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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 %
BIA
1301
Bell Investment Advisors
California
$40.6K
RL
1302
Rogco LP
Oklahoma
$40.4K -$45.9K -223 -53%
CTA
1303
Colonial Trust Advisors
South Carolina
$40.2K +$11.9K +58 +42%
FFA
1304
Frazier Financial Advisors
Ohio
$40K +$412 +2 +1%
IFAM
1305
Institutional & Family Asset Management
Colorado
$38.9K -$206 -1 -0.5%
KC
1306
Kepos Capital
New York
$36K -$5.49K -27 -13%
DMIC
1307
Dixon Mitchell Investment Counsel
British Columbia, Canada
$35K +$35K +170 New
GKIM
1308
GW&K Investment Management
Massachusetts
$35K -$8.39K -41 -19%
C
1309
Covestor
United Kingdom
$35K -$409 -2 -1%
CH
1310
Canton Hathaway
Rhode Island
$34K
SOW
1311
State of Wyoming
Wyoming
$32.5K -$58.1K -282 -64%
CA
1312
CoreCap Advisors
Michigan
$32.5K +$32.5K +158 New
ACA
1313
Atlas Capital Advisors
Wyoming
$32.5K
TCM
1314
Tradewinds Capital Management
Washington
$30.9K -$10.3K -50 -25%
EWP
1315
Elevation Wealth Partners
California
$30.3K
Jones Financial Companies
1316
Jones Financial Companies
Missouri
$30.1K -$23.7K -115 -44%
CPG
1317
Cornerstone Planning Group
New Jersey
$29.3K -$5.58K -28 -16%
S
1318
Sachetta
Massachusetts
$29.2K
CIR
1319
Clear Investment Research
Georgia
$28.7K -$7.24K -35 -20%
PWMG
1320
Private Wealth Management Group
New Jersey
$28.6K
AT
1321
Avalon Trust
New Mexico
$28.4K
RFG
1322
RFP Financial Group
Georgia
$28.4K -$2.06K -10 -7%
PCFFS
1323
Pacific Center for Financial Services
California
$28K
SC
1324
Solstein Capital
California
$27.8K
SS
1325
Sunbelt Securities
Texas
$27.2K