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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
D.E. Shaw & Co
401
D.E. Shaw & Co
New York
$5.44M -$22.5M -117,515 -80%
CSPIA
402
Cary Street Partners Investment Advisory
Virginia
$5.44M +$2.06M +10,754 +60%
Federated Hermes
403
Federated Hermes
Pennsylvania
$5.39M -$29.9K -156 -0.5%
SFI
404
Siemens Fonds Invest
Germany
$5.38M +$81.1K +423 +2%
AT
405
American Trust
Kentucky
$5.33M -$995K -5,194 -16%
KA
406
Kintegral Advisory
New York
$5.27M -$3.07K -16 -0.1%
EWM
407
Executive Wealth Management
Michigan
$5.25M +$5.29M +27,594 New
ZB
408
Zions Bancorporation
Utah
$5.13M -$69.8K -364 -1%
HI
409
Harrington Investments
California
$5.07M +$18.2K +95 +0.4%
BWM
410
BNC Wealth Management
Oregon
$5M
NMERB
411
New Mexico Educational Retirement Board
New Mexico
$4.9M +$326K +1,700 +7%
TPM
412
Triasima Portfolio Management
Quebec, Canada
$4.88M
MGP
413
Metis Global Partners
California
$4.87M +$635K +3,313 +15%
BE
414
Bonness Enterprises
District of Columbia
$4.85M
FA
415
FDx Advisors
Illinois
$4.85M -$1.36M -7,121 -22%
QCM
416
Qsemble Capital Management
New York
$4.83M +$3.53M +18,400 +263%
CB
417
Commerce Bank
Missouri
$4.81M -$61.9K -323 -1%
KeyBank National Association
418
KeyBank National Association
Ohio
$4.77M -$77K -402 -2%
IC
419
IEQ Capital
California
$4.75M +$156K +812 +3%
NC
420
Northcape Capital
Australia
$4.66M +$1.05M +5,477 +29%
BHWA
421
Beacon Harbor Wealth Advisors
Virginia
$4.65M +$4.69M +24,451 New
TRCT
422
Tower Research Capital (TRC)
New York
$4.61M +$3.05M +15,928 +191%
ORI
423
Oak Ridge Investments
Illinois
$4.56M +$125K +650 +3%
CPA
424
Capital Planning Advisors
California
$4.48M -$10.3K -54 -0.2%
PPW
425
Parcion Private Wealth
Washington
$4.44M +$2.49K +13 +0.1%