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MRSH

Marsh

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,2241,255 (+31)

0.17% more ownership

Funds ownership: 87.68%87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
EF
476
Empirical Finance
Pennsylvania
$2.96M +$313K +1,762 +13%
DT
477
Diversified Trust
Tennessee
$2.95M +$350K +1,975 +14%
NMIMC
478
Northwestern Mutual Investment Management Company
Wisconsin
$2.94M +$8.16K +46 +0.3%
RFC
479
Regions Financial Corp
Alabama
$2.91M +$439K +2,474 +19%
OAM
480
Occidental Asset Management
California
$2.89M +$46.3K +261 +2%
FCH
481
Freestone Capital Holdings
Washington
$2.86M -$65.3K -368 -2%
AG
482
Ascent Group
Virginia
$2.86M +$476K +2,685 +22%
BFEC
483
Benjamin F. Edwards & Company
Missouri
$2.85M -$395K -2,227 -13%
YIH
484
Y-Intercept (HK)
Hong Kong
$2.84M +$555K +3,129 +26%
BFM
485
Boothbay Fund Management
New York
$2.81M -$4.24M -23,901 -62%
AWM
486
Accurate Wealth Management
Florida
$2.79M +$624K +3,518 +31%
HIC
487
Hartline Investment Corp
Illinois
$2.77M +$931K +5,245 +55%
BPA
488
Beacon Pointe Advisors
California
$2.76M -$76K -428 -3%
LA
489
Lindenwold Advisors
Pennsylvania
$2.76M -$517K -2,911 -17%
VIM
490
Vinva Investment Management
Australia
$2.74M -$356K -2,007 -12%
SLI
491
Sumitomo Life Insurance
Japan
$2.73M -$74.4K -419 -3%
AWM
492
AE Wealth Management
Kansas
$2.7M +$98.5K +555 +4%
HSA
493
HBK Sorce Advisory
Pennsylvania
$2.67M -$16K -90 -0.6%
SCM
494
Shelton Capital Management
Colorado
$2.66M +$1.96M +11,056 +357%
IGAM
495
iA Global Asset Management
Quebec, Canada
$2.65M +$2.5M +14,071 New
P
496
Pitcairn
Pennsylvania
$2.63M -$20.9K -118 -0.8%
KAS
497
Kestra Advisory Services
Texas
$2.59M -$624K -3,517 -20%
KWM
498
Kingsview Wealth Management
Oregon
$2.55M +$1.57M +8,833 +186%
NA
499
NewEdge Advisors
Louisiana
$2.55M -$152K -859 -6%
MMA
500
Miracle Mile Advisors
California
$2.53M +$5.68K +32 +0.2%