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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 %
IG
1226
ING Group
Netherlands
$12K -$1M -5,258 -99%
PK
1227
Pflug Koory
Nebraska
$11.6K
TLA
1228
Tanglewood Legacy Advisors
Texas
$11.6K
MWM
1229
Mascoma Wealth Management
New Hampshire
$11.6K +$2.09K +11 +22%
HWP
1230
Highline Wealth Partners
California
$11K +$9.9K +52 +867%
TFA
1231
Toth Financial Advisory
Virginia
$10.5K
EWM
1232
Evermay Wealth Management
Virginia
$10.5K +$10.5K +55 New
CT
1233
Clearstead Trust
Maine
$10.5K +$10.5K +55 New
RDFA
1234
Ritter Daniher Financial Advisory
Ohio
$9.52K -$2.86K -15 -23%
NCM
1235
Northwest Capital Management
Oregon
$9.13K
ANBT
1236
American National Bank & Trust
Texas
$8.75K +$8.75K +46 New
HWM
1237
Horizons Wealth Management
North Carolina
$8.37K
RTL
1238
Red Tortoise LLC
Georgia
$8.18K
BFP
1239
Briaud Financial Planning
Texas
$8K +$8K +44 New
AP
1240
Atwood & Palmer
Missouri
$7.42K
VAG
1241
VisionPoint Advisory Group
Texas
$7.23K +$7.23K +38 New
SIC
1242
Salem Investment Counselors
North Carolina
$6.85K
CCMI
1243
Creative Capital Management Investments
California
$6.66K
TFM
1244
TFC Financial Management
Massachusetts
$6.47K
SR
1245
Syntax Research
Florida
$6.28K +$6.28K +33 New
AW
1246
Avion Wealth
Texas
$6K +$1.33K +8 +29%
VNA
1247
Valley National Advisers
Pennsylvania
$6K +$3.4K +17 +131%
DIP
1248
DT Investment Partners
Pennsylvania
$5.52K
SIC
1249
SJS Investment Consulting
Ohio
$5.52K +$1.14K +6 +26%
DF
1250
DecisionPoint Financial
Arizona
$5.14K