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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
GEA
1051
Glen Eagle Advisors
New Jersey
$96.7K
ECG
1052
Edge Capital Group
Georgia
$95.1K -$1.67K -10 -2%
NECFA
1053
New England Capital Financial Advisors
Connecticut
$90.1K -$24K -144 -21%
ONST
1054
Old North State Trust
North Carolina
$87K
IRC
1055
Investors Research Corp
Georgia
$85.8K
VIA
1056
Virtus Investment Advisers
Connecticut
$83.1K
DWA
1057
Dougherty Wealth Advisers
Minnesota
$82.1K -$82.1K -493 -50%
TCOV
1058
Trust Company of Vermont
Vermont
$79.6K -$5K -30 -6%
FFA
1059
Farther Finance Advisors
California
$75.4K +$24.5K +147 +48%
ICM
1060
Islay Capital Management
Texas
$74.9K
AA
1061
Addison Advisors
Vermont
$74.4K -$1.17K -7 -2%
JGIA
1062
Jackson Grant Investment Advisers
Connecticut
$74.4K +$167 +1 +0.2%
FHA
1063
First Horizon Advisors
Tennessee
$74.3K -$22.7K -136 -23%
HT
1064
Headlands Technologies
Illinois
$72.8K -$120K -718 -62%
EBA
1065
Eagle Bay Advisors
New York
$72.6K -$2.67K -16 -4%
CG
1066
Cutler Group
California
$68K +$16.5K +100 +32%
CSC
1067
Caldwell Sutter Capital
California
$68K +$68K +408 New
SOW
1068
State of Wyoming
Wyoming
$67.6K +$33K +198 +95%
WP
1069
WealthPLAN Partners
Nebraska
$67.3K +$67.3K +404 New
C
1070
Covestor
United Kingdom
$66K -$12.7K -77 -16%
PP
1071
Paloma Partners
Connecticut
$66K -$540K -3,241 -89%
AA
1072
Ancora Advisors
Ohio
$65.8K -$1.17K -7 -2%
VCM
1073
Versant Capital Management
Arizona
$64.4K +$1.5K +9 +2%
Loomis, Sayles & Company
1074
Loomis, Sayles & Company
Massachusetts
$63K +$34.4K +208 +120%
CAC
1075
Core Alternative Capital
Georgia
$62.9K +$5K +30 +9%