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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 %
MFA
1201
McClarren Financial Advisors
Pennsylvania
$62K
RIM
1202
Rockbridge Investment Management
New York
$60.6K +$60.6K +320 New
AGWCA
1203
Annis Gardner Whiting Capital Advisors
Florida
$60.4K -$379 -2 -0.6%
TIM
1204
Tortoise Investment Management
New York
$58.9K -$1.14K -6 -2%
HWM
1205
HighMark Wealth Management
Minnesota
$58.3K
JWM
1206
Janiczek Wealth Management
Colorado
$56.8K -$18K -95 -24%
LCM
1207
Logan Capital Management
Pennsylvania
$56.5K
A
1208
AJOVista
Massachusetts
$56.5K +$56.5K +298 New
WB
1209
Webster Bank
Connecticut
$56.3K
FMP
1210
Financial Management Professionals
Texas
$56K
CSC
1211
Caldwell Sutter Capital
California
$55.9K +$2.27K +12 +4%
PCTC
1212
Perkins Coie Trust Company
Washington
$55.9K -$6.06K -32 -10%
QL
1213
Quarry LP
New York
$55.3K -$53.8K -284 -49%
JFGIW
1214
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.9K +$2.27K +12 +4%
TCA
1215
Trifecta Capital Advisors
Illinois
$54.8K
QC
1216
Quent Capital
New York
$54K +$7.2K +38 +15%
DF
1217
Dunhill Financial
United Kingdom
$53.2K +$53.2K +281 New
JWA
1218
JFS Wealth Advisors
Pennsylvania
$51.2K +$23.3K +123 +84%
Jones Financial Companies
1219
Jones Financial Companies
Missouri
$49.5K -$3.03K -16 -6%
HGA
1220
Hobbs Group Advisors
South Carolina
$48.4K +$48.4K +255 New
FFC
1221
First Financial Corp
Indiana
$46.8K
OA
1222
Operose Advisors
Wisconsin
$45.5K -$29.4K -155 -39%
SPWM
1223
Spartan Planning & Wealth Management
North Carolina
$44.5K -$208K -1,097 -82%
TCOV
1224
Trust Company of Vermont
Vermont
$44.1K -$189 -1 -0.4%
NRG
1225
Nemes Rush Group
Michigan
$43.8K