
Landscape Capital Management
New Jersey
$319K +$319K +1,675 New
SGWM
939
Sterling Group Wealth Management
California
$316K
SFS
940
Stiles Financial Services
Minnesota
$316K -$275K -1,444 -47%
VFA
941
Voya Financial Advisors
Connecticut
$315K -$1.93K -10 -0.6%
NPF
942
Norris Perne & French
Michigan
$314K
BONST
943
Bank of Nova Scotia Trust
Ontario, Canada
$313K -$95.7K -503 -23%
CBFP
944
Cedar Brook Financial Partners
Ohio
$312K -$67.7K -356 -18%
LNB
945
Ledyard National Bank
$311K -$2.28K -12 -0.7%
MWA
946
Meridian Wealth Advisors
Texas
$311K +$190 +1 +0.1%
DWM
947
Dechtman Wealth Management
Colorado
$309K +$380 +2 +0.1%
Fayez Sarofim & Co
948
Fayez Sarofim & Co
Texas
$307K
IP
949
Investment Partners
Ohio
$307K +$307K +1,612 New
PMFA
950
Plante Moran Financial Advisors
Michigan
$307K -$10.1K -53 -3%