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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 %
LWP
1051
LeClair Wealth Partners
Ohio
$387K +$387K +1,821 New
DWP
1052
Daymark Wealth Partners
Ohio
$384K +$92K +433 +32%
TCM
1053
Tuttle Capital Management
Connecticut
$384K +$98.6K +464 +35%
NPF
1054
Norris Perne & French
Michigan
$383K
LGWM
1055
Litman Gregory Wealth Management
California
$382K
HDA
1056
Harold Davidson & Associates
California
$382K +$382K +1,800 New
DA
1057
Dillon & Associates
Michigan
$382K
NFC
1058
Northstar Financial Companies
Pennsylvania
$380K +$380K +1,787 New
NHT
1059
New Hampshire Trust
New Hampshire
$378K
CCMG
1060
Clark Capital Management Group
Pennsylvania
$377K +$57.6K +271 +18%
RIL
1061
Rothschild Investment LLC
Illinois
$377K +$1.49K +7 +0.4%
RFN
1062
RDA Financial Network
Iowa
$376K +$19.5K +92 +5%
GWANC
1063
Guardian Wealth Advisors (North Carolina)
North Carolina
$376K +$5.31K +25 +1%
ML
1064
Mayport LLC
Massachusetts
$375K
GI
1065
GLOBALT Investments
Georgia
$373K -$15.3K -72 -4%
CWM
1066
Cahaba Wealth Management
Georgia
$373K +$212 +1 +0.1%
DAS
1067
Dynamic Advisor Solutions
Arizona
$372K -$125K -590 -25%
MA
1068
MCF Advisors
Kentucky
$371K
EL
1069
EWA LLC
Pennsylvania
$370K +$637 +3 +0.2%
WG
1070
Winton Group
United Kingdom
$369K +$369K +1,739 New
KP
1071
Keel Point
Alabama
$369K -$68K -320 -16%
BAM
1072
Blueshift Asset Management
New Jersey
$369K +$70.1K +330 +23%
CCP
1073
Clarkston Capital Partners
Michigan
$366K
CFP
1074
Catalyst Financial Partners
Massachusetts
$366K +$5.1K +24 +1%
CRI
1075
Colonial River Investments
Virginia
$365K +$57.4K +270 +19%