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Marsh & McLennan

1,560 hedge funds and large institutions have $94.2B invested in Marsh & McLennan in 2024 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 636 increasing their positions, 494 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,560
Holders Change
+45
Holders Change %
+2.97%
% of All Funds
20.76%
Holding in Top 10
20
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-16.67%
% of All Funds
0.27%
New
186
Increased
636
Reduced
494
Closed
108
Calls
$106M
Puts
$107M
Net Calls
-$1.88M
Net Calls Change
-$5.94M
Name Holding Trade Value Shares
Change
Shares
Change %
PSFG
1326
Park Square Financial Group
Georgia
$136K +$136K +639 New
BWL
1327
Bogart Wealth LLC
Virginia
$131K +$7.65K +36 +6%
FHA
1328
First Horizon Advisors
Tennessee
$127K +$15.7K +74 +14%
MDA
1329
Minot DeBlois Advisors
Massachusetts
$126K +$126K +595 New
ECM
1330
Eisler Capital Management
United Kingdom
$124K +$124K +587 New
MSWM
1331
Mowery & Schoenfeld Wealth Management
Illinois
$123K +$35.7K +168 +41%
AIP
1332
Arrowpoint Investment Partners
Singapore
$121K +$121K +572 New
AAG
1333
Armstrong Advisory Group
Massachusetts
$119K
TIM
1334
Tortoise Investment Management
New York
$118K +$27.4K +129 +30%
WTA
1335
Washington Trust Advisors
Massachusetts
$117K
AIM
1336
Anchor Investment Management
South Carolina
$110K
USB
1337
Union Savings Bank
Connecticut
$109K
WA
1338
Whipplewood Advisors
Colorado
$107K +$107K +505 New
TF
1339
Tompkins Financial
New York
$107K
BCMLT
1340
Beacon Capital Management LLC (Tennessee)
Tennessee
$104K +$19.8K +93 +23%
TFIPS
1341
Towarzystwo Funduszy Inwestycyjnych PZU SA
$102K
S
1342
Sachetta
Massachusetts
$101K +$58.6K +276 +137%
JFGIW
1343
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$101K +$13.3K +61 +15%
BC
1344
Bayforest Capital
United Kingdom
$99.4K +$99.4K +468 New
RFS
1345
Richardson Financial Services
Massachusetts
$97.7K +$39.4K +186 +68%
EBA
1346
Eagle Bay Advisors
New York
$97.3K -$2.55K -12 -3%
JGIA
1347
Jackson Grant Investment Advisers
Connecticut
$97.2K +$425 +2 +0.4%
HIA
1348
Harbor Investment Advisory
Maryland
$96.6K
ICM
1349
Islay Capital Management
Texas
$95.6K
MCM
1350
MV Capital Management
Maryland
$94.7K -$425 -2 -0.4%