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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 %
WPP
1076
Whalerock Point Partners
Rhode Island
$202K
GFP
1077
Gryphon Financial Partners
Ohio
$202K -$2.67K -14 -1%
BWP
1078
BSW Wealth Partners
Colorado
$200K -$444K -2,331 -69%
FCA
1079
Fortis Capital Advisors
Kansas
$200K -$25.9K -136 -11%
MAM
1080
Magellan Asset Management
Australia
$187K
CCC
1081
Chelsea Counsel Company
California
$176K -$4.76K -25 -3%
BWP
1082
Baldwin Wealth Partners
Massachusetts
$174K
KLWA
1083
Kelly Lawrence W & Associates
California
$171K
MIA
1084
Milestone Investment Advisors
Wisconsin
$169K +$169K +889 New
HI
1085
Harbour Investments
Wisconsin
$160K -$1.14K -6 -0.7%
KFS
1086
Kelly Financial Services
Massachusetts
$155K
VC
1087
Vestor Capital
Illinois
$153K -$34.9K -184 -19%
CCM
1088
Chilton Capital Management
Texas
$152K
TWD
1089
True Wealth Design
Ohio
$150K
BCM
1090
Bourgeon Capital Management
Connecticut
$146K
GI
1091
Gradient Investments
Minnesota
$142K -$1.9K -10 -1%
JSAM
1092
J. Safra Asset Management
New York
$141K
Parallax Volatility Advisers
1093
Parallax Volatility Advisers
California
$140K -$1.46M -7,670 -91%
CCA
1094
Column Capital Advisors
Indiana
$138K -$571 -3 -0.4%
LS
1095
Livforsakringsbolaget Skandia
Sweden
$135K
Legacy Financial Group (Iowa)
1096
Legacy Financial Group (Iowa)
Iowa
$134K +$134K +706 New
DJSG
1097
D.J. St. Germain
Massachusetts
$133K
WTA
1098
Washington Trust Advisors
Massachusetts
$130K
KI
1099
Kapitalo Investimentos
Brazil
$128K -$75K -394 -37%
HCP
1100
Hexagon Capital Partners
Arkansas
$126K +$1.33K +7 +1%