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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 %
ECM
976
Evergreen Capital Management
Washington
$290K +$7.23K +38 +3%
JWWM
977
Johnson & White Wealth Management
Pennsylvania
$289K +$289K +1,519 New
RMC
978
Resources Management Corp
Connecticut
$288K
SWP
979
Strategic Wealth Partners
Ohio
$288K
WB
980
WesBanco Bank
West Virginia
$286K -$875K -4,599 -75%
BFM
981
Boothbay Fund Management
New York
$286K -$2.56M -13,447 -90%
DA
982
Dillon & Associates
Michigan
$285K -$3.23K -17 -1%
AWA
983
Arkadios Wealth Advisors
Georgia
$281K +$281K +1,478 New
VC
984
Veracity Capital
Georgia
$279K +$381 +2 +0.1%
CT
985
Columbia Trust
Oregon
$278K +$15.8K +83 +6%
MRWM
986
ML&R Wealth Management
Texas
$275K +$7.99K +42 +3%
PP
987
Patron Partners
Texas
$274K
FFP
988
FourThought Financial Partners
Florida
$273K -$13.9K -73 -5%
PP
989
PFS Partners
New Jersey
$273K
ONB
990
Old National Bancorp
Indiana
$271K -$1.52K -8 -0.6%
DI
991
Diligent Investors
California
$271K
LAM
992
L2 Asset Management
Massachusetts
$271K -$2.13M -1,134 -89%
IC
993
Inscription Capital
Texas
$269K -$141K -740 -34%
CWP
994
Capital Wealth Planning
Florida
$266K
AWM
995
Aprio Wealth Management
Georgia
$263K +$263K +1,384 New
YIA
996
YHB Investment Advisors
Connecticut
$262K
KFC
997
Klingenstein Fields & Co
New York
$262K +$1.14K +6 +0.4%
CTC
998
Central Trust Company
Missouri
$261K
UB
999
UMB Bank
Missouri
$260K +$14.5K +76 +6%
OP
1000
ORG Partners
Indiana
$260K +$260K +1,364 New