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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 %
AP
1026
Adero Partners
California
$241K -$380 -2 -0.2%
EHC
1027
Everett Harris & Co
California
$240K +$6.28K +33 +3%
TFCP
1028
Twin Focus Capital Partners
Massachusetts
$239K -$80.1K -421 -25%
NED
1029
Nancy E. Dempze
$238K -$20K -105 -8%
SAG
1030
SageView Advisory Group
California
$237K +$19K +100 +9%
NCM
1031
Northside Capital Management
Oregon
$235K
PCM
1032
Pointe Capital Management
Michigan
$234K +$1.71K +9 +0.7%
WSTAM
1033
Wilbanks Smith & Thomas Asset Management
Virginia
$234K +$13.3K +70 +6%
CCMG
1034
Clark Capital Management Group
Pennsylvania
$232K +$3.62K +19 +2%
NEPPG
1035
New England Professional Planning Group
Rhode Island
$230K
MC
1036
Middleton & Co
Massachusetts
$230K
AAS
1037
Ameritas Advisory Services
Nebraska
$230K +$230K +1,209 New
EW
1038
Evoke Wealth
California
$229K +$229K +1,205 New
NFG
1039
Nations Financial Group
Iowa
$229K -$26.5K -139 -10%
BA
1040
Bristlecone Advisors
Washington
$229K +$11.2K +59 +5%
MW
1041
Marcum Wealth
Ohio
$229K -$5.14K -27 -2%
FIM
1042
Fernwood Investment Management
Massachusetts
$228K
PFA
1043
Pathway Financial Advisors
Vermont
$228K
GFL
1044
Granite FO LLC
New Hampshire
$228K
PL
1045
Perpetual Ltd
Australia
$228K
DWA
1046
Douglass Winthrop Advisors
New York
$228K
NJBEST
1047
New Jersey Better Educational Savings Trust
New Jersey
$228K
TC
1048
Telemus Capital
Michigan
$228K -$42.4K -223 -16%
WFA
1049
WestHill Financial Advisors
California
$227K -$7.99K -42 -3%
RPC
1050
Rossmore Private Capital
Connecticut
$226K -$5.33K -28 -2%