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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
976
Court Place Advisors
Maryland
$223K
CP
977
Covenant Partners
Tennessee
$223K +$223K +1,349 New
RT
978
Rockland Trust
Massachusetts
$223K -$136K -819 -38%
FMII
979
Farmers & Merchants Investments Inc
Nebraska
$221K
SPP
980
Single Point Partners
Massachusetts
$220K +$220K +1,327 New
WFA
981
WestHill Financial Advisors
California
$218K +$218K +1,316 New
STA
982
Summit Trail Advisors
New York
$216K +$216K +1,304 New
AA
983
Alta Advisers
United Kingdom
$215K
UB
984
UMB Bank
Missouri
$214K -$74.7K -451 -26%
OWP
985
Obermeyer Wealth Partners
Colorado
$213K +$213K +1,290 New
VWA
986
V Wealth Advisors
Kansas
$213K +$213K +1,290 New
NPA
987
Nichols & Pratt Advisers
Massachusetts
$211K +$211K +1,277 New
TCMP
988
Thrive Capital Management (Pennsylvania)
Pennsylvania
$211K +$211K +1,275 New
CC
989
Centiva Capital
New York
$210K +$210K +1,271 New
APA
990
Astoria Portfolio Advisors
New York
$208K +$208K +1,202 New
DBT
991
Dubuque Bank & Trust
Iowa
$208K +$208K +1,256 New
WMA
992
Wealth Management Associates
New Jersey
$208K -$36.2K -219 -15%
LA
993
LVW Advisors
New York
$207K +$207K +1,253 New
CGA
994
Crescent Grove Advisors
Illinois
$206K -$56.4K -341 -21%
IAIM
995
International Assets Investment Management
Florida
$206K +$206K +1,245 New
MPWT
996
MassMutual Private Wealth & Trust
Connecticut
$206K +$21.2K +128 +11%
NCM
997
Northside Capital Management
Oregon
$204K +$204K +1,235 New
MRWM
998
ML&R Wealth Management
Texas
$203K +$203K +1,229 New
EHC
999
Everett Harris & Co
California
$203K +$203K +1,229 New
CPO
1000
Cerity Partners OCIO
New York
$201K +$201K +1,218 New