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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 %
TF
1226
Tompkins Financial
New York
$127K -$51.5K -250 -29%
HFM
1227
Harvest Fund Management
China
$125K -$82.7K -403 -40%
AA
1228
Addison Advisors
Vermont
$123K
BWL
1229
Bogart Wealth LLC
Virginia
$122K -$7.42K -36 -6%
RIL
1230
Rothschild Investment LLC
Illinois
$122K -$11.3K -55 -9%
TSWM
1231
Tyler-Stone Wealth Management
Ohio
$114K -$3.09K -15 -3%
AAG
1232
Armstrong Advisory Group
Massachusetts
$106K
NECFA
1233
New England Capital Financial Advisors
Connecticut
$106K -$5.97K -29 -5%
SL
1234
Salomon & Ludwin
Virginia
$105K
DWM
1235
Dogwood Wealth Management
Kansas
$103K +$20.4K +99 +25%
USB
1236
Union Savings Bank
Connecticut
$103K
CA
1237
Continuum Advisory
Idaho
$102K -$228K -1,114 -69%
FHA
1238
First Horizon Advisors
Tennessee
$102K -$3.91K -19 -4%
SSB
1239
Sandy Spring Bank
Maryland
$102K +$33K +160 +48%
MME
1240
Meag Munich Ergo
Germany
$102K -$1.3M -6,319 -93%
HIA
1241
Harbor Investment Advisory
Maryland
$96.8K +$8.86K +43 +10%
HNB
1242
Hilltop National Bank
Wyoming
$96.4K +$96.4K +468 New
EBA
1243
Eagle Bay Advisors
New York
$94.3K +$3.5K +17 +4%
JGIA
1244
Jackson Grant Investment Advisers
Connecticut
$93.3K +$412 +2 +0.4%
ICM
1245
Islay Capital Management
Texas
$92.7K
CPBTD
1246
Central Pacific Bank - Trust Division
Hawaii
$91.8K +$91.8K +450 New
HDIM
1247
Hanson & Doremus Investment Management
Vermont
$90K +$15.4K +75 +21%
PAI
1248
Pittenger & Anderson Inc
Nebraska
$88.4K
KA
1249
Kozak & Associates
Colorado
$87.1K +$11.9K +57 +16%
MSWM
1250
Mowery & Schoenfeld Wealth Management
Illinois
$85.1K +$73.1K +355 +612%