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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 %
MWM
951
Modera Wealth Management
New Jersey
$345K +$7.58K +40 +2%
CWM
952
Cahaba Wealth Management
Georgia
$343K -$32.2K -170 -9%
PWMG
953
Provence Wealth Management Group
California
$343K +$42.6K +225 +14%
MPWT
954
MassMutual Private Wealth & Trust
Connecticut
$343K +$10.6K +56 +3%
LGWM
955
Litman Gregory Wealth Management
California
$341K
CSWM
956
Cassady Schiller Wealth Management
Ohio
$341K
MIS
957
Morningstar Investment Services
Illinois
$338K +$338K +1,792 New
NHT
958
New Hampshire Trust
New Hampshire
$337K
AF
959
Advisornet Financial
Minnesota
$336K +$3.22K +17 +1%
EFA
960
Evernest Financial Advisors
Indiana
$336K +$336K +1,771 New
NPF
961
Norris Perne & French
Michigan
$333K +$20.1K +106 +6%
MPPW
962
Mitchell & Pahl Private Wealth
Oklahoma
$332K -$4.17K -22 -1%
PIM
963
Plato Investment Management
Australia
$330K +$330K +1,743 New
EL
964
EWA LLC
Pennsylvania
$327K -$6.58K -34 -2%
CCP
965
Clarkston Capital Partners
Michigan
$327K
AG
966
AlTi Global
New York
$327K +$327K +1,724 New
PPC
967
Park Place Capital
Alabama
$326K -$120K -632 -27%
RFN
968
RDA Financial Network
Iowa
$324K -$18K -95 -5%
HI
969
Humankind Investments
New York
$323K -$18.8K -99 -5%
EWA
970
EP Wealth Advisors
California
$323K +$73.3K +387 +29%
JFL
971
Jarislowsky, Fraser Ltd
Quebec, Canada
$322K
MA
972
MCF Advisors
Kentucky
$321K -$37.9K -200 -11%
SSWM
973
Smith Salley Wealth Management
North Carolina
$319K +$14K +74 +5%
LC
974
Lindbrook Capital
California
$319K +$78.4K +414 +33%
KC
975
Kinloch Capital
Virginia
$319K