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Marsh & McLennan

1,218 hedge funds and large institutions have $72.5B invested in Marsh & McLennan in 2023 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 457 increasing their positions, 453 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,218
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.49%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
98
Increased
457
Reduced
453
Closed
72
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1176
Atwood & Palmer
Missouri
$6.5K
HS
1177
Horan Securities
United States
$6.16K -$3.33K -20 -35%
OIS
1178
Okabena Investment Services
Minnesota
$6K +$3.66K +22 +157%
SIC
1179
Salem Investment Counselors
North Carolina
$6K +$6K +36 New
CCMI
1180
Creative Capital Management Investments
California
$5.83K
CIA
1181
Cape Investment Advisory
Georgia
$5.83K +$5.83K +35 New
CTA
1182
Colonial Trust Advisors
South Carolina
$5.66K +$999 +6 +21%
DIP
1183
DT Investment Partners
Pennsylvania
$5.26K
LWANC
1184
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
HWM
1185
Horizons Wealth Management
North Carolina
$4.66K
JFA
1186
JNBA Financial Advisors
Minnesota
$4.5K -$12.2K -73 -73%
DF
1187
DecisionPoint Financial
Arizona
$4.5K
TFM
1188
TFC Financial Management
Massachusetts
$4.5K +$1.17K +7 +35%
QL
1189
Quarry LP
New York
$4.16K +$4.16K +25 New
CBT
1190
Central Bank & Trust
Kentucky
$4.16K +$4.16K +25 New
GGI
1191
Godsey & Gibb Inc
Virginia
$4K
DI
1192
Disciplined Investments
Oklahoma
$4K
RWPA
1193
Richard W. Paul & Associates
Michigan
$4K
UFF
1194
USA Financial Formulas
Michigan
$3.83K +$3.83K +23 New
WWM
1195
Wolff Wiese Magana
California
$3.33K +$1.67K +10 +100%
GFWA
1196
Grey Fox Wealth Advisors
Delaware
$3.33K +$3.33K +20 New
SIC
1197
SJS Investment Consulting
Ohio
$3.17K -$666 -4 -17%
BCPWM
1198
Bradley & Co Private Wealth Management
Florida
$3.16K
NSIM
1199
North Star Investment Management
Illinois
$3K
LIM
1200
Longfellow Investment Management
Massachusetts
$2.83K