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Marsh & McLennan

1,462 hedge funds and large institutions have $91.9B invested in Marsh & McLennan in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 586 increasing their positions, 515 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,462
Holders Change
+28
Holders Change %
+1.95%
% of All Funds
21.27%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
586
Reduced
515
Closed
71
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Shares
Change %
JFL
1026
Jarislowsky, Fraser Ltd
Quebec, Canada
$358K
KC
1027
Kinloch Capital
Virginia
$357K -$3.16K -15 -0.9%
GFP
1028
Gryphon Financial Partners
Ohio
$356K +$130K +616 +57%
ACM
1029
Advisors Capital Management
New Jersey
$355K +$60.7K +288 +21%
BAM
1030
Berkshire Asset Management
Pennsylvania
$355K +$355K +1,683 New
Capstone Investment Advisors
1031
Capstone Investment Advisors
New York
$351K -$426K -2,023 -55%
HCP
1032
Hexagon Capital Partners
Arkansas
$351K +$68.9K +327 +24%
AF
1033
Advisornet Financial
Minnesota
$350K -$38.4K -182 -10%
RMDI
1034
R.M. Davis Inc
Maine
$350K +$19.8K +94 +6%
MWA
1035
Meridian Wealth Advisors
Texas
$347K +$2.11K +10 +0.6%
AP
1036
Advisors Preferred
Maryland
$345K +$345K +1,641 New
AWA
1037
Arete Wealth Advisors
Illinois
$345K +$345K +1,637 New
LFG
1038
Lockerman Financial Group
California
$344K +$104K +495 +43%
DWM
1039
Dechtman Wealth Management
Colorado
$343K +$211 +1 +0.1%
OWA
1040
Outlook Wealth Advisors
Texas
$342K +$342K +1,624 New
MIS
1041
Morningstar Investment Services
Illinois
$341K +$95.7K +454 +39%
CA
1042
Cornerstone Advisory
Maryland
$340K +$12.9K +61 +4%
BEAM
1043
Baker Ellis Asset Management
Washington
$340K +$42.1K +200 +14%
PMFA
1044
Plante Moran Financial Advisors
Michigan
$339K -$2.11K -10 -0.6%
MSFP
1045
Mark Sheptoff Financial Planning
Connecticut
$339K
PHAM
1046
Palisades Hudson Asset Management
Florida
$339K
HB
1047
HTLF Bank
Colorado
$337K -$421 -2 -0.1%
CWP
1048
Capital Wealth Planning
Florida
$336K +$41.3K +196 +14%
TWA
1049
TCI Wealth Advisors
Arizona
$336K +$336K +1,593 New
MW
1050
Marcum Wealth
Ohio
$335K +$68.3K +324 +26%