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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 %
CTWM
1326
Cherry Tree Wealth Management
Minnesota
$26.6K
HT
1327
Headlands Technologies
Illinois
$26.6K +$26.6K +129 New
PSB
1328
Piscataqua Savings Bank
New Hampshire
$26.6K -$20.6K -100 -44%
MAM
1329
Meeder Asset Management
Ohio
$25.5K +$25.5K +124 New
NL
1330
NVWM LLC
Pennsylvania
$24.9K +$412 +2 +2%
ITIM
1331
Indiana Trust & Investment Management
Indiana
$24.7K +$24.7K +120 New
AS
1332
Altshuler Shaham
Israel
$24.5K -$2.27K -11 -8%
FFO
1333
Fortitude Family Office
Arizona
$24.3K +$8.65K +42 +55%
ADL
1334
Asset Dedication LLC
California
$24K
VNA
1335
Valley National Advisers
Pennsylvania
$23K -$3.37K -17 -13%
RFG
1336
REAP Financial Group
Texas
$23K -$4.14K -20 -15%
AP
1337
Atwood & Palmer
Missouri
$22.5K +$14.4K +70 +179%
AWM
1338
Abound Wealth Management
Tennessee
$22K +$206 +1 +0.9%
KFI
1339
Key Financial Inc
Pennsylvania
$21.2K
PCM
1340
Perritt Capital Management
Illinois
$20.9K
FFA
1341
First Foundation Advisors
California
$20.4K
SC
1342
Steph & Co
Wisconsin
$20K +$20K +97 New
W
1343
WealthCollab
Washington
$19.6K -$13K -63 -40%
SGC
1344
Slocum, Gordon & Co
Rhode Island
$18.5K
MFT
1345
Moisand Fitzgerald Tamayo
Florida
$18.3K
WWP
1346
WR Wealth Planners
Missouri
$18.1K +$18.1K +88 New
AIM
1347
Anchor Investment Management
South Carolina
$18.1K +$18.1K +88 New
NFSG
1348
Newbridge Financial Services Group
Florida
$18K +$18K +87 New
FCA
1349
FinTrust Capital Advisors
South Carolina
$17.5K -$2.47K -12 -12%
TWD
1350
True Wealth Design
Ohio
$17.5K