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Marsh & McLennan

1,434 hedge funds and large institutions have $89.6B invested in Marsh & McLennan in 2024 Q1 according to their latest regulatory filings, with 176 funds opening new positions, 529 increasing their positions, 503 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,434
Holders Change
+72
Holders Change %
+5.29%
% of All Funds
20.79%
Holding in Top 10
21
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+23.53%
% of All Funds
0.3%
New
176
Increased
529
Reduced
503
Closed
82
Calls
$339M
Puts
$172M
Net Calls
+$168M
Net Calls Change
+$78.1M
Name Holding Trade Value Shares
Change
Shares
Change %
NJBEST
1126
New Jersey Better Educational Savings Trust
New Jersey
$247K
PFA
1127
Pathway Financial Advisors
Vermont
$247K
RCAG
1128
Rehmann Capital Advisory Group
Michigan
$247K -$7.21K -35 -3%
PL
1129
Perpetual Ltd
Australia
$247K
GKWIM
1130
Gerber Kawasaki Wealth & Investment Management
California
$247K +$3.3K +16 +1%
ACP
1131
Aveo Capital Partners
Colorado
$246K +$246K +1,237 New
EHC
1132
Everett Harris & Co
California
$246K
SP
1133
Systematic Portfolios
New York
$245K +$245K +1,191 New
RPC
1134
Rossmore Private Capital
Connecticut
$243K
CMBA
1135
C.M. Bidwell & Associates
Hawaii
$243K -$412 -2 -0.2%
GWANC
1136
Guardian Wealth Advisors (North Carolina)
North Carolina
$243K +$14.2K +69 +6%
RT
1137
Rockland Trust
Massachusetts
$242K -$16.1K -78 -6%
VC
1138
Vicus Capital
Pennsylvania
$241K +$241K +1,170 New
PP
1139
Paloma Partners
Connecticut
$240K -$202K -979 -46%
MIS
1140
Morningstar Investment Services
Illinois
$239K -$129K -628 -35%
HCM
1141
Hollencrest Capital Management
California
$239K
BIP
1142
Blueprint Investment Partners
North Carolina
$237K +$237K +1,152 New
APW
1143
Austin Private Wealth
Texas
$237K +$237K +1,166 New
JWCA
1144
J.W. Cole Advisors
Florida
$237K +$237K +1,149 New
LS
1145
Livforsakringsbolaget Skandia
Sweden
$236K
LFG
1146
Lockerman Financial Group
California
$234K +$234K +1,138 New
SCP
1147
Sivia Capital Partners
California
$234K +$412 +2 +0.2%
SW
1148
Schulz Wealth
Texas
$234K
PFBT
1149
Parkside Financial Bank & Trust
Missouri
$233K +$15K +73 +7%
WMA
1150
Wealth Management Associates
New Jersey
$232K -$17.3K -82 -7%