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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
CFG
1026
CKW Financial Group
Hawaii
$412K +$849 +4 +0.2%
BAM
1027
Berkshire Asset Management
Pennsylvania
$408K +$39.9K +182 +11%
RBC
1028
Roble Belko & Company
Pennsylvania
$406K
PA
1029
Prossimo Advisors
California
$406K +$17.6K +83 +5%
JAG
1030
Journey Advisory Group
Kentucky
$405K
LAM
1031
L2 Asset Management
Massachusetts
$404K -$10.8K -51 -3%
DFCM
1032
Dark Forest Capital Management
Puerto Rico
$403K -$775K -3,650 -66%
HCP
1033
Hexagon Capital Partners
Arkansas
$401K +$27K +127 +7%
MWM
1034
Modera Wealth Management
New Jersey
$400K +$9.77K +46 +3%
APW
1035
Acima Private Wealth
Virginia
$400K
OCG
1036
Opus Capital Group
Ohio
$399K -$87.7K -413 -18%
AWA
1037
AGH Wealth Advisors
Kansas
$398K +$398K +1,872 New
UB
1038
UMB Bank
Missouri
$396K +$83.5K +393 +27%
EB
1039
Eastern Bank
Massachusetts
$395K -$17.2K -81 -4%
LJHT
1040
Laurie J. Hall Trustee
$395K
IAIM
1041
International Assets Investment Management
Florida
$395K -$90M -425,895 -100%
HWMO
1042
Heritage Wealth Management (Ohio)
Ohio
$393K
WCWM
1043
Willow Creek Wealth Management
California
$393K -$19.3K -91 -5%
GC
1044
Gilbert & Cook
Iowa
$392K
WCA
1045
Westover Capital Advisors
Delaware
$391K
CPIG
1046
Chicago Partners Investment Group
Illinois
$391K +$147K +695 +60%
CSWM
1047
Cassady Schiller Wealth Management
Ohio
$391K +$9.13K +43 +2%
CA
1048
Cornerstone Advisory
Maryland
$391K +$21.5K +94 +6%
ECM
1049
Evergreen Capital Management
Washington
$391K -$15.5K -73 -4%
RMCM
1050
Reynders McVeigh Capital Management
Massachusetts
$387K -$58.5K -275 -13%