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MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
351
Bank of Nova Scotia
Ontario, Canada
$6.48M -$13.6M -81,704 -68%
BFM
352
Boothbay Fund Management
New York
$6.47M +$6.47M +38,851 New
CG
353
Colony Group
Massachusetts
$6.44M -$490K -2,941 -7%
ROC
354
Running Oak Capital
Minnesota
$6.39M -$79.8K -479 -1%
OPERF
355
Oregon Public Employees Retirement Fund
Oregon
$6.39M -$304K -1,822 -5%
EWA
356
Exencial Wealth Advisors
Oklahoma
$6.36M +$208K +1,249 +3%
William Blair & Company
357
William Blair & Company
Illinois
$6.33M +$394K +2,363 +7%
VPIM
358
Vanguard Personalized Indexing Management
California
$6.19M +$594K +3,563 +11%
AIM
359
Aigen Investment Management
New York
$6.18M +$408K +2,451 +7%
BVDMP
360
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$6.13M +$1,000K +6,000 +18%
BSI
361
Bennett Selby Investments
Maine
$6.07M
CCFCSB
362
Cape Cod Five Cents Savings Bank
Massachusetts
$5.94M +$73.5K +441 +1%
AWM
363
Apollon Wealth Management
South Carolina
$5.93M -$88.6K -532 -1%
JF
364
Jump Financial
Illinois
$5.91M +$3.28M +19,710 +125%
CGH
365
Crossmark Global Holdings
Texas
$5.78M +$21.8K +131 +0.4%
AAM
366
Auxier Asset Management
Oregon
$5.78M -$1.67K -10 -0%
WA
367
Watchtower Advisors
Connecticut
$5.66M
CM
368
Churchill Management
California
$5.63M -$96.5K -579 -2%
AT
369
American Trust
Kentucky
$5.58M -$90.6K -544 -2%
SCA
370
Snowden Capital Advisors
New York
$5.57M +$3.36M +20,178 +152%
IIM
371
Ipswich Investment Management
Massachusetts
$5.56M -$76.1K -457 -1%
JAM
372
Jupiter Asset Management
United Kingdom
$5.53M -$16.3M -97,767 -75%
LA
373
Legacy Advisors
Pennsylvania
$5.53M +$666K +4,000 +14%
SCA
374
Stokes Capital Advisors
South Carolina
$5.5M -$35.6K -214 -0.6%
TVWM
375
Tower View Wealth Management
Wisconsin
$5.48M -$90K -540 -2%