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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 %
MCM
1076
MV Capital Management
Maryland
$61.6K +$7.5K +45 +14%
CFGS
1077
Concourse Financial Group Securities
Alabama
$60.3K -$727K -4,367 -92%
HDIM
1078
Hanson & Doremus Investment Management
Vermont
$60K -$4.81K -29 -7%
SCM
1079
Silvant Capital Management
Georgia
$59.6K
KA
1080
Kozak & Associates
Colorado
$59.3K +$167 +1 +0.3%
DAC
1081
Dividend Assets Capital
South Carolina
$59K
TWA
1082
TCI Wealth Advisors
Arizona
$58K
Capstone Investment Advisors
1083
Capstone Investment Advisors
New York
$57.5K -$18.7K -112 -25%
ETC
1084
Exchange Traded Concepts
Oklahoma
$56K +$167 +1 +0.3%
RFA
1085
Resurgent Financial Advisors
Georgia
$55.8K -$27.3K -164 -33%
MFA
1086
McClarren Financial Advisors
Pennsylvania
$54K
TIM
1087
Tortoise Investment Management
New York
$51.8K
HWM
1088
HighMark Wealth Management
Minnesota
$51.2K
GWM
1089
Geneos Wealth Management
Colorado
$51K
SSB
1090
Sandy Spring Bank
Maryland
$50.3K -$8.66K -52 -15%
BCMLT
1091
Beacon Capital Management LLC (Tennessee)
Tennessee
$50K
LCM
1092
Logan Capital Management
Pennsylvania
$49.6K -$4.33K -26 -8%
WB
1093
Webster Bank
Connecticut
$49.5K -$99.9K -600 -67%
FMP
1094
Financial Management Professionals
Texas
$49K +$9.47K +57 +24%
PCTC
1095
Perkins Coie Trust Company
Washington
$47.6K
JFGIW
1096
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46.3K
SC
1097
SouthState Corp
Florida
$45.8K +$45.8K +275 New
FWM
1098
Focused Wealth Management
New York
$43.8K +$37.5K +225 +592%
RCM
1099
Raleigh Capital Management
North Carolina
$42.9K +$20.5K +123 +91%
FFC
1100
First Financial Corp
Indiana
$41.1K