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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 %
SCM
1001
Stevens Capital Management
Pennsylvania
$357K -$1.28M -6,226 -78%
CCP
1002
Clarkston Capital Partners
Michigan
$355K
LAM
1003
L2 Asset Management
Massachusetts
$353K +$24.7K +120 +8%
KC
1004
Kinloch Capital
Virginia
$352K +$5.77K +28 +2%
DWA
1005
Douglass Winthrop Advisors
New York
$352K +$105K +508 +42%
JFL
1006
Jarislowsky, Fraser Ltd
Quebec, Canada
$350K
MA
1007
MCF Advisors
Kentucky
$350K +$1.03K +5 +0.3%
EL
1008
EWA LLC
Pennsylvania
$349K +$1.85K +9 +0.5%
SWP
1009
Strategic Wealth Partners
Ohio
$347K +$23.3K +113 +7%
MPPW
1010
Mitchell & Pahl Private Wealth
Oklahoma
$346K -$14.6K -71 -4%
EWA
1011
EP Wealth Advisors
California
$342K -$9.27K -45 -3%
TCWA
1012
Turtle Creek Wealth Advisors
Texas
$338K +$244K +1,185 +259%
MWA
1013
Meridian Wealth Advisors
Texas
$337K +$412 +2 +0.1%
M
1014
MOTCO
Texas
$337K +$336K +1,632 +40,800%
IDBONY
1015
Israel Discount Bank of New York
New York
$336K -$98.3K -477 -23%
PPC
1016
Park Place Capital
Alabama
$336K -$18.3K -89 -5%
DWM
1017
Dechtman Wealth Management
Colorado
$335K +$412 +2 +0.1%
PMFA
1018
Plante Moran Financial Advisors
Michigan
$334K -$1.65K -8 -0.5%
IP
1019
Investment Partners
Ohio
$333K +$412 +2 +0.1%
FHA
1020
Flagship Harbor Advisors
Massachusetts
$332K +$1.65K +8 +0.5%
MSFP
1021
Mark Sheptoff Financial Planning
Connecticut
$331K
EA
1022
Everpar Advisors
Oklahoma
$331K -$147K -712 -31%
PHAM
1023
Palisades Hudson Asset Management
Florida
$331K
Kovitz Investment Group Partners
1024
Kovitz Investment Group Partners
Illinois
$331K +$331K +1,605 New
HB
1025
HTLF Bank
Colorado
$330K +$27.6K +134 +9%