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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 %
STB
1351
S&T Bank
Pennsylvania
$91.3K +$91.3K +430 New
PAI
1352
Pittenger & Anderson Inc
Nebraska
$91.1K -$4.25K -20 -4%
NECFA
1353
New England Capital Financial Advisors
Connecticut
$90.6K -$6.38K -30 -7%
KA
1354
Kozak & Associates
Colorado
$88.7K -$2.96K -14 -3%
DFA
1355
DHJJ Financial Advisors
Illinois
$87.1K
AA
1356
Addison Advisors
Vermont
$86.9K +$25.3K +119 +41%
AA
1357
Ancora Advisors
Ohio
$85.2K +$425 +2 +0.5%
EAM
1358
Empirical Asset Management
Massachusetts
$83.7K +$18.7K +5,126 +29%
HWA
1359
Heritage Wealth Advisors
Virginia
$83.7K +$1.27K +6 +2%
CAWM
1360
Capital A Wealth Management
Pennsylvania
$81.1K +$81.1K +382 New
SCA
1361
Stuart Chaussee & Associates
California
$79.4K
CWM
1362
Centricity Wealth Management
Ohio
$79K +$79K +372 New
SCM
1363
Silvant Capital Management
Georgia
$76K
AGWCA
1364
Annis Gardner Whiting Capital Advisors
Florida
$75.4K -$8.92K -42 -11%
MAM
1365
Morse Asset Management
Connecticut
$70.9K
DWA
1366
Dougherty Wealth Advisers
Minnesota
$70.9K
QC
1367
Quent Capital
New York
$70.3K +$637 +3 +0.9%
WB
1368
Webster Bank
Connecticut
$69.7K
AT
1369
Arlington Trust
Alabama
$69.5K
SSB
1370
Sandy Spring Bank
Maryland
$67.1K -$9.35K -44 -12%
DF
1371
Dunhill Financial
United Kingdom
$66.8K +$5.3K +25 +9%
HWM
1372
HighMark Wealth Management
Minnesota
$65.3K
LCM
1373
Logan Capital Management
Pennsylvania
$65K +$850 +4 +1%
FFC
1374
First Financial Corp
Indiana
$64.4K +$64.4K +303 New
CCC
1375
Chelsea Counsel Company
California
$63.7K