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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 %
AHB
976
Abner Herrman & Brock
New Jersey
$381K -$4.12K -20 -1%
GC
977
Gilbert & Cook
Iowa
$380K -$1.65K -8 -0.4%
AF
978
Advisornet Financial
Minnesota
$380K +$14K +68 +4%
AFG
979
Atomi Financial Group
New York
$380K +$54K +262 +17%
WCA
980
Westover Capital Advisors
Delaware
$380K
SWA
981
SOA Wealth Advisors
New York
$377K +$412 +2 +0.1%
PDL
982
Portfolio Design Labs
California
$377K -$846K -4,106 -69%
CT
983
Cambridge Trust
Massachusetts
$376K -$16.7K -81 -4%
HI
984
Humankind Investments
New York
$376K +$24.5K +119 +7%
JHP
985
James Hambro & Partners
United Kingdom
$374K -$170K -826 -31%
CWM
986
Cahaba Wealth Management
Georgia
$373K +$206 +1 +0.1%
NPF
987
Norris Perne & French
Michigan
$371K +$9.48K +46 +3%
DA
988
Dillon & Associates
Michigan
$371K +$61.8K +300 +20%
LGWM
989
Litman Gregory Wealth Management
California
$371K
EH
990
Equitable Holdings
New York
$371K +$371K +1,799 New
CSWM
991
Cassady Schiller Wealth Management
Ohio
$370K
TWP
992
Tyche Wealth Partners
Texas
$370K -$270K -1,313 -42%
AA
993
Apriem Advisors
California
$368K +$368K +1,786 New
UFF
994
USA Financial Formulas
Michigan
$366K -$1.27M -6,150 -78%
NHT
995
New Hampshire Trust
New Hampshire
$366K
ML
996
Mayport LLC
Massachusetts
$364K +$364K +1,768 New
RFN
997
RDA Financial Network
Iowa
$363K +$10.9K +53 +3%
IAS
998
Insigneo Advisory Services
Florida
$362K +$32.3K +157 +10%
MC
999
Moors & Cabot
Massachusetts
$360K -$58.5K -284 -14%
IAA
1000
Independent Advisor Alliance
North Carolina
$359K +$12.2K +59 +4%