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MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
401
Kintegral Advisory
New York
$5.21M -$33.8K -175 -0.6%
AT
402
American Trust
Kentucky
$5.15M -$158K -820 -3%
CCFCSB
403
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M -$6.05M -31,334 -54%
CM
404
Crestline Management
Texas
$5.12M -$580K -3,000 -10%
IC
405
IEQ Capital
California
$5.04M +$315K +1,630 +7%
HI
406
Harrington Investments
California
$5.04M -$13.5K -70 -0.3%
BWM
407
BNC Wealth Management
Oregon
$4.98M
NMERB
408
New Mexico Educational Retirement Board
New Mexico
$4.88M
CWP
409
Cyndeo Wealth Partners
Florida
$4.84M -$1.12M -5,816 -19%
BE
410
Bonness Enterprises
District of Columbia
$4.83M
CB
411
Commerce Bank
Missouri
$4.82M +$32.7K +169 +0.7%
FNBT
412
FineMark National Bank & Trust
Florida
$4.82M +$1.72M +8,920 +54%
KeyBank National Association
413
KeyBank National Association
Ohio
$4.75M -$4.64K -24 -0.1%
ORI
414
Oak Ridge Investments
Illinois
$4.66M +$124K +642 +3%
OQS
415
Occudo Quantitative Strategies
Florida
$4.64M +$3.81M +19,726 +413%
SCM
416
Shelton Capital Management
Colorado
$4.61M +$1.96M +10,168 +72%
Two Sigma Investments
417
Two Sigma Investments
New York
$4.51M -$17.2M -88,961 -79%
PPW
418
Parcion Private Wealth
Washington
$4.49M +$74K +383 +2%
MGP
419
Metis Global Partners
California
$4.44M -$420K -2,172 -8%
IMCOOI
420
Investment Management Corp of Ontario (IMCO)
Canada
$4.41M +$4.5M +23,287 New
CPA
421
Capital Planning Advisors
California
$4.39M -$65.9K -341 -1%
EL
422
Essex LLC
Illinois
$4.39M +$96.6K +500 +2%
NA
423
NewEdge Advisors
Louisiana
$4.37M +$979K +5,064 +29%
FDP
424
Financiere des Professionnels
Quebec, Canada
$4.29M +$35.9K +186 +0.8%
CIS
425
Capital International Sarl
California
$4.29M -$85.4K -442 -2%