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Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
IAS
1051
Insigneo Advisory Services
Florida
$225K +$225K +1,183 New
GKWIM
1052
Gerber Kawasaki Wealth & Investment Management
California
$225K +$225K +1,181 New
MAP
1053
Milestone Advisory Partners
North Carolina
$224K
FWA
1054
FSM Wealth Advisors
Ohio
$222K +$222K +1,164 New
KP
1055
Keel Point
Alabama
$221K +$4.76K +25 +2%
TIA
1056
Trust Investment Advisors
Indiana
$221K +$221K +1,160 New
HCM
1057
Hollencrest Capital Management
California
$219K
KA
1058
Kure Advisory
Minnesota
$218K +$218K +1,148 New
BMO
1059
Beck Mack & Oliver
New York
$213K
AF
1060
Allworth Financial
California
$213K +$35.6K +187 +20%
RWA
1061
Ropes Wealth Advisors
Massachusetts
$212K +$212K +1,114 New
GWANC
1062
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K +$2.09K +11 +1%
RTC
1063
Riverview Trust Company
Washington
$211K -$2.86K -15 -1%
IGWM
1064
ICA Group Wealth Management
Colorado
$211K +$2.85K +15 +1%
FFA
1065
First Foundation Advisors
California
$209K -$82.8K -435 -28%
BI
1066
Ballast Inc
Kentucky
$208K
WA
1067
Waverly Advisors
Alabama
$208K +$208K +1,095 New
PFBT
1068
Parkside Financial Bank & Trust
Missouri
$208K +$21.7K +114 +12%
DWM
1069
Destination Wealth Management
California
$206K -$2.66K -14 -1%
GC
1070
Garde Capital
Washington
$206K +$1.91K +10 +0.9%
ESB
1071
Essex Savings Bank
Connecticut
$206K +$190 +1 +0.1%
GBT
1072
Grove Bank & Trust
Florida
$205K +$27.8K +146 +16%
IAIM
1073
International Assets Investment Management
Florida
$204K +$204K +1,059 New
M
1074
Mirova
France
$203K -$526K -2,762 -72%
FDCC
1075
Foster Dykema Cabot & Co
Massachusetts
$203K