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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
DT
426
Diversified Trust
Tennessee
$5.38M +$1.89M +9,184 +56%
BE
427
Bonness Enterprises
District of Columbia
$5.37M
CPA
428
Capital Planning Advisors
California
$5.36M +$203K +987 +4%
BWM
429
BNC Wealth Management
Oregon
$5.27M -$103K -500 -2%
NMERB
430
New Mexico Educational Retirement Board
New Mexico
$5.23M
CI
431
CX Institutional
Indiana
$5.22M +$220K +1,070 +5%
KeyBank National Association
432
KeyBank National Association
Ohio
$5.22M -$63.5K -309 -1%
RIM
433
Reliant Investment Management
Tennessee
$5.14M +$23.6K +115 +0.5%
UM
434
UniSuper Management
Australia
$5.07M +$2.64M +12,855 +115%
KAS
435
Kestra Advisory Services
Texas
$5.06M +$378K +1,839 +8%
PPW
436
Parcion Private Wealth
Washington
$5.02M +$44.2K +215 +0.9%
FNBOMD
437
First National Bank of Mount Dora
Florida
$4.98M -$6.78K -33 -0.1%
SBWIC
438
Schaper Benz & Wise Investment Counsel
Wisconsin
$4.95M +$236K +1,149 +5%
MGP
439
Metis Global Partners
California
$4.93M +$616 +3 +0%
EL
440
Essex LLC
Illinois
$4.89M -$98.4K -479 -2%
KCG
441
Kinsale Capital Group
Virginia
$4.87M +$879K +4,279 +23%
FDP
442
Financiere des Professionnels
Quebec, Canada
$4.83M +$24.2K +118 +0.5%
BP
443
BNP Paribas
France
$4.81M -$138K -673 -3%
BHCM
444
Brevan Howard Capital Management
Jersey
$4.74M +$3.82M +18,593 +477%
LI
445
Lafayette Investments
Maryland
$4.64M -$8.22K -40 -0.2%
AWM
446
Axxcess Wealth Management
California
$4.62M +$4.31K +21 +0.1%
CI
447
Conning Inc
Connecticut
$4.58M +$3.72M +18,100 +498%
Carson Wealth (CWM LLC)
448
Carson Wealth (CWM LLC)
Nebraska
$4.54M +$24.9K +121 +0.6%
EOJOAM
449
E. Ohman J:or Asset Management
Sweden
$4.48M +$236K +1,150 +6%
QCM
450
Quantinno Capital Management
New York
$4.46M +$1.11M +5,401 +34%