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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 %
SRL
951
Scientech Research LLC
New Jersey
$413K +$413K +2,007 New
KCM
952
Kanawha Capital Management
Virginia
$411K +$8.86K +43 +2%
SCI
953
S&CO Inc
Massachusetts
$411K
AWM
954
Aprio Wealth Management
Georgia
$411K +$21.8K +106 +6%
MLA
955
My Legacy Advisors
Oregon
$409K +$77.2K +375 +23%
CCG
956
Catalina Capital Group
California
$406K +$406K +1,969 New
WCM
957
Wallace Capital Management
Texas
$404K
MFS
958
Mirabella Financial Services
United Kingdom
$404K +$404K +1,959 New
APP
959
Avantax Planning Partners
Iowa
$402K +$402K +1,953 New
WCWM
960
Willow Creek Wealth Management
California
$401K +$1.85K +9 +0.5%
VCP
961
Verus Capital Partners
Arizona
$401K -$11.1K -54 -3%
JAG
962
Journey Advisory Group
Kentucky
$395K
MWM
963
Modera Wealth Management
New Jersey
$394K +$18.9K +92 +5%
CFG
964
CKW Financial Group
Hawaii
$394K +$612 +3 +0.2%
I
965
InceptionR
California
$394K +$61.8K +300 +19%
CM
966
Capula Management
Cayman Islands
$392K +$392K +1,904 New
MFA
967
Mayflower Financial Advisors
Massachusetts
$392K +$74.6K +362 +23%
CCG
968
Cypress Capital Group
Florida
$390K +$1.65K +8 +0.4%
AC
969
Allstate Corporation
Illinois
$390K -$38.7K -188 -9%
APW
970
Acima Private Wealth
Virginia
$387K
OL
971
Optas LLC
Texas
$387K +$10.9K +53 +3%
GI
972
GLOBALT Investments
Georgia
$385K -$35.4K -172 -8%
SWM
973
SeaCrest Wealth Management
New York
$384K -$25.3K -123 -6%
LJHT
974
Laurie J. Hall Trustee
$383K
CA
975
Commerzbank Aktiengesellschaft
Germany
$382K +$122K +592 +47%