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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
CM
376
Churchill Management
California
$6.39M -$55.4K -289 -0.9%
IIM
377
Ipswich Investment Management
Massachusetts
$6.37M -$4.22K -22 -0.1%
Envestnet Portfolio Solutions
378
Envestnet Portfolio Solutions
Illinois
$6.36M +$6.41M +33,437 New
Northwestern Mutual Wealth Management
379
Northwestern Mutual Wealth Management
Wisconsin
$6.36M +$650K +3,390 +11%
CLOS
380
Compagnie Lombard Odier SCmA
Switzerland
$6.34M +$2.47M +12,913 +63%
CGH
381
Crossmark Global Holdings
Texas
$6.23M -$108K -564 -2%
SCA
382
Stokes Capital Advisors
South Carolina
$6.16M -$63.6K -332 -1%
NB
383
NBT Bank
New York
$6.14M +$5.81M +30,306 +1,542%
SIG
384
Stonegate Investment Group
Alabama
$6.1M -$1.65M -8,610 -21%
Cerity Partners
385
Cerity Partners
New York
$6.04M -$5.18M -27,018 -46%
FAT
386
First American Trust
California
$6.04M +$111K +581 +2%
CWP
387
Cyndeo Wealth Partners
Florida
$5.97M +$678K +3,537 +13%
Pacer Advisors
388
Pacer Advisors
Pennsylvania
$5.95M +$148K +773 +3%
SG Americas Securities
389
SG Americas Securities
New York
$5.86M +$855K +4,461 +17%
SF
390
Synovus Financial
Georgia
$5.83M +$137K +713 +2%
TVWM
391
Tower View Wealth Management
Wisconsin
$5.82M -$55.4K -289 -0.9%
LSERS
392
Louisiana State Employees Retirement System
Louisiana
$5.82M
SCA
393
Snowden Capital Advisors
New York
$5.81M -$158K -822 -3%
AA
394
ALPS Advisors
Colorado
$5.74M -$22.6M -118,044 -80%
CM
395
Crestline Management
Texas
$5.71M -$958K -5,000 -14%
API
396
Advisor Partners II
California
$5.69M +$52.7K +275 +0.9%
SS
397
Simplicity Solutions
Minnesota
$5.6M -$779K -4,063 -12%
BFG
398
Bleakley Financial Group
New Jersey
$5.6M -$149K -779 -3%
CA
399
Cornerstone Advisors
North Carolina
$5.52M +$4.43M +23,100 +392%
SPIA
400
Steward Partners Investment Advisory
New York
$5.51M +$1.91M +9,960 +52%