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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 %
JIC
1001
Joel Isaacson & Co
New York
$259K -$1.71K -9 -0.7%
GT
1002
Glenview Trust
Kentucky
$258K -$4.95K -26 -2%
RHJA
1003
Rice Hall James & Associates
California
$257K
CPA
1004
Court Place Advisors
Maryland
$257K
VC
1005
Vicus Capital
Pennsylvania
$256K +$256K +1,346 New
AAM
1006
Alphadyne Asset Management
New York
$256K +$256K +1,345 New
GLA
1007
Great Lakes Advisors
Illinois
$256K +$4.19K +22 +2%
FMII
1008
Farmers & Merchants Investments Inc
Nebraska
$255K
SPWM
1009
Spartan Planning & Wealth Management
North Carolina
$253K +$253K +1,332 New
NL
1010
NWAM LLC
Washington
$252K -$57.5K -302 -19%
RIM
1011
Redwood Investment Management
Arizona
$251K +$251K +1,321 New
EWA
1012
EP Wealth Advisors
California
$250K +$250K +1,316 New
CCA
1013
Childress Capital Advisors
Texas
$250K +$250K +1,313 New
RP
1014
Riverwater Partners
Wisconsin
$250K -$26.8K -141 -10%
EFG
1015
Ethos Financial Group
Pennsylvania
$248K +$248K +1,304 New
AA
1016
Alta Advisers
United Kingdom
$247K
DWM
1017
Drive Wealth Management
Utah
$247K +$15.8K +83 +7%
CFP
1018
Catalyst Financial Partners
Massachusetts
$246K +$20.7K +109 +9%
WMA
1019
Wealth Management Associates
New Jersey
$246K +$18.3K +96 +8%
RT
1020
Rockland Trust
Massachusetts
$245K
BSC
1021
Brown Shipley & Co
United Kingdom
$244K -$50.2K -264 -17%
TCMP
1022
Thrive Capital Management (Pennsylvania)
Pennsylvania
$243K +$190 +1 +0.1%
IP
1023
Ignite Planners
California
$243K +$9.98K +52 +4%
NPA
1024
Nichols & Pratt Advisers
Massachusetts
$243K
LC
1025
Lindbrook Capital
California
$242K +$16.2K +85 +7%