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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 %
CA
1126
Crewe Advisors
Utah
$23.8K -$7.33K -44 -24%
FCA
1127
FinTrust Capital Advisors
South Carolina
$23.7K
JWA
1128
JFS Wealth Advisors
Pennsylvania
$23.5K -$1.83K -11 -7%
TCA
1129
Trifecta Capital Advisors
Illinois
$23.2K
SCA
1130
Stonebridge Capital Advisors
Minnesota
$23K -$666 -4 -3%
AT
1131
Avalon Trust
New Mexico
$23K +$23K +138 New
AWM
1132
Avior Wealth Management
Nebraska
$23K -$8.72K -52 -28%
JWM
1133
Janiczek Wealth Management
Colorado
$22.7K -$347 -2 -2%
PCFFS
1134
Pacific Center for Financial Services
California
$22.7K +$22.7K +136 New
SC
1135
Solstein Capital
California
$22.5K
Jones Financial Companies
1136
Jones Financial Companies
Missouri
$21.8K -$4.5K -27 -17%
SS
1137
Sunbelt Securities
Texas
$21.8K +$21.8K +132 New
Credit Agricole
1138
Credit Agricole
France
$20.7K
NL
1139
NVWM LLC
Pennsylvania
$20.2K -$14.5K -87 -42%
CQS
1140
Credential Qtrade Securities
$20.2K
CAL
1141
Capital Analysts LLC
Pennsylvania
$20K -$1.14K -7 -5%
GI
1142
Gradient Investments
Minnesota
$19.3K -$37K -222 -66%
MRCM
1143
M&R Capital Management
New Jersey
$19K
CYG
1144
Clean Yield Group
Vermont
$18.3K
LF
1145
Lee Financial
Texas
$17.5K +$16.3K +98 +1,400%
PCM
1146
Perritt Capital Management
Illinois
$16.8K
SCA
1147
Stuart Chaussee & Associates
California
$16.2K
DWMG
1148
DB Wealth Management Group
California
$16K
RFG
1149
RFP Financial Group
Georgia
$16K
ADL
1150
Asset Dedication LLC
California
$15K