We are live on ! Find out more
MRSH

Marsh

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,4421,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78%88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
KRS
376
Kentucky Retirement Systems
Kentucky
$7.82M -$48.1K -234 -0.6%
MWM
377
MinichMacGregor Wealth Management
New York
$7.73M +$922K +4,487 +14%
SSA
378
Schonfeld Strategic Advisors
New York
$7.69M +$6.51M +31,708 +662%
BSI
379
Bennett Selby Investments
Maine
$7.69M
LF
380
Longbow Finance
Switzerland
$7.68M -$498K -2,422 -6%
AIM
381
Achmea Investment Management
Netherlands
$7.65M -$4.72M -22,970 -39%
CI Investments Inc
382
CI Investments Inc
Ontario, Canada
$7.62M -$3.96M -19,286 -35%
BCM
383
Bancreek Capital Management
California
$7.58M +$111K +538 +2%
AAM
384
Auxier Asset Management
Oregon
$7.5M -$1.64K -8 -0%
FC
385
FORA Capital
Florida
$7.46M +$1.29M +6,287 +22%
Mirae Asset Global Investments
386
Mirae Asset Global Investments
South Korea
$7.4M -$14.2M -68,935 -66%
MPM
387
MBB Public Markets
Illinois
$7.31M +$6.9M +33,597 +3,140%
SWIG
388
Strategic Wealth Investment Group
Kentucky
$7.26M +$7.1M +34,542 New
SPIA
389
Steward Partners Investment Advisory
New York
$7.14M +$66.6K +324 +1%
IIM
390
Ipswich Investment Management
Massachusetts
$7.11M +$25.7K +125 +0.4%
SWS
391
SYSTM Wealth Solutions
Illinois
$7.08M +$315K +1,531 +5%
EDRH
392
Edmond de Rothschild Holding
Switzerland
$7.03M +$1.73M +8,443 +34%
CM
393
Churchill Management
California
$6.87M -$411 -2 -0%
CGH
394
Crossmark Global Holdings
Texas
$6.71M +$41.9K +204 +0.6%
CSPIA
395
Cary Street Partners Investment Advisory
Virginia
$6.69M +$431K +2,096 +7%
HIMCH
396
Hartford Investment Management Co (HIMCO)
Connecticut
$6.68M -$161K -785 -2%
SFI
397
Siemens Fonds Invest
Germany
$6.66M +$18.5K +90 +0.3%
NA
398
NewEdge Advisors
Louisiana
$6.64M +$1.45M +7,075 +29%
SW
399
Simplicity Wealth
New Jersey
$6.58M +$214K +1,043 +3%
NB
400
NBT Bank
New York
$6.54M -$140K -681 -2%