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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
EWA
401
Exencial Wealth Advisors
Oklahoma
$6.49M -$654K -3,183 -9%
AA
402
ALPS Advisors
Colorado
$6.48M
TVWM
403
Tower View Wealth Management
Wisconsin
$6.47M +$49.9K +243 +0.8%
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$6.42M -$83K -404 -1%
BCM
405
Bayesian Capital Management
New York
$6.4M +$6.24M +30,371 New
SIG
406
Stonegate Investment Group
Alabama
$6.4M -$25.5K -124 -0.4%
IC
407
IEQ Capital
California
$6.39M +$384K +1,869 +7%
BFG
408
Bleakley Financial Group
New Jersey
$6.32M -$46.6K -227 -0.8%
Federated Hermes
409
Federated Hermes
Pennsylvania
$6.18M -$104K -505 -2%
SF
410
Synovus Financial
Georgia
$6.13M +$189K +919 +3%
Bessemer Group
411
Bessemer Group
New Jersey
$6.04M +$453K +2,203 +8%
SAM
412
Securian Asset Management
Minnesota
$5.97M -$133K -647 -2%
LSERS
413
Louisiana State Employees Retirement System
Louisiana
$5.88M -$144K -700 -2%
SCA
414
Snowden Capital Advisors
New York
$5.88M -$113K -551 -2%
LA
415
Legacy Advisors
Pennsylvania
$5.86M +$394K +1,916 +7%
Vontobel Holding
416
Vontobel Holding
Switzerland
$5.75M -$1.7M -8,260 -23%
Wolverine Trading
417
Wolverine Trading
Illinois
$5.7M +$813K +3,960 +17%
ORI
418
Oak Ridge Investments
Illinois
$5.67M +$294K +1,433 +6%
FNBT
419
FineMark National Bank & Trust
Florida
$5.62M +$72.3K +352 +1%
CCFCSB
420
Cape Cod Five Cents Savings Bank
Massachusetts
$5.61M -$78.9K -384 -1%
CA
421
Cornerstone Advisors
North Carolina
$5.54M -$288K -1,400 -5%
AT
422
American Trust
Kentucky
$5.51M -$317K -1,544 -6%
CWP
423
Cyndeo Wealth Partners
Florida
$5.51M +$105K +512 +2%
CB
424
Commerce Bank
Missouri
$5.47M +$7.6K +37 +0.1%
HI
425
Harrington Investments
California
$5.45M -$151K -735 -3%