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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 %
FMP
951
Financial Management Professionals
Texas
$5K
CHA
952
Carmichael Hill & Associates
Maryland
$5K
FWM
953
Focused Wealth Management
New York
$5K +$5K +37 New
MWP
954
Meridian Wealth Partners
Pennsylvania
$5K +$5K +49 New
LWANC
955
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
LIM
956
Longfellow Investment Management
Massachusetts
$3K
SFO
957
Standard Family Office
South Dakota
$3K
UFF
958
USA Financial Formulas
Michigan
$3K +$375 +3 +14%
CWM
959
Cranbrook Wealth Management
Michigan
$3K +$3K +26 New
VBCG
960
Valley Brook Capital Group
Pennsylvania
$3K +$3K +32 New
TCOV
961
Trust Company of Vermont
Vermont
$2K -$12K -120 -86%
KFI
962
Key Financial Inc
Pennsylvania
$2K
APWA
963
Atlas Private Wealth Advisors
New Jersey
$2K +$2K +14 New
Walleye Capital
964
Walleye Capital
New York
$1.93K +$1.93K +15,820 New
FGAM
965
Financial Gravity Asset Management
Texas
$1.22K +$488 +4 +67%
BWM
966
Baystate Wealth Management
Massachusetts
$1K
WP
967
WealthShield Partners
North Carolina
$1K +$1K +6 New
MCM
968
MV Capital Management
Maryland
$1K +$1K +12 New
HF
969
Halpern Financial
Virginia
$853 -$11.3K -93 -93%
MGIM
970
M&G Investment Management
United Kingdom
$236 -$74 -606 -24%
Boston Partners
971
Boston Partners
Massachusetts
-$108M -924,675 Closed
Balyasny Asset Management
972
Balyasny Asset Management
Illinois
-$33.6M -287,097 Closed
Marshall Wace
973
Marshall Wace
United Kingdom
-$20.9M -179,006 Closed
AAM
974
Aureus Asset Management
Massachusetts
-$20.4M -174,669 Closed
MSE
975
MUFG Securities EMEA
United Kingdom
-$16.6M -142,000 Closed