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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 %
MWM
1376
Mascoma Wealth Management
New Hampshire
$10.3K
RDFA
1377
Ritter Daniher Financial Advisory
Ohio
$10.3K
LF
1378
LifeSteps Financial
California
$9.48K +$9.48K +46 New
SIC
1379
Salem Investment Counselors
North Carolina
$9.27K +$4.12K +20 +80%
AW
1380
Avion Wealth
Texas
$9K +$1.15K +5 +15%
RTL
1381
Red Tortoise LLC
Georgia
$8.86K
WCM
1382
Westend Capital Management
California
$8.86K +$8.86K +43 New
FWM
1383
FSA Wealth Management
Massachusetts
$8.65K
RS
1384
Rakuten Securities
Japan
$8.45K -$2.27K -11 -21%
HWM
1385
Horizons Wealth Management
North Carolina
$8.34K
GFPC
1386
Global Financial Private Client
Florida
$8.16K +$8.16K +40 New
BL
1387
BFSG LLC
California
$8.03K +$8.03K +39 New
TFM
1388
TFC Financial Management
Massachusetts
$7.42K +$412 +2 +6%
MIA
1389
MeadowBrook Investment Advisors
Michigan
$7.42K
CCMI
1390
Creative Capital Management Investments
California
$7.21K
FPB
1391
First PREMIER Bank
South Dakota
$7K +$7K +36 New
RWA
1392
Redmont Wealth Advisors
Illinois
$6.8K +$6.8K +33 New
FGAM
1393
Financial Gravity Asset Management
Texas
$6.77K +$6.77K +32 New
LWANC
1394
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.18K
SIC
1395
SJS Investment Consulting
Ohio
$5.97K -$206 -1 -3%
DIP
1396
DT Investment Partners
Pennsylvania
$5.97K
FRA
1397
Frank Rimerman Advisors
California
$5.97K
TC
1398
Tacita Capital
Ontario, Canada
$5.97K
FFC
1399
First Financial Corp
Indiana
$5.77K -$45.1K -219 -89%
VWA
1400
Valued Wealth Advisors
Utah
$5.56K +$1.85K +9 +50%