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Marsh & McLennan

1,214 hedge funds and large institutions have $72.3B invested in Marsh & McLennan in 2022 Q4 according to their latest regulatory filings, with 158 funds opening new positions, 439 increasing their positions, 431 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,214
Holders Change
+62
Holders Change %
+5.38%
% of All Funds
19.59%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.44%
New
158
Increased
439
Reduced
431
Closed
72
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.22M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
1126
Stonebridge Capital Advisors
Minnesota
$23.5K +$18.7K +113 +390%
JWM
1127
Janiczek Wealth Management
Colorado
$23.2K
TCA
1128
Trifecta Capital Advisors
Illinois
$23K +$23K +139 New
RCM
1129
Raleigh Capital Management
North Carolina
$22.4K +$7.3K +44 +48%
SC
1130
Solstein Capital
California
$22.3K -$60.9K -368 -73%
CAL
1131
Capital Advisors Ltd
Ohio
$22K +$12.4K +76 +129%
CAL
1132
Capital Analysts LLC
Pennsylvania
$21K -$485 -3 -2%
Credit Agricole
1133
Credit Agricole
France
$20.5K +$20.5K +124 New
CQS
1134
Credential Qtrade Securities
$20K
FIA
1135
FNY Investment Advisers
New York
$19K -$3.17K -20 -14%
MRCM
1136
M&R Capital Management
New Jersey
$18.9K
CYG
1137
Clean Yield Group
Vermont
$18.2K
PCM
1138
Perritt Capital Management
Illinois
$16.7K +$16.7K +101 New
JFA
1139
JNBA Financial Advisors
Minnesota
$16.5K
SCA
1140
Stuart Chaussee & Associates
California
$16.1K
DWMG
1141
DB Wealth Management Group
California
$15.9K
RFG
1142
RFP Financial Group
Georgia
$15.9K +$15.9K +96 New
ADL
1143
Asset Dedication LLC
California
$15K +$852 +5 +6%
MFT
1144
Moisand Fitzgerald Tamayo
Florida
$14.7K +$3.97K +24 +37%
SC
1145
Seldon Capital
California
$14.6K
OC
1146
Oakworth Capital
Alabama
$14.1K
MLM
1147
Mount Lucas Management
Pennsylvania
$13.2K -$2.77M -16,746 -100%
FPFS
1148
First Personal Financial Services
North Carolina
$13.2K
R
1149
Rebalance
California
$12.6K +$12.6K +76 New
AIM
1150
Arcadia Investment Management
Michigan
$12.2K