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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 Market Value Shares Shares
Change
Shares
Change %
JFA
1251
JNBA Financial Advisors
Minnesota
$5.14K 27 +27 New
PWA
1252
Provenance Wealth Advisors
Florida
$4.76K 25 +25 New
RWPA
1253
Richard W. Paul & Associates
Michigan
$4.57K 24
IHWM
1254
Iron Horse Wealth Management
Iowa
$4.57K 24 +24 New
UFF
1255
USA Financial Formulas
Michigan
$4.38K 23
RAM
1256
Riggs Asset Management
Pennsylvania
$4.38K 23
TFGT
1257
TS Financial Group (TSFG)
Illinois
$4K 21
HBW
1258
Hazlett, Burt & Watson
West Virginia
$4K 21 +8 +62%
WWM
1259
Wolff Wiese Magana
California
$3.81K 20
FWM
1260
Focused Wealth Management
New York
$3.63K 19 -19 -50%
BCPWM
1261
Bradley & Co Private Wealth Management
Florida
$3.62K 19
SIS
1262
Sound Income Strategies
Florida
$3.43K 18
NSIM
1263
North Star Investment Management
Illinois
$3.43K 18
IPW
1264
Impact Partnership Wealth
Georgia
$3.24K 17 -87 -84%
LIM
1265
Longfellow Investment Management
Massachusetts
$3.24K 17
OLVIG
1266
Oliver Lagore Vanvalin Investment Group
Michigan
$3.24K 17 +17 New
ECM
1267
Everence Capital Management
Indiana
$2.69K 14,120
AWA
1268
Authentikos Wealth Advisory
California
$2.66K 14 +14 New
HWP
1269
Hibernia Wealth Partners
Louisiana
$2.47K 13 +13 New
SWM
1270
Sanctuary Wealth Management
Idaho
$2.09K 11
BWM
1271
Baystate Wealth Management
Massachusetts
$2.07K 10 -32 -76%
SSG
1272
Summit Securities Group
New York
$2K 13 -633 -98%
HGERS
1273
Householder Group Estate & Retirement Specialist
Arizona
$1.52K 8 +8 New
RFA
1274
Register Financial Advisors
Georgia
$1.34K 7 +7 New
CA
1275
Centerpoint Advisors
Massachusetts
$1K 6