MMC icon

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 %
WSTAM
1176
Wilbanks Smith & Thomas Asset Management
Virginia
$212K -$31.3K -152 -13%
BONST
1177
Bank of Nova Scotia Trust
Ontario, Canada
$212K +$212K +1,029 New
PCH
1178
PGIM Custom Harvest
New Jersey
$211K +$211K +1,025 New
OWP
1179
Obermeyer Wealth Partners
Colorado
$211K +$211K +1,024 New
VCM
1180
Virtue Capital Management
Tennessee
$211K -$121K -606 -36%
ST
1181
Sabal Trust
Florida
$210K +$210K +1,021 New
SB
1182
Sunflower Bank
Texas
$210K +$210K +1,020 New
MIC
1183
Means Investment Company
Maine
$210K +$210K +1,019 New
APA
1184
Astoria Portfolio Advisors
New York
$210K +$210K +1,063 New
CT
1185
Colonial Trust
South Carolina
$209K -$38.5K -187 -16%
ALAM
1186
Asahi Life Asset Management
Japan
$208K +$208K +1,010 New
HI
1187
Harbour Investments
Wisconsin
$208K +$21.2K +103 +11%
RP
1188
Riverwater Partners
Wisconsin
$208K +$208K +1,008 New
VCA
1189
Verdence Capital Advisors
Maryland
$207K +$207K +1,007 New
MSWM
1190
McGlone Suttner Wealth Management
Wisconsin
$207K +$5.15K +25 +3%
AFT
1191
Alpha Family Trust
California
$207K +$207K +1,005 New
PWP
1192
PrairieView Wealth Partners
Illinois
$207K +$207K +1,003 New
RWRC
1193
R.W. Roge & Company
New York
$206K +$206K +1,000 New
KCM
1194
Kornitzer Capital Management
Kansas
$206K +$206K +1,000 New
RPSA
1195
Richard P. Slaughter Associates
Texas
$206K +$206K +1,000 New
BA
1196
Bluesphere Advisors
Pennsylvania
$206K +$206K +1,000 New
MAG
1197
Members Advisory Group
New York
$206K +$206K +1,000 New
DCM
1198
Dudley Capital Management
Virginia
$206K +$206K +1,010 New
FWP
1199
FAS Wealth Partners
Kansas
$206K +$206K +998 New
BWP
1200
BSW Wealth Partners
Colorado
$205K -$14K -68 -6%