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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
N
301
Natixis
France
$13M +$4.98M +25,980 +62%
FBB
302
Fulton Breakefield Broenniman
Maryland
$12.4M +$274K +1,431 +2%
LCS
303
Levin Capital Strategies
New York
$12.3M -$60.4K -315 -0.5%
BAAM
304
Baker Avenue Asset Management
California
$11.9M +$88.5K +462 +0.7%
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$11.8M +$1.55M +8,078 +15%
RJFSA
306
Raymond James Financial Services Advisors
Florida
$11.6M +$990K +5,164 +9%
OAM
307
Oppenheimer Asset Management
New York
$11.6M +$297K +1,549 +3%
PI
308
PineBridge Investments
New York
$11.6M -$29.2M -152,239 -71%
BCI
309
Brinker Capital Investments
Pennsylvania
$11.5M -$900K -4,697 -7%
OPS
310
Orion Portfolio Solutions
Nebraska
$11.5M -$900K -4,697 -7%
CVSCT
311
C.V. Starr & Co Trust
New York
$11.4M
AI
312
Atria Investments
North Carolina
$11.4M +$162K +845 +1%
WTB
313
Washington Trust Bank
Washington
$11.4M -$63.2K -330 -0.6%
Wealth Enhancement Advisory Services
314
Wealth Enhancement Advisory Services
Minnesota
$11.3M +$6.28M +32,741 +123%
TWC
315
TD Waterhouse Canada
Ontario, Canada
$11.3M +$1.57M +8,167 +19%
WCF
316
West Coast Financial
California
$11.3M +$234K +1,221 +2%
FAB
317
First American Bank
Illinois
$11.3M -$73.2K -382 -0.6%
CCFCSB
318
Cape Cod Five Cents Savings Bank
Massachusetts
$11.1M +$5.49M +28,662 +96%
Brown Advisory
319
Brown Advisory
Maryland
$11M -$203K -1,059 -2%
TI
320
Trexquant Investment
Connecticut
$11M +$4.41M +23,029 +66%
Wealthfront Advisers
321
Wealthfront Advisers
California
$10.9M +$24.3K +127 +0.2%
NAM
322
Nissay Asset Management
Japan
$10.9M +$346K +1,807 +3%
FGP
323
Foyston, Gordon, & Payne
Ontario, Canada
$10.8M +$453K +2,366 +4%
AWM
324
Apollon Wealth Management
South Carolina
$10.8M +$4.04M +21,081 +59%
WTC
325
WhitTier Trust Company
Nevada
$10.7M +$6.71K +35 +0.1%