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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
RWA
476
River Wealth Advisors
Pennsylvania
$2.98M -$49.6K -259 -2%
NMIMC
477
Northwestern Mutual Investment Management Company
Wisconsin
$2.97M -$3.07K -16 -0.1%
BPA
478
Beacon Pointe Advisors
California
$2.96M +$174K +906 +6%
SIA
479
Strategic Investment Advisors
Michigan
$2.96M +$2.98M +15,557 New
OAM
480
Occidental Asset Management
California
$2.95M +$30.9K +161 +1%
P
481
Pitcairn
Pennsylvania
$2.95M +$294K +1,533 +11%
AWM
482
Accurate Wealth Management
Florida
$2.94M +$81.5K +425 +3%
Financial Engines Advisors
483
Financial Engines Advisors
California
$2.93M -$3.2M -16,687 -82%
Assenagon Asset Management
484
Assenagon Asset Management
Luxembourg
$2.88M -$71.2M -371,750 -96%
LA
485
Lindenwold Advisors
Pennsylvania
$2.87M +$83.8K +437 +3%
SICM
486
Sustainable Insight Capital Management
New York
$2.86M +$2.88M +15,042 New
BTI
487
Blue Trust Inc
Georgia
$2.86M +$204K +1,064 +8%
BA
488
Bridgewater Associates
Connecticut
$2.85M +$2.87M +14,990 New
SLI
489
Sumitomo Life Insurance
Japan
$2.84M +$74.2K +387 +3%
FCH
490
Freestone Capital Holdings
Washington
$2.82M -$68.4K -357 -2%
CA
491
Clearstead Advisors
Ohio
$2.82M +$1.42M +7,399 +100%
SDIC
492
South Dakota Investment Council
South Dakota
$2.79M -$254K -1,324 -8%
VIM
493
Vinva Investment Management
Australia
$2.78M -$65.5K -342 -2%
HSA
494
HBK Sorce Advisory
Pennsylvania
$2.76M +$58.6K +306 +2%
AWM
495
AE Wealth Management
Kansas
$2.73M +$767 +4 +0%
SCM
496
Shelton Capital Management
Colorado
$2.69M
BFEC
497
Benjamin F. Edwards & Company
Missouri
$2.66M -$216K -1,126 -7%
Bessemer Group
498
Bessemer Group
New Jersey
$2.65M -$624K -3,254 -19%
USAA
499
United Services Automobile Association
Texas
$2.63M +$331K +1,725 +14%
KWM
500
Kingsview Wealth Management
Oregon
$2.61M +$23.8K +124 +0.9%