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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1126
Aster Capital Management
United Arab Emirates
$320K +$161K +756 +101%
FHA
1127
Flagship Harbor Advisors
Massachusetts
$319K -$21.2K -100 -6%
SIM
1128
Stratos Investment Management
Ohio
$319K -$21K -99 -6%
YIM
1129
Yoffe Investment Management
Pennsylvania
$319K +$319K +1,500 New
DMBA
1130
Deseret Mutual Benefit Administrators
Utah
$318K +$1.06K +5 +0.3%
JWCA
1131
J.W. Cole Advisors
Florida
$317K +$88.1K +415 +38%
BCG
1132
Breakwater Capital Group
New Jersey
$314K -$850 -4 -0.3%
LC
1133
Lindbrook Capital
California
$312K +$425 +2 +0.1%
DWM
1134
Drive Wealth Management
Utah
$310K +$4.25K +20 +1%
APW
1135
Austin Private Wealth
Texas
$310K +$47.4K +223 +18%
Fayez Sarofim & Co
1136
Fayez Sarofim & Co
Texas
$308K
RT
1137
Rockland Trust
Massachusetts
$307K -$17K -80 -5%
PWMG
1138
Prestige Wealth Management Group
New Jersey
$306K +$15.5K +73 +5%
WCM
1139
WealthBridge Capital Management
Ohio
$306K +$69.9K +329 +30%
RCAG
1140
Rehmann Capital Advisory Group
Michigan
$305K +$8.08K +38 +3%
UB
1141
Umpqua Bank
Oregon
$305K +$4.27K +20 +1%
BI
1142
Bolthouse Investments
California
$305K +$305K +1,436 New
BONH
1143
Bank of New Hampshire
New Hampshire
$305K
PP
1144
PFS Partners
New Jersey
$305K
MCCP
1145
Mission Creek Capital Partners
California
$304K
AWM
1146
Angeles Wealth Management
California
$304K -$33.1K -156 -10%
XT
1147
XTX Topco
Cayman Islands
$304K +$304K +1,429 New
SW
1148
Simplicity Wealth
New Jersey
$303K +$50.8K +239 +20%
SIM
1149
Synergy Investment Management
Florida
$303K +$303K +1,427 New
DI
1150
Diligent Investors
California
$303K