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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 %
BIA
1101
Bell Investment Advisors
California
$39.8K -$5.83K -35 -13%
PSB
1102
Piscataqua Savings Bank
New Hampshire
$38.1K
FIA
1103
FNY Investment Advisers
New York
$38K +$18.4K +113 +94%
AP
1104
Arlington Partners
Alabama
$37.5K +$1.83K +11 +5%
EARNEST Partners
1105
EARNEST Partners
Georgia
$36.6K
AAP
1106
Arax Advisory Partners
Colorado
$35.8K
CTB
1107
Country Trust Bank
Illinois
$35.8K -$999 -6 -3%
ST
1108
Sageworth Trust
Pennsylvania
$34.6K -$2.5K -15 -7%
IFAM
1109
Institutional & Family Asset Management
Colorado
$33.8K +$6.83K +41 +25%
TCM
1110
Tradewinds Capital Management
Washington
$33.3K +$27.5K +165 +471%
SIS
1111
Sound Income Strategies
Florida
$32.8K
NFSG
1112
Newbridge Financial Services Group
Florida
$32.7K -$1.67K -10 -5%
RI
1113
Ridgewood Investments
New Jersey
$32.1K +$32.1K +193 New
NC
1114
NewSquare Capital
Pennsylvania
$31.5K +$2K +12 +7%
TFP
1115
Tilia Fiduciary Partners
North Carolina
$30.6K
QC
1116
Quent Capital
New York
$30.6K
LFG
1117
Larson Financial Group
Missouri
$30.5K
CWP
1118
Concord Wealth Partners
Virginia
$30.1K -$37.2K -223 -55%
SWA
1119
Sutton Wealth Advisors
Florida
$29.6K -$418K -2,507 -93%
GFPC
1120
Global Financial Private Client
Florida
$29.5K
CH
1121
Canton Hathaway
Rhode Island
$27K
ACA
1122
Atlas Capital Advisors
Wyoming
$26.3K
BWA
1123
BDO Wealth Advisors
Florida
$25.2K
DWA
1124
Delos Wealth Advisors
Texas
$24.5K
EWP
1125
Elevation Wealth Partners
California
$24.5K +$24.5K +147 New