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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 %
IAA
976
Independent Advisor Alliance
North Carolina
$319K -$21K -111 -6%
VCM
977
Virtue Capital Management
Tennessee
$317K -$49.7K -261 -14%
ECM
978
EagleClaw Capital Management
Massachusetts
$315K -$18.9K -100 -6%
SGWM
979
Sterling Group Wealth Management
California
$311K -$3.79K -20 -1%
MLA
980
My Legacy Advisors
Oregon
$310K +$310K +1,609 New
MWA
981
Meridian Wealth Advisors
Texas
$310K +$189 +1 +0.1%
PMFA
982
Plante Moran Financial Advisors
Michigan
$309K +$3.41K +18 +1%
DWM
983
Dechtman Wealth Management
Colorado
$308K +$189 +1 +0.1%
MYIA
984
Mount Yale Investment Advisors
Colorado
$307K -$1.17M -6,171 -79%
IP
985
Investment Partners
Ohio
$306K +$568 +3 +0.2%
SFS
986
Stiles Financial Services
Minnesota
$306K -$8.72K -46 -3%
I
987
InceptionR
California
$305K +$305K +1,611 New
CA
988
Continuum Advisory
Idaho
$305K +$15.5K +82 +5%
MSFP
989
Mark Sheptoff Financial Planning
Connecticut
$305K
CIA
990
Choate Investment Advisors
Massachusetts
$305K -$116K -610 -28%
TFA
991
Transamerica Financial Advisors
Florida
$304K -$40.7K -215 -12%
PHAM
992
Palisades Hudson Asset Management
Florida
$304K
FHA
993
Flagship Harbor Advisors
Massachusetts
$303K
IAS
994
Insigneo Advisory Services
Florida
$303K +$78.8K +416 +35%
LAM
995
L2 Asset Management
Massachusetts
$302K +$274K +1,448 +1,006%
TTWM
996
TCV Trust & Wealth Management
Virginia
$300K
AWA
997
Arete Wealth Advisors
Illinois
$300K +$4.74K +25 +2%
AFG
998
Atomi Financial Group
New York
$300K +$300K +1,582 New
CAM
999
Carret Asset Management
New York
$299K
CM
1000
Capital Management
Virginia
$299K