MMC icon

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 %
RPC
1001
Rossmore Private Capital
Connecticut
$201K +$201K +1,213 New
CIA
1002
Choate Investment Advisors
Massachusetts
$201K +$201K +1,213 New
NEPPG
1003
New England Professional Planning Group
Rhode Island
$200K +$200K +1,211 New
MC
1004
Middleton & Co
Massachusetts
$200K +$200K +1,210 New
LPIC
1005
LeJeune Puetz Investment Counsel
Michigan
$193K
IBOK
1006
Independence Bank of Kentucky
Kentucky
$191K -$23.2K -140 -11%
HT
1007
Headlands Technologies
Illinois
$191K +$191K +1,155 New
HCM
1008
Hollencrest Capital Management
California
$190K +$190K +1,149 New
RTC
1009
Riverview Trust Company
Washington
$186K +$34.7K +210 +23%
DFCM
1010
Dark Forest Capital Management
Puerto Rico
$183K +$183K +1,106 New
GC
1011
Garde Capital
Washington
$182K +$4.8K +29 +3%
SWM
1012
Spire Wealth Management
Virginia
$174K +$19K +115 +12%
MAM
1013
Magellan Asset Management
Australia
$173K -$48.7K -294 -22%
IGWM
1014
ICA Group Wealth Management
Colorado
$168K -$236K -1,426 -58%
DWA
1015
Dougherty Wealth Advisers
Minnesota
$163K
CTC
1016
Central Trust Company
Missouri
$161K +$9.27K +56 +6%
GBT
1017
Grove Bank & Trust
Florida
$154K +$154K +933 New
BWP
1018
Baldwin Wealth Partners
Massachusetts
$152K +$152K +916 New
RBC
1019
Romano Brothers & Co
Illinois
$151K +$151K +915 New
PFBT
1020
Parkside Financial Bank & Trust
Missouri
$151K +$17K +103 +13%
VC
1021
Vestor Capital
Illinois
$150K +$37K +224 +33%
KLWA
1022
Kelly Lawrence W & Associates
California
$149K
WB
1023
Webster Bank
Connecticut
$148K
TF
1024
TimeScale Financial
Massachusetts
$146K +$149 +1 +0.1%
CFO
1025
CVA Family Office
Colorado
$143K +$32.3K +195 +29%