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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 %
TTWM
1026
TCV Trust & Wealth Management
Virginia
$326K
RA
1027
RFG Advisory
Alabama
$326K +$50.1K +243 +18%
FAFN
1028
First Affirmative Financial Network
Colorado
$326K +$77.4K +376 +31%
CAM
1029
Carret Asset Management
New York
$325K
CM
1030
Capital Management
Virginia
$325K
RMDI
1031
R.M. Davis Inc
Maine
$323K -$63.4K -308 -16%
DMBA
1032
Deseret Mutual Benefit Administrators
Utah
$321K -$63.4K -308 -17%
VC
1033
Veracity Capital
Georgia
$321K +$8.86K +43 +3%
CA
1034
Cornerstone Advisory
Maryland
$320K +$10.9K +53 +4%
FCG
1035
Fielder Capital Group
Tennessee
$319K +$319K +1,551 New
ACC
1036
Acorn Creek Capital
Colorado
$319K +$6.18K +30 +2%
MCM
1037
Mattern Capital Management
Colorado
$318K +$318K +1,542 New
DA
1038
Detalus Advisors
Missouri
$317K
B
1039
Bailard
California
$316K -$3.91K -19 -1%
NFG
1040
Nations Financial Group
Iowa
$316K -$3.3K -16 -1%
LC
1041
Lindbrook Capital
California
$316K -$31.3K -152 -9%
FFP
1042
FourThought Financial Partners
Florida
$314K +$16.9K +82 +6%
JWWM
1043
Johnson & White Wealth Management
Pennsylvania
$313K
ECM
1044
Evergreen Capital Management
Washington
$312K +$21.2K +103 +7%
SFS
1045
Stiles Financial Services
Minnesota
$312K -$20K -97 -6%
P
1046
&Partners
Tennessee
$311K +$311K +1,512 New
PWMG
1047
Prestige Wealth Management Group
New Jersey
$311K -$317K -1,541 -51%
MG
1048
Mather Group
Illinois
$309K -$42.4K -224 -12%
MRWM
1049
ML&R Wealth Management
Texas
$303K
HWA
1050
HCR Wealth Advisors
California
$302K -$15.2K -74 -5%