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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 %
RFG
1251
RFP Financial Group
Georgia
$28K +$9.85K +52 +54%
EWP
1252
Elevation Wealth Partners
California
$28K
PWMG
1253
Private Wealth Management Group
New Jersey
$26.3K +$26.3K +139 New
AWM
1254
Avior Wealth Management
Nebraska
$26.3K
AT
1255
Avalon Trust
New Mexico
$26.1K
CTA
1256
Colonial Trust Advisors
South Carolina
$26K +$3.41K +18 +15%
PCFFS
1257
Pacific Center for Financial Services
California
$25.8K
SC
1258
Solstein Capital
California
$25.6K
SS
1259
Sunbelt Securities
Texas
$25K
VNA
1260
Valley National Advisers
Pennsylvania
$25K +$19.4K +103 +343%
RFG
1261
REAP Financial Group
Texas
$24.9K +$24.9K +131 New
AS
1262
Altshuler Shaham
Israel
$24.6K -$1.9K -10 -7%
CTWM
1263
Cherry Tree Wealth Management
Minnesota
$24.4K
Citadel Advisors
1264
Citadel Advisors
Florida
$23.5K -$22.1M -116,805 -100%
NL
1265
NVWM LLC
Pennsylvania
$22.5K +$379 +2 +2%
ADL
1266
Asset Dedication LLC
California
$22K
AWM
1267
Abound Wealth Management
Tennessee
$20.1K +$190 +1 +1%
KFI
1268
Key Financial Inc
Pennsylvania
$19.5K
PCM
1269
Perritt Capital Management
Illinois
$19.1K
FCAS
1270
First Command Advisory Services
Texas
$18.9K +$18.9K +100 New
FFA
1271
First Foundation Advisors
California
$18.8K -$189K -998 -91%
FCA
1272
FinTrust Capital Advisors
South Carolina
$18.4K -$9.66K -51 -34%
DWMG
1273
DB Wealth Management Group
California
$18.2K
SGC
1274
Slocum, Gordon & Co
Rhode Island
$17.1K
MFT
1275
Moisand Fitzgerald Tamayo
Florida
$16.9K