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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 %
KC
1201
Kingfisher Capital
North Carolina
$205K +$205K +995 New
SIA
1202
Soltis Investment Advisors
Utah
$205K +$205K +993 New
SFG
1203
Summit Financial Group
West Virginia
$205K +$205K +993 New
BCG
1204
BayBridge Capital Group
California
$204K +$204K +1,015 New
ABC
1205
Associated Banc-Corp
Wisconsin
$203K +$203K +986 New
RPWA
1206
Regent Peak Wealth Advisors
Georgia
$202K +$202K +980 New
WA
1207
Wealthstream Advisors
New York
$202K -$91.9K -446 -31%
FCM
1208
Fourpath Capital Management
Oklahoma
$202K +$202K +979 New
FH
1209
FWG Holdings
Florida
$202K +$202K +984 New
NCTC
1210
New Covenant Trust Company
Indiana
$187K +$187K +906 New
CFO
1211
CVA Family Office
Colorado
$186K -$1.65K -8 -0.9%
BWP
1212
Baldwin Wealth Partners
Massachusetts
$180K
CCM
1213
Chilton Capital Management
Texas
$177K +$6.39K +31 +4%
ANBT
1214
American National Bank & Trust
Texas
$176K +$166K +808 +1,757%
KFS
1215
Kelly Financial Services
Massachusetts
$170K +$618 +3 +0.4%
DJSG
1216
D.J. St. Germain
Massachusetts
$165K
HB
1217
Horizon Bancorp
Indiana
$164K +$30.6K +149 +23%
IBOK
1218
Independence Bank of Kentucky
Kentucky
$152K +$9.06K +44 +6%
BGAI
1219
Bruce G. Allen Investments
Colorado
$145K +$13.6K +66 +10%
GI
1220
Gradient Investments
Minnesota
$143K -$56.6K -275 -28%
WTA
1221
Washington Trust Advisors
Massachusetts
$141K
AGWCA
1222
Annis Gardner Whiting Capital Advisors
Florida
$140K +$74.2K +360 +113%
RCM
1223
Raleigh Capital Management
North Carolina
$133K +$29.1K +141 +28%
MHR
1224
Matthew Hamilton Rosenberg
$131K
NS
1225
NBC Securities
Alabama
$128K +$3.7K +18 +3%