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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 %
CTC
1051
Central Trust Company
Missouri
$302K +$3.5K +17 +1%
JIC
1052
Joel Isaacson & Co
New York
$302K +$26.8K +130 +10%
CBFP
1053
Cedar Brook Financial Partners
Ohio
$301K +$7K +34 +2%
BB
1054
Busey Bank
Illinois
$301K -$78.7K -382 -21%
PSP
1055
Principal Street Partners
Tennessee
$301K +$301K +1,463 New
Fayez Sarofim & Co
1056
Fayez Sarofim & Co
Texas
$299K
KP
1057
Keel Point
Alabama
$297K +$30.5K +148 +11%
PFS
1058
Prospera Financial Services
Texas
$297K +$12.2K +59 +4%
FPAS
1059
Focus Partners Advisor Solutions
Missouri
$297K +$297K +1,439 New
BCG
1060
Breakwater Capital Group
New Jersey
$296K +$296K +1,438 New
PP
1061
PFS Partners
New Jersey
$295K
DI
1062
Diligent Investors
California
$294K
NPP
1063
New Potomac Partners
Maryland
$293K
CFP
1064
Catalyst Financial Partners
Massachusetts
$292K +$14K +71 +5%
MLRA
1065
Main Line Retirement Advisors
Montana
$292K +$42.8K +208 +17%
ECM
1066
EagleClaw Capital Management
Massachusetts
$291K -$51.3K -249 -15%
WWS
1067
Wellington Wealth Strategies
Indiana
$291K +$291K +1,414 New
BEAM
1068
Baker Ellis Asset Management
Washington
$291K +$291K +1,412 New
CWP
1069
Capital Wealth Planning
Florida
$288K
ACM
1070
Advisors Capital Management
New Jersey
$288K +$288K +1,397 New
IC
1071
Inscription Capital
Texas
$287K -$4.12K -20 -1%
UB
1072
Umpqua Bank
Oregon
$287K +$287K +1,395 New
GWM
1073
Gitterman Wealth Management
New Jersey
$287K +$287K +1,393 New
FIM
1074
Fernwood Investment Management
Massachusetts
$285K +$37.5K +182 +15%
SIM
1075
Stratos Investment Management
Ohio
$283K +$11.1K +54 +4%