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Marsh & McLennan

1,281 hedge funds and large institutions have $82.2B invested in Marsh & McLennan in 2023 Q3 according to their latest regulatory filings, with 114 funds opening new positions, 456 increasing their positions, 491 reducing their positions, and 66 closing their positions.

Holders
1,281
Holders Change
+33
Holders Change %
+2.64%
% of All Funds
20.43%
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
456
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 %
NL
1201
NVWM LLC
Pennsylvania
$22.3K -$761 -4 -3%
ADL
1202
Asset Dedication LLC
California
$22K +$5.17K +27 +31%
CQS
1203
Credential Qtrade Securities
$21.5K
AWM
1204
Abound Wealth Management
Tennessee
$20K -$2.86K -15 -13%
KFI
1205
Key Financial Inc
Pennsylvania
$19.6K
PCM
1206
Perritt Capital Management
Illinois
$19.2K
LWA
1207
Lowe Wealth Advisors
Maryland
$19K +$19K +100 New
SFG
1208
Steward Financial Group
Texas
$19K +$4.66K +25 +32%
FPF
1209
First Pacific Financial
Washington
$18.8K +$15K +79 +395%
SCA
1210
Stuart Chaussee & Associates
California
$18.5K
DWMG
1211
DB Wealth Management Group
California
$18.3K
RFG
1212
RFP Financial Group
Georgia
$18.3K
SGC
1213
Slocum, Gordon & Co
Rhode Island
$17.1K
MFT
1214
Moisand Fitzgerald Tamayo
Florida
$16.9K
CYG
1215
Clean Yield Group
Vermont
$16.4K
OC
1216
Oakworth Capital
Alabama
$16.2K
GIA
1217
GHP Investment Advisors
Colorado
$15.7K +$1.91K +10 +14%
FPFS
1218
First Personal Financial Services
North Carolina
$15.2K
WWP
1219
WR Wealth Planners
Missouri
$14.7K +$3.81K +20 +35%
GG
1220
Gleason Group
Kentucky
$14.2K +$189 +1 +1%
AIM
1221
Arcadia Investment Management
Michigan
$14.1K
SVCP
1222
Silicon Valley Capital Partners
California
$13.4K
CHA
1223
Carmichael Hill & Associates
Maryland
$13.3K
TJHA
1224
Thomas J. Herzfeld Advisors
Florida
$12.9K
CBT
1225
Central Bank & Trust
Kentucky
$12.4K