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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 %
TWD
1276
True Wealth Design
Ohio
$16.1K -$133K -703 -89%
CYG
1277
Clean Yield Group
Vermont
$16.1K
OC
1278
Oakworth Capital
Alabama
$16.1K
PE
1279
Point72 Europe
United Kingdom
$15.9K +$15.9K +84 New
FPFS
1280
First Personal Financial Services
North Carolina
$15.2K
FPF
1281
First Pacific Financial
Washington
$15K -$3.79K -20 -20%
FFO
1282
Fortitude Family Office
Arizona
$14.4K +$14.4K +76 New
GG
1283
Gleason Group
Kentucky
$14.2K
AIM
1284
Arcadia Investment Management
Michigan
$14K
SVCP
1285
Silicon Valley Capital Partners
California
$13.4K +$188 +1 +1%
CHA
1286
Carmichael Hill & Associates
Maryland
$13.3K
SIS
1287
Sound Income Strategies
Florida
$12.4K +$9.05K +48 +267%
CBT
1288
Central Bank & Trust
Kentucky
$12.3K
AP
1289
Aspect Partners
Virginia
$12.1K +$12.1K +64 New
TLA
1290
Tanglewood Legacy Advisors
Texas
$11.6K
PK
1291
Pflug Koory
Nebraska
$11.6K
LWA
1292
Lowe Wealth Advisors
Maryland
$11.4K -$7.58K -40 -40%
EWM
1293
Evermay Wealth Management
Virginia
$11.2K +$758 +4 +7%
LIWM
1294
Long Island Wealth Management
New York
$11K +$11K +57 New
MSWM
1295
Mowery & Schoenfeld Wealth Management
Illinois
$11K +$11K +58 New
NCM
1296
Northwest Capital Management
Oregon
$11K +$1.9K +10 +21%
CAS
1297
Coppell Advisory Solutions
Texas
$10.6K +$10.6K +56 New
TFA
1298
Toth Financial Advisory
Virginia
$10.4K
CT
1299
Clearstead Trust
Maine
$10.4K
RS
1300
Rakuten Securities
Japan
$9.85K +$9.85K +52 New