MMC icon

Marsh & McLennan

1,282 hedge funds and large institutions have $82.3B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 457 increasing their positions, 491 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,282
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.44%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
114
Increased
457
Reduced
491
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SWA
1176
Sutton Wealth Advisors
Florida
$37.1K +$3.24K +17 +10%
IFAM
1177
Institutional & Family Asset Management
Colorado
$36.2K -$2.28K -12 -6%
CAL
1178
Capital Advisors Ltd
Ohio
$36K
C
1179
Covestor
United Kingdom
$33K -$194 -1 -0.6%
LWANC
1180
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.8K +$27.1K +143 +477%
RW
1181
RVW Wealth
California
$32.2K +$32.2K +169 New
CAL
1182
Capital Analysts LLC
Pennsylvania
$32K +$7.34K +39 +30%
CH
1183
Canton Hathaway
Rhode Island
$31K
ACA
1184
Atlas Capital Advisors
Wyoming
$30.1K
RFA
1185
Resurgent Financial Advisors
Georgia
$29.7K -$34.4K -181 -54%
CPG
1186
Cornerstone Planning Group
New Jersey
$29.3K -$6.09K -32 -17%
DWA
1187
Delos Wealth Advisors
Texas
$28.7K
OIAM
1188
OFI Invest Asset Management
France
$28.4K +$28.4K +158 New
HL
1189
HeadInvest LLC
Maine
$28.3K +$28.3K +150 New
FCA
1190
FinTrust Capital Advisors
South Carolina
$28.2K +$952 +5 +3%
EWP
1191
Elevation Wealth Partners
California
$28K
JWA
1192
JFS Wealth Advisors
Pennsylvania
$28K
AS
1193
Altshuler Shaham
Israel
$26.6K +$26.6K +140 New
AWM
1194
Avior Wealth Management
Nebraska
$26.4K
AT
1195
Avalon Trust
New Mexico
$26.3K
SCA
1196
Stonebridge Capital Advisors
Minnesota
$26.3K -$8.18K -43 -24%
PCFFS
1197
Pacific Center for Financial Services
California
$25.9K
SC
1198
Solstein Capital
California
$25.7K
SS
1199
Sunbelt Securities
Texas
$25.1K
CTWM
1200
Cherry Tree Wealth Management
Minnesota
$24.5K +$7.61K +40 +45%