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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 %
RIL
1151
Rothschild Investment LLC
Illinois
$122K +$122K +645 New
MHR
1152
Matthew Hamilton Rosenberg
$122K
BGAI
1153
Bruce G. Allen Investments
Colorado
$121K +$121K +640 New
BWL
1154
Bogart Wealth LLC
Virginia
$119K
TWM
1155
Tradition Wealth Management
Minnesota
$117K +$380 +2 +0.3%
NS
1156
NBC Securities
Alabama
$114K -$6.23K -33 -5%
AA
1157
Addison Advisors
Vermont
$113K +$28.4K +150 +34%
PMEF
1158
Point72 Middle East FZE
United Arab Emirates
$110K +$110K +583 New
JSAM
1159
J. Safra Asset Management
New York
$110K -$30.3K -160 -22%
TSWM
1160
Tyler-Stone Wealth Management
Ohio
$108K
AAG
1161
Armstrong Advisory Group
Massachusetts
$106K
NECFA
1162
New England Capital Financial Advisors
Connecticut
$103K
IRC
1163
Investors Research Corp
Georgia
$99.1K
FHA
1164
First Horizon Advisors
Tennessee
$97.6K +$11.7K +62 +14%
SL
1165
Salomon & Ludwin
Virginia
$97.4K
RCM
1166
Raleigh Capital Management
North Carolina
$95.4K +$8.14K +43 +9%
USB
1167
Union Savings Bank
Connecticut
$94.9K
CCC
1168
Chelsea Counsel Company
California
$94.7K -$80.5K -425 -46%
NFA
1169
Northwest Financial Advisors
Virginia
$93.4K +$93.4K +493 New
TCWA
1170
Turtle Creek Wealth Advisors
Texas
$86.8K +$86.8K +458 New
EC
1171
EntryPoint Capital
New York
$86K +$86K +454 New
JGIA
1172
Jackson Grant Investment Advisers
Connecticut
$85.5K +$190 +1 +0.2%
ICM
1173
Islay Capital Management
Texas
$85.3K
VIA
1174
Virtus Investment Advisers
Connecticut
$84.7K
DWA
1175
Dougherty Wealth Advisers
Minnesota
$83.9K