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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 %
ETC
1101
Exchange Traded Concepts
Oklahoma
$222K -$1.66M -8,747 -88%
MW
1102
Marcum Wealth
Ohio
$221K -$6.82K -36 -3%
GSEP
1103
Golden State Equity Partners
California
$221K +$221K +1,166 New
CCA
1104
Cottonwood Capital Advisors
Utah
$220K +$220K +1,162 New
HCM
1105
Hollencrest Capital Management
California
$219K +$1.71K +9 +0.8%
FWA
1106
FSM Wealth Advisors
Ohio
$219K -$1.9K -10 -0.9%
WFA
1107
WestHill Financial Advisors
California
$218K -$7.77K -41 -3%
AF
1108
Allworth Financial
California
$218K +$6.06K +32 +3%
LS
1109
Livforsakringsbolaget Skandia
Sweden
$217K +$82.2K +434 +61%
SW
1110
Schulz Wealth
Texas
$215K +$215K +1,135 New
SCP
1111
Sivia Capital Partners
California
$215K +$215K +1,134 New
EP
1112
Edgestream Partners
New Jersey
$214K -$138K -726 -39%
BMO
1113
Beck Mack & Oliver
New York
$212K
HCP
1114
Hexagon Capital Partners
Arkansas
$212K +$86.6K +457 +69%
GWANC
1115
Guardian Wealth Advisors (North Carolina)
North Carolina
$211K -$189 -1 -0.1%
MC
1116
Middleton & Co
Massachusetts
$210K -$18.9K -100 -8%
KA
1117
Kure Advisory
Minnesota
$210K -$7.2K -38 -3%
RTC
1118
Riverview Trust Company
Washington
$210K
BA
1119
Bristlecone Advisors
Washington
$210K -$18K -95 -8%
WA
1120
Waverly Advisors
Alabama
$209K +$1.9K +10 +0.9%
MWM
1121
Meridian Wealth Management
Kentucky
$209K +$209K +1,102 New
ASG
1122
Ariston Services Group
California
$209K +$209K +1,102 New
WF
1123
Wayfinding Financial
Washington
$206K +$206K +1,091 New
FCA
1124
Fortis Capital Advisors
Kansas
$206K +$6.25K +33 +3%
DWM
1125
Destination Wealth Management
California
$205K