MMC icon

Marsh & McLennan

1,362 hedge funds and large institutions have $83.2B invested in Marsh & McLennan in 2023 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 473 increasing their positions, 490 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,362
Holders Change
+80
Holders Change %
+6.24%
% of All Funds
19.96%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
185
Increased
473
Reduced
490
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Shares
Change %
BI
1076
Ballast Inc
Kentucky
$233K +$25.6K +135 +12%
IGWM
1077
ICA Group Wealth Management
Colorado
$232K +$22K +116 +10%
MFIM
1078
Mesirow Financial Investment Management
Illinois
$232K +$232K +1,222 New
RIM
1079
Rakuten Investment Management
Japan
$230K +$230K +1,220 New
NEPPG
1080
New England Professional Planning Group
Rhode Island
$230K +$379 +2 +0.2%
IP
1081
Ignite Planners
California
$230K -$11.4K -60 -5%
MLRA
1082
Main Line Retirement Advisors
Montana
$229K +$229K +1,209 New
TC
1083
Telemus Capital
Michigan
$229K +$2.08K +11 +0.9%
FAFN
1084
First Affirmative Financial Network
Colorado
$229K +$229K +1,206 New
CT
1085
Colonial Trust
South Carolina
$228K -$65.7K -347 -22%
GFL
1086
Granite FO LLC
New Hampshire
$227K
DWA
1087
Douglass Winthrop Advisors
New York
$227K
NJBEST
1088
New Jersey Better Educational Savings Trust
New Jersey
$227K
FIM
1089
Fernwood Investment Management
Massachusetts
$227K
PL
1090
Perpetual Ltd
Australia
$227K
PFA
1091
Pathway Financial Advisors
Vermont
$227K
EHC
1092
Everett Harris & Co
California
$227K -$12.5K -66 -5%
SPA
1093
Sherbrooke Park Advisers
New York
$225K +$225K +1,189 New
TI
1094
Truepoint Inc
Ohio
$225K +$225K +1,188 New
WSTAM
1095
Wilbanks Smith & Thomas Asset Management
Virginia
$224K -$8.53K -45 -4%
CMBA
1096
C.M. Bidwell & Associates
Hawaii
$224K +$224K +1,182 New
GKWIM
1097
Gerber Kawasaki Wealth & Investment Management
California
$224K
WMA
1098
Wealth Management Associates
New Jersey
$224K -$21.2K -112 -9%
RPC
1099
Rossmore Private Capital
Connecticut
$224K -$758 -4 -0.3%
SW
1100
SlateStone Wealth
Florida
$223K +$223K +1,179 New