MMC icon

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 %
RS
1301
Rakuten Securities
Japan
$9.85K +$9.85K +52 New
MWM
1302
Mascoma Wealth Management
New Hampshire
$9.47K -$2.08K -11 -18%
RDFA
1303
Ritter Daniher Financial Advisory
Ohio
$9.47K
RFS
1304
Richardson Financial Services
Massachusetts
$9.47K +$9.47K +50 New
PWA
1305
Provenance Wealth Advisors
Florida
$8.91K +$4.17K +22 +88%
ANBT
1306
American National Bank & Trust
Texas
$8.72K
PCMC
1307
Planning Capital Management Corporation
Pennsylvania
$8.72K +$8.72K +46 New
HWM
1308
Horizons Wealth Management
North Carolina
$8.34K
RTL
1309
Red Tortoise LLC
Georgia
$8.15K
FWM
1310
FSA Wealth Management
Massachusetts
$8K +$8K +42 New
AP
1311
Atwood & Palmer
Missouri
$7.39K
MIA
1312
MeadowBrook Investment Advisors
Michigan
$6.82K +$6.82K +36 New
CCMI
1313
Creative Capital Management Investments
California
$6.63K
TFM
1314
TFC Financial Management
Massachusetts
$6.44K
AW
1315
Avion Wealth
Texas
$6K -$353 -2 -6%
AA
1316
AlphaMark Advisors
Kentucky
$6K +$6K +30 New
LWANC
1317
Laurel Wealth Advisors (North Carolina)
North Carolina
$5.69K -$27.1K -143 -83%
SIC
1318
SJS Investment Consulting
Ohio
$5.69K +$190 +1 +3%
DIP
1319
DT Investment Partners
Pennsylvania
$5.6K
FRA
1320
Frank Rimerman Advisors
California
$5.5K +$5.5K +29 New
TC
1321
Tacita Capital
Ontario, Canada
$5.5K +$5.5K +29 New
DPW
1322
DiNuzzo Private Wealth
Pennsylvania
$4.93K +$4.93K +26 New
SIC
1323
Salem Investment Counselors
North Carolina
$4.74K -$2.08K -11 -31%
LTI
1324
Laffer Tengler Investments
Tennessee
$4.74K +$4.74K +25 New
RWPA
1325
Richard W. Paul & Associates
Michigan
$4.55K