MMC icon

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 %
MHR
1101
Matthew Hamilton Rosenberg
$123K
NS
1102
NBC Securities
Alabama
$121K +$121K +637 New
PAI
1103
Pittenger & Anderson Inc
Nebraska
$120K
BWL
1104
Bogart Wealth LLC
Virginia
$119K
HB
1105
Horizon Bancorp
Indiana
$119K +$101K +529 +563%
TF
1106
Tompkins Financial
New York
$118K
TWM
1107
Tradition Wealth Management
Minnesota
$117K +$382 +2 +0.3%
QL
1108
Quarry LP
New York
$110K +$106K +558 +3,100%
TSWM
1109
Tyler-Stone Wealth Management
Ohio
$108K
AAG
1110
Armstrong Advisory Group
Massachusetts
$106K -$4K -21 -4%
NECFA
1111
New England Capital Financial Advisors
Connecticut
$103K +$190 +1 +0.2%
IRC
1112
Investors Research Corp
Georgia
$99.5K +$1.52K +8 +2%
WTG
1113
West Tower Group
Virginia
$97.8K +$83.7K +440 +595%
SL
1114
Salomon & Ludwin
Virginia
$97.4K +$97.4K +512 New
FFA
1115
Farther Finance Advisors
California
$95.9K +$9.89K +52 +12%
USB
1116
Union Savings Bank
Connecticut
$95.3K +$95.3K +501 New
CFGS
1117
Concourse Financial Group Securities
Alabama
$90K +$13.3K +70 +17%
RCM
1118
Raleigh Capital Management
North Carolina
$87.7K +$39.2K +206 +81%
FHA
1119
First Horizon Advisors
Tennessee
$86.2K -$1.71K -9 -2%
EBA
1120
Eagle Bay Advisors
New York
$85.6K -$761 -4 -0.9%
ICM
1121
Islay Capital Management
Texas
$85.6K
JGIA
1122
Jackson Grant Investment Advisers
Connecticut
$85.5K +$380 +2 +0.4%
AA
1123
Addison Advisors
Vermont
$85.1K
VIA
1124
Virtus Investment Advisers
Connecticut
$85.1K -$9.9K -52 -10%
DWA
1125
Dougherty Wealth Advisers
Minnesota
$84.3K