MMC icon

Marsh & McLennan

1,462 hedge funds and large institutions have $91.9B invested in Marsh & McLennan in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 586 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+28
Holders Change %
+1.95%
% of All Funds
21.27%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
586
Reduced
515
Closed
71
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WCWM
976
Willow Creek Wealth Management
California
$409K -$1.69K -8 -0.4%
MG
977
Mather Group
Illinois
$407K +$71.7K +348 +21%
CFG
978
CKW Financial Group
Hawaii
$407K +$842 +4 +0.2%
IAS
979
Insigneo Advisory Services
Florida
$405K +$25.3K +117 +7%
EH
980
Equitable Holdings
New York
$405K +$25.7K +122 +7%
JAG
981
Journey Advisory Group
Kentucky
$405K
RBC
982
Roble Belko & Company
Pennsylvania
$402K -$83.3K -396 -17%
PDL
983
Portfolio Design Labs
California
$400K +$14.3K +68 +4%
CCG
984
Cypress Capital Group
Florida
$399K
AC
985
Allstate Corporation
Illinois
$399K
LAM
986
L2 Asset Management
Massachusetts
$397K +$36.7K +174 +10%
SWP
987
Strategic Wealth Partners
Ohio
$397K +$42.1K +200 +12%
OL
988
Optas LLC
Texas
$397K +$1.05K +5 +0.3%
APW
989
Acima Private Wealth
Virginia
$396K
HWMO
990
Heritage Wealth Management (Ohio)
Ohio
$396K +$396K +1,852 New
SWM
991
SeaCrest Wealth Management
New York
$396K +$3.58K +17 +0.9%
MWM
992
Modera Wealth Management
New Jersey
$395K -$8.43K -40 -2%
LJHT
993
Laurie J. Hall Trustee
$392K
UFF
994
USA Financial Formulas
Michigan
$392K +$17.1K +81 +5%
AHB
995
Abner Herrman & Brock
New Jersey
$390K
GC
996
Gilbert & Cook
Iowa
$389K
WCA
997
Westover Capital Advisors
Delaware
$388K
GI
998
GLOBALT Investments
Georgia
$386K -$7.16K -34 -2%
SQA
999
Simon Quick Advisors
New Jersey
$385K +$158K +748 +69%
DA
1000
Dillon & Associates
Michigan
$380K