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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 %
QWP
926
Quotient Wealth Partners
Texas
$457K +$64.3K +312 +16%
AWA
927
Aaron Wealth Advisors
Illinois
$450K -$36.3K -176 -7%
MPI
928
Mairs & Power Inc
Minnesota
$449K +$3.91K +19 +0.9%
CG
929
Cynosure Group
Utah
$448K +$448K +2,177 New
LFA
930
Legacy Financial Advisors
Kentucky
$448K +$40.8K +198 +10%
NAS
931
Nicolet Advisory Services
Wisconsin
$442K +$29.6K +145 +7%
PMSA
932
Patrick M. Sweeney & Associates
Illinois
$440K
PCM
933
Parsons Capital Management
Rhode Island
$439K
DOA
934
D'Orazio & Associates
Virginia
$435K +$2.47K +12 +0.6%
BONH
935
Bank of New Hampshire
New Hampshire
$435K -$30.9K -150 -7%
CCWM
936
Cassaday & Co Wealth Management
Virginia
$434K +$10.9K +53 +3%
GWA
937
Gratus Wealth Advisors
Virginia
$434K
SSWM
938
Smith Salley Wealth Management
North Carolina
$433K +$86.3K +419 +25%
SHWM
939
Smith & Howard Wealth Management
Georgia
$433K
GI
940
GAMMA Investing
California
$431K +$62.4K +303 +17%
PCG
941
Prosperity Consulting Group
Maryland
$430K +$430K +2,088 New
CAM
942
Congress Asset Management
Massachusetts
$430K
EFA
943
Evernest Financial Advisors
Indiana
$429K +$70K +346 +20%
BCM
944
Brookstone Capital Management
Illinois
$426K +$8.86K +43 +2%
MSFS
945
Main Street Financial Solutions
Pennsylvania
$424K +$13.8K +67 +3%
T
946
TOBAM
France
$424K
CAC
947
Core Alternative Capital
Georgia
$423K -$46.3K -225 -10%
CWC
948
Carolinas Wealth Consulting
North Carolina
$420K +$824 +4 +0.2%
MWM
949
Mosley Wealth Management
California
$419K
MIM
950
Merrion Investment Management
New Jersey
$418K +$103K +500 +33%