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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 %
KFC
1076
Klingenstein Fields & Co
New York
$282K -$1.24K -6 -0.4%
TC
1077
Trilogy Capital
California
$280K +$280K +1,360 New
PP
1078
Patron Partners
Texas
$279K -$17.1K -83 -6%
RHJA
1079
Rice Hall James & Associates
California
$278K
UB
1080
UMB Bank
Missouri
$278K +$1.03K +5 +0.4%
RMC
1081
Resources Management Corp
Connecticut
$276K -$20.6K -100 -7%
HCP
1082
Hexagon Capital Partners
Arkansas
$276K +$45.3K +220 +20%
FMII
1083
Farmers & Merchants Investments Inc
Nebraska
$276K
EW
1084
Evoke Wealth
California
$276K +$276K +1,338 New
VFA
1085
Voya Financial Advisors
Connecticut
$276K +$411 +2 +0.1%
SGI
1086
Summit Global Investments
Utah
$275K -$1.58M -7,669 -85%
DWM
1087
Drive Wealth Management
Utah
$275K -$5.77K -28 -2%
SW
1088
SlateStone Wealth
Florida
$273K +$29.9K +145 +12%
AP
1089
Appleton Partners
Massachusetts
$272K -$28K -136 -9%
GS
1090
GTS Securities
New York
$272K -$1.64M -7,973 -86%
GFL
1091
Granite FO LLC
New Hampshire
$271K
NL
1092
NWAM LLC
Washington
$270K -$816 -4 -0.3%
FWIA
1093
Fort Washington Investment Advisors
Ohio
$269K +$3.91K +19 +1%
TPA
1094
Trivium Point Advisory
Connecticut
$269K +$269K +1,308 New
GWMR
1095
GC Wealth Management RIA
Massachusetts
$269K +$269K +1,305 New
AAS
1096
Ameritas Advisory Services
Nebraska
$268K -$167K -825 -38%
YIA
1097
YHB Investment Advisors
Connecticut
$268K -$5.15K -25 -2%
AA
1098
Alta Advisers
United Kingdom
$268K
A
1099
Allianz
Germany
$268K +$268K +1,300 New
ESB
1100
Essex Savings Bank
Connecticut
$268K