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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
19.97%
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 %
EBA
1176
Eagle Bay Advisors
New York
$83.6K -$1.71K -9 -2%
SOW
1177
State of Wyoming
Wyoming
$83.4K +$83.4K +440 New
PAI
1178
Pittenger & Anderson Inc
Nebraska
$81.3K -$37.9K -200 -32%
HIA
1179
Harbor Investment Advisory
Maryland
$80.9K
GEA
1180
Glen Eagle Advisors
New Jersey
$80.5K
RL
1181
Rogco LP
Oklahoma
$79.4K
DFA
1182
DHJJ Financial Advisors
Illinois
$77.7K
DWM
1183
Dogwood Wealth Management
Kansas
$76.4K +$76.4K +403 New
AA
1184
Ancora Advisors
Ohio
$74.8K
VCM
1185
Versant Capital Management
Arizona
$74.3K +$947 +5 +1%
MCM
1186
MV Capital Management
Maryland
$74.1K +$2.08K +11 +3%
Loomis, Sayles & Company
1187
Loomis, Sayles & Company
Massachusetts
$73K +$3.97K +21 +6%
WIA
1188
Wetzel Investment Advisors
Indiana
$73K +$73K +383 New
TFIPS
1189
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72K +$72K +380 New
SCA
1190
Stuart Chaussee & Associates
California
$70.9K +$52.5K +277 +286%
DCP
1191
DSM Capital Partners
Florida
$70.5K +$70.5K +372 New
KA
1192
Kozak & Associates
Colorado
$70.4K +$196 +1 +0.3%
HDIM
1193
Hanson & Doremus Investment Management
Vermont
$69K
SCM
1194
Silvant Capital Management
Georgia
$67.8K
SA
1195
Scarborough Advisors
Maryland
$65.2K +$65.2K +344 New
GWM
1196
Geneos Wealth Management
Colorado
$65K +$2.46K +13 +4%
HWA
1197
Heritage Wealth Advisors
Virginia
$64.6K -$2.39M -12,611 -97%
AT
1198
Arlington Trust
Alabama
$64K +$21.4K +113 +50%
SSB
1199
Sandy Spring Bank
Maryland
$63.3K +$6.44K +34 +11%
BCMLT
1200
Beacon Capital Management LLC (Tennessee)
Tennessee
$62K