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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 %
CWG
1151
Cornerstone Wealth Group
North Carolina
$231K +$231K +1,123 New
BMO
1152
Beck Mack & Oliver
New York
$231K
MWM
1153
Meridian Wealth Management
Kentucky
$230K +$2.88K +14 +1%
DWP
1154
Daymark Wealth Partners
Ohio
$230K +$230K +1,116 New
MC
1155
Middleton & Co
Massachusetts
$229K
RTC
1156
Riverview Trust Company
Washington
$229K
BA
1157
Bristlecone Advisors
Washington
$228K
WA
1158
Waverly Advisors
Alabama
$228K
MYIA
1159
Mount Yale Investment Advisors
Colorado
$227K -$106K -517 -32%
NC
1160
nVerses Capital
Florida
$227K +$227K +1,100 New
AIA
1161
Angeles Investment Advisors
California
$227K +$227K +1,100 New
ASG
1162
Ariston Services Group
California
$223K -$3.71K -18 -2%
SQA
1163
Simon Quick Advisors
New Jersey
$222K +$222K +1,080 New
GC
1164
Garde Capital
Washington
$222K -$85.9K -418 -28%
GFP
1165
Gryphon Financial Partners
Ohio
$221K -$11.1K -54 -5%
MPM
1166
MBB Public Markets
Illinois
$220K +$220K +1,070 New
FDCP
1167
Foster Dykema Cabot & Partners
Massachusetts
$220K
WPP
1168
Whalerock Point Partners
Rhode Island
$219K
DWM
1169
Destination Wealth Management
California
$218K -$5.36K -26 -2%
COCM
1170
Charter Oak Capital Management
New Hampshire
$216K +$216K +1,050 New
PCA
1171
Pallas Capital Advisors
Massachusetts
$216K +$216K +1,049 New
FIC
1172
Family Investment Center
Missouri
$216K +$216K +1,047 New
HCM
1173
HMS Capital Management
Tennessee
$215K +$215K +1,043 New
WF
1174
Wayfinding Financial
Washington
$213K -$8.32K -41 -4%
GBT
1175
Grove Bank & Trust
Florida
$213K