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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 %
GFP
1126
Gryphon Financial Partners
Ohio
$203K +$12K +67 +6%
FFA
1127
Founders Financial Alliance
North Carolina
$203K +$203K +1,069 New
FDCP
1128
Foster Dykema Cabot & Partners
Massachusetts
$202K +$202K +1,068 New
BWP
1129
BSW Wealth Partners
Colorado
$202K +$2.08K +11 +1%
WPP
1130
Whalerock Point Partners
Rhode Island
$201K
PFBT
1131
Parkside Financial Bank & Trust
Missouri
$201K -$6.06K -32 -3%
GBT
1132
Grove Bank & Trust
Florida
$196K -$8.53K -45 -4%
HFM
1133
Harvest Fund Management
China
$192K -$453K -2,387 -70%
MAM
1134
Magellan Asset Management
Australia
$186K
MSWM
1135
McGlone Suttner Wealth Management
Wisconsin
$186K +$186K +980 New
GI
1136
Gradient Investments
Minnesota
$183K +$42.4K +224 +30%
CFO
1137
CVA Family Office
Colorado
$172K +$172K +910 New
HI
1138
Harbour Investments
Wisconsin
$172K +$12.1K +64 +8%
KLWA
1139
Kelly Lawrence W & Associates
California
$171K
BWP
1140
Baldwin Wealth Partners
Massachusetts
$166K -$7.77K -41 -4%
TF
1141
Tompkins Financial
New York
$164K +$47.4K +250 +40%
CCM
1142
Chilton Capital Management
Texas
$157K +$5.68K +30 +4%
KFS
1143
Kelly Financial Services
Massachusetts
$156K +$1.33K +7 +0.9%
Group One Trading
1144
Group One Trading
Illinois
$154K +$154K +812 New
DJSG
1145
D.J. St. Germain
Massachusetts
$152K +$19.3K +102 +15%
BCM
1146
Bourgeon Capital Management
Connecticut
$145K
IBOK
1147
Independence Bank of Kentucky
Kentucky
$132K +$59.7K +315 +83%
WTG
1148
West Tower Group
Virginia
$130K +$33K +174 +34%
WTA
1149
Washington Trust Advisors
Massachusetts
$129K
HB
1150
Horizon Bancorp
Indiana
$123K +$4.93K +26 +4%