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Marriott International

1,402 hedge funds and large institutions have $43B invested in Marriott International in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 469 increasing their positions, 505 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 77

32% more call options, than puts

Call options by funds: $1B | Put options by funds: $760M

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

4% more funds holding

Funds holding: 1,3431,402 (+59)

5% more capital invested

Capital invested by funds: $41.1B → $43B (+$1.99B)

7% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 505

2.65% less ownership

Funds ownership: 61.91%59.26% (-2.7%)

Holders
1,402
Holders Change
+59
Holders Change %
+4.39%
% of All Funds
20.2%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
154
Increased
469
Reduced
505
Closed
77
Calls
$1B
Puts
$760M
Net Calls
+$241M
Net Calls Change
+$544M
Name Holding Trade Value Shares
Change
Change in
Stake
GSB
701
Greenfield Savings Bank
Massachusetts
$871K +$4.12K +17 +0.5%
AIM
702
Avity Investment Management
Connecticut
$864K
CDH
703
Charles D. Hyman
$864K
SWM
704
Shakespeare Wealth Management
Wisconsin
$858K +$484 +2 +0.1%
NPP
705
New Potomac Partners
Maryland
$858K -$72.7K -300 -8%
BFS
706
Bradley Foster & Sargent
Connecticut
$853K -$128K -530 -14%
IIM
707
InTrack Investment Management
Vermont
$852K -$24.2K -100 -3%
KMWM
708
Keudell/Morrison Wealth Management
Oregon
$845K -$5.33K -22 -0.7%
BWG
709
Balanced Wealth Group
Ohio
$845K +$1.7K +7 +0.2%
PFS
710
Physicians Financial Services
North Carolina
$844K
HSA
711
HBK Sorce Advisory
Pennsylvania
$839K +$18.6K +77 +2%
ANTB
712
AMG National Trust Bank
Colorado
$832K -$4.12K -17 -0.5%
NS
713
NBC Securities
Alabama
$831K
WA
714
Waverly Advisors
Alabama
$829K +$234K +968 +42%
CAM
715
Congress Asset Management
Massachusetts
$827K
EWM
716
Evermay Wealth Management
Virginia
$825K -$5.81K -24 -0.7%
AWM
717
Accurate Wealth Management
Florida
$824K -$112K -461 -12%
CAM
718
Carret Asset Management
New York
$824K
PP
719
PFS Partners
New Jersey
$824K +$1.45K +6 +0.2%
PAS
720
Park Avenue Securities
New York
$820K +$164K +676 +26%
IIM
721
Ipswich Investment Management
Massachusetts
$818K -$30.3K -125 -4%
LSAG
722
Lake Street Advisors Group
New Hampshire
$817K -$105K -433 -12%
FC
723
Forte Capital
New York
$816K +$396K +1,634 +102%
HAG
724
HighPoint Advisor Group
Illinois
$815K -$161K -664 -16%
CA
725
Carson Advisory
Georgia
$814K -$121K -500 -13%