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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 %
SWP
1001
Strategic Wealth Partners
Ohio
$298K +$11.6K +61 +4%
B
1002
Bailard
California
$295K
NFG
1003
Nations Financial Group
Iowa
$293K +$65.6K +346 +29%
MFA
1004
Mayflower Financial Advisors
Massachusetts
$292K +$292K +1,541 New
KIG
1005
Kessler Investment Group
Indiana
$292K -$5.87K -31 -2%
DA
1006
Detalus Advisors
Missouri
$292K
HWA
1007
HCR Wealth Advisors
California
$292K +$292K +1,541 New
MIM
1008
Merrion Investment Management
New Jersey
$290K
GM
1009
GeoWealth Management
Illinois
$290K +$231K +1,223 +395%
JWWM
1010
Johnson & White Wealth Management
Pennsylvania
$288K
ACC
1011
Acorn Creek Capital
Colorado
$288K +$288K +1,519 New
Fayez Sarofim & Co
1012
Fayez Sarofim & Co
Texas
$287K -$32.5K -164 -10%
VC
1013
Veracity Capital
Georgia
$287K +$9.28K +49 +3%
Fisher Asset Management
1014
Fisher Asset Management
Washington
$286K -$79.2K -418 -22%
WB
1015
WesBanco Bank
West Virginia
$285K
DA
1016
Dillon & Associates
Michigan
$284K
GC
1017
Garde Capital
Washington
$284K +$79.2K +418 +39%
CA
1018
Cornerstone Advisory
Maryland
$284K +$284K +1,498 New
CT
1019
Columbia Trust
Oregon
$280K +$3.22K +17 +1%
MRWM
1020
ML&R Wealth Management
Texas
$279K +$5.49K +29 +2%
FFA
1021
Farther Finance Advisors
California
$278K +$183K +964 +191%
HB
1022
HTLF Bank
Colorado
$278K +$278K +1,467 New
AP
1023
Appleton Partners
Massachusetts
$276K -$20.9K -110 -7%
CBFP
1024
Cedar Brook Financial Partners
Ohio
$276K -$40.7K -211 -13%
CTC
1025
Central Trust Company
Missouri
$274K +$14.2K +75 +5%