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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 %
BSC
1251
Brown Shipley & Co
United Kingdom
$84.8K -$177K -868 -68%
DFA
1252
DHJJ Financial Advisors
Illinois
$84.5K
VIA
1253
Virtus Investment Advisers
Connecticut
$83.2K -$8.86K -43 -10%
MCM
1254
MV Capital Management
Maryland
$82K +$1.44K +7 +2%
BCMLT
1255
Beacon Capital Management LLC (Tennessee)
Tennessee
$82K +$14.8K +72 +22%
AA
1256
Ancora Advisors
Ohio
$81.4K
VCM
1257
Versant Capital Management
Arizona
$79.1K -$1.65K -8 -2%
TCOV
1258
Trust Company of Vermont
Vermont
$78.7K +$30.7K +149 +64%
TFIPS
1259
Towarzystwo Funduszy Inwestycyjnych PZU SA
$78.3K
SCA
1260
Stuart Chaussee & Associates
California
$77K
WIA
1261
Wetzel Investment Advisors
Indiana
$76.5K -$807 -4 -1%
SCM
1262
Silvant Capital Management
Georgia
$73.7K
DWA
1263
Dougherty Wealth Advisers
Minnesota
$73.1K -$18.1K -88 -20%
HWA
1264
Heritage Wealth Advisors
Virginia
$70.2K
GWM
1265
Geneos Wealth Management
Colorado
$69K -$1.65K -8 -2%
TFA
1266
Transamerica Financial Advisors
Florida
$69K -$265K -1,273 -79%
QC
1267
Quent Capital
New York
$68.2K +$9.48K +46 +16%
MFA
1268
McClarren Financial Advisors
Pennsylvania
$68K
CSC
1269
Caldwell Sutter Capital
California
$68K +$7.21K +35 +12%
WB
1270
Webster Bank
Connecticut
$67.6K +$6.39K +31 +10%
AT
1271
Arlington Trust
Alabama
$67.4K -$2.27K -11 -3%
JWM
1272
Janiczek Wealth Management
Colorado
$66.5K +$4.74K +23 +8%
TIM
1273
Tortoise Investment Management
New York
$64.3K +$206 +1 +0.3%
GAA
1274
Global Assets Advisory
Florida
$64K +$64K +13,049 New
HWM
1275
HighMark Wealth Management
Minnesota
$63.3K