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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 %
OC
1351
Oakworth Capital
Alabama
$17.5K
CYG
1352
Clean Yield Group
Vermont
$17.5K
FPFS
1353
First Personal Financial Services
North Carolina
$16.5K
CA
1354
Crewe Advisors
Utah
$16.5K +$16.5K +80 New
FPF
1355
First Pacific Financial
Washington
$16.3K
LI
1356
LRI Investments
Florida
$16.1K +$16.1K +78 New
GG
1357
Gleason Group
Kentucky
$15.5K
AIM
1358
Arcadia Investment Management
Michigan
$15.2K
CWM
1359
Cedar Wealth Management
California
$14.6K +$14.6K +71 New
SVCP
1360
Silicon Valley Capital Partners
California
$14.6K
CHA
1361
Carmichael Hill & Associates
Maryland
$14.4K
SIS
1362
Sound Income Strategies
Florida
$13.6K
AP
1363
Aspect Partners
Virginia
$13.4K +$206 +1 +2%
CBT
1364
Central Bank & Trust
Kentucky
$13.4K
TLA
1365
Tanglewood Legacy Advisors
Texas
$12.6K
PK
1366
Pflug Koory
Nebraska
$12.6K
CAM
1367
Creekmur Asset Management
Illinois
$12.6K +$12.6K +61 New
NCM
1368
Northwest Capital Management
Oregon
$11.9K
PAM
1369
Palisade Asset Management
Minnesota
$11.7K +$11.7K +57 New
EWM
1370
Evermay Wealth Management
Virginia
$11.3K -$824 -4 -7%
TFA
1371
Toth Financial Advisory
Virginia
$11.3K
CT
1372
Clearstead Trust
Maine
$11.3K
RFS
1373
Richardson Financial Services
Massachusetts
$11.3K +$1.03K +5 +10%
PCMC
1374
Planning Capital Management Corporation
Pennsylvania
$11.3K +$1.85K +9 +20%
FIM
1375
FWL Investment Management
Texas
$10.7K