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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 %
SSWM
951
Smith Salley Wealth Management
North Carolina
$306K -$761 -4 -0.2%
MSFP
952
Mark Sheptoff Financial Planning
Connecticut
$306K
VCP
953
Verus Capital Partners
Arizona
$305K +$34.5K +181 +13%
PHAM
954
Palisades Hudson Asset Management
Florida
$305K
FHA
955
Flagship Harbor Advisors
Massachusetts
$305K -$2.47K -13 -0.8%
BOSSRA
956
B.O.S.S. Retirement Advisors
Utah
$304K -$5.71K -30 -2%
CT
957
Colonial Trust
South Carolina
$303K +$11.5K +59 +4%
LSA
958
Lion Street Advisors
Texas
$302K +$761 +4 +0.3%
TTWM
959
TCV Trust & Wealth Management
Virginia
$302K
PWMG
960
Provence Wealth Management Group
California
$301K +$52.3K +275 +21%
AFP
961
Alpha Financial Partners
Kentucky
$301K -$5.9K -31 -2%
CAM
962
Carret Asset Management
New York
$301K
CM
963
Capital Management
Virginia
$301K
KIG
964
Kessler Investment Group
Indiana
$299K -$5.9K -31 -2%
GA
965
Gateway Advisory
New Jersey
$299K +$299K +1,572 New
AR
966
Advisory Research
Illinois
$299K -$4.76K -25 -2%
AP
967
Appleton Partners
Massachusetts
$298K
AWA
968
Arete Wealth Advisors
Illinois
$297K +$13.5K +71 +5%
B
969
Bailard
California
$296K -$4.57K -24 -2%
JSW
970
Journey Strategic Wealth
New Jersey
$295K +$67.4K +354 +30%
DA
971
Detalus Advisors
Missouri
$293K
XT
972
XTX Topco
Cayman Islands
$293K -$401K -2,108 -58%
EWM
973
Empirical Wealth Management
Washington
$292K +$292K +1,536 New
CA
974
Continuum Advisory
Idaho
$292K -$3.81K -20 -1%
MIM
975
Merrion Investment Management
New Jersey
$291K +$291K +1,531 New