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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 %
FFP
1026
FourThought Financial Partners
Florida
$274K +$1.71K +9 +0.6%
RMC
1027
Resources Management Corp
Connecticut
$273K -$14.2K -75 -5%
PP
1028
Patron Partners
Texas
$272K -$568 -3 -0.2%
PP
1029
PFS Partners
New Jersey
$272K
WA
1030
Wealthstream Advisors
New York
$270K +$270K +1,425 New
DI
1031
Diligent Investors
California
$270K
NPP
1032
New Potomac Partners
Maryland
$269K +$269K +1,420 New
IC
1033
Inscription Capital
Texas
$268K
ECM
1034
Evergreen Capital Management
Washington
$268K -$20.8K -110 -7%
ESB
1035
Essex Savings Bank
Connecticut
$268K +$62.7K +331 +31%
CFP
1036
Catalyst Financial Partners
Massachusetts
$267K +$21.8K +115 +9%
SC
1037
Sapient Capital
Indiana
$266K +$266K +1,405 New
CWP
1038
Capital Wealth Planning
Florida
$265K
GLA
1039
Great Lakes Advisors
Illinois
$263K +$7.96K +42 +3%
PFS
1040
Prospera Financial Services
Texas
$262K -$55.9K -295 -18%
OP
1041
ORG Partners
Indiana
$261K +$3.03K +16 +1%
KFC
1042
Klingenstein Fields & Co
New York
$261K
FTIS
1043
First Trust Investment Solutions
Florida
$260K +$260K +1,374 New
DWM
1044
Drive Wealth Management
Utah
$258K +$11.6K +61 +5%
RHJA
1045
Rice Hall James & Associates
California
$256K
CPA
1046
Court Place Advisors
Maryland
$256K
CP
1047
Covenant Partners
Tennessee
$256K -$121K -639 -32%
UB
1048
UMB Bank
Missouri
$254K -$4.17K -22 -2%
RA
1049
RFG Advisory
Alabama
$254K +$254K +1,340 New
FMII
1050
Farmers & Merchants Investments Inc
Nebraska
$254K