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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
MIC
451
MU Investments Company
Japan
$3.5M -$38.3K -200 -1%
WF
452
Welch & Forbes
Massachusetts
$3.48M -$83.4K -435 -2%
LGF
453
LGT Group Foundation
Liechtenstein
$3.47M
DA
454
Duality Advisers
Florida
$3.46M +$3.49M +18,187 New
MBTD
455
Mechanics Bank - Trust Department
California
$3.46M +$118K +618 +4%
SFA
456
Souders Financial Advisors
Ohio
$3.44M -$137K -717 -4%
ATC
457
Argent Trust Co
Tennessee
$3.44M +$399K +2,082 +13%
HIC
458
Hartline Investment Corp
Illinois
$3.42M +$623K +3,252 +22%
HFS
459
Hantz Financial Services
Michigan
$3.38M +$166K +866 +5%
NW
460
NewEdge Wealth
Pennsylvania
$3.32M -$245K -1,279 -7%
KRSITF
461
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$3.31M -$65.4K -341 -2%
NA
462
NewEdge Advisors
Louisiana
$3.3M +$728K +3,801 +28%
EF
463
Empirical Finance
Pennsylvania
$3.29M +$300K +1,566 +10%
NIC
464
Northwest Investment Counselors
Oregon
$3.25M -$26.6K -139 -0.8%
BF
465
BOK Financial
Oklahoma
$3.25M -$229K -1,196 -7%
DT
466
Diversified Trust
Tennessee
$3.22M +$236K +1,231 +8%
PI
467
Putnam Investments
Massachusetts
$3.18M -$342K -1,787 -10%
FNBT
468
FineMark National Bank & Trust
Florida
$3.14M +$3.17M +16,517 New
WI
469
WBI Investments
New Jersey
$3.13M +$1.58M +8,253 +101%
FBT
470
First Bankers Trust
Kentucky
$3.13M -$20.9K -109 -0.7%
IWP
471
Icon Wealth Partners
Texas
$3.05M -$245K -1,276 -7%
OCM
472
Olstein Capital Management
New York
$3.04M -$192K -1,000 -6%
RFC
473
Regions Financial Corp
Alabama
$3.02M +$69.2K +361 +2%
YIH
474
Y-Intercept (HK)
Hong Kong
$3M +$129K +673 +4%
AG
475
Ascent Group
Virginia
$3M +$13.8K +72 +0.5%