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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 %
SWA
926
Stratos Wealth Advisors
Ohio
$376K -$2.28K -12 -0.6%
BEI
927
Benjamin Edwards Inc
Missouri
$376K +$27.7K +146 +8%
LFA
928
Legacy Financial Advisors
Kentucky
$374K +$9.1K +48 +2%
WCM
929
Wallace Capital Management
Texas
$371K
KCM
930
Kanawha Capital Management
Virginia
$370K
FCBT
931
First Citizens Bank & Trust
North Carolina
$370K +$18.2K +96 +5%
WCWM
932
Willow Creek Wealth Management
California
$367K
CFG
933
CKW Financial Group
Hawaii
$365K +$758 +4 +0.2%
JAG
934
Journey Advisory Group
Kentucky
$364K
CT
935
Cambridge Trust
Massachusetts
$361K +$17.1K +90 +5%
QWP
936
Quotient Wealth Partners
Texas
$361K +$361K +1,906 New
AWM
937
Aprio Wealth Management
Georgia
$358K +$95.5K +504 +36%
CCG
938
Cypress Capital Group
Florida
$357K -$94.7K -500 -21%
APW
939
Acima Private Wealth
Virginia
$356K
RMDI
940
R.M. Davis Inc
Maine
$355K -$14.6K -77 -4%
AHB
941
Abner Herrman & Brock
New Jersey
$354K
DMBA
942
Deseret Mutual Benefit Administrators
Utah
$353K -$119K -626 -25%
LJHT
943
Laurie J. Hall Trustee
$352K
GC
944
Gilbert & Cook
Iowa
$351K -$50K -264 -12%
MG
945
Mather Group
Illinois
$351K +$14.2K +75 +4%
BB
946
Busey Bank
Illinois
$349K +$349K +1,844 New
WCA
947
Westover Capital Advisors
Delaware
$349K +$10K +53 +3%
GI
948
GAMMA Investing
California
$347K +$347K +1,791 New
SWA
949
SOA Wealth Advisors
New York
$347K +$379 +2 +0.1%
OL
950
Optas LLC
Texas
$346K +$9.66K +51 +3%