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MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
501
Occudo Quantitative Strategies
Florida
$2M -$1.6M -9,576 -44%
UHC
502
Union Heritage Capital
Michigan
$2M
YIH
503
Y-Intercept (HK)
Hong Kong
$1.99M +$538K +3,227 +37%
BLC
504
Brown, Lisle/Cummings
Rhode Island
$1.98M -$11.5K -69 -0.6%
USAA
505
United Services Automobile Association
Texas
$1.98M -$1.27M -7,637 -39%
BMCM
506
Bryn Mawr Capital Management
Pennsylvania
$1.94M +$5K +30 +0.3%
CIBC World Market
507
CIBC World Market
Ontario, Canada
$1.94M +$186K +1,119 +11%
AWM
508
Accurate Wealth Management
Florida
$1.92M +$217K +1,305 +13%
IA
509
Icon Advisers
Colorado
$1.92M
HCM
510
Howland Capital Management
Massachusetts
$1.9M
Verition Fund Management
511
Verition Fund Management
Connecticut
$1.9M +$1.57M +9,426 +476%
FRA
512
Front Row Advisors
California
$1.88M -$90K -540 -5%
Walleye Capital
513
Walleye Capital
New York
$1.86M +$1.86M +11,138 New
VRM
514
Vectors Research Management
New York
$1.85M +$3.5K +21 +0.2%
HT
515
Heritage Trust
Oklahoma
$1.84M +$38K +228 +2%
HBT
516
Hills Bank & Trust
Iowa
$1.84M +$66.6K +400 +4%
UCFA
517
United Capital Financial Advisors
Texas
$1.84M -$474K -2,848 -20%
LNWWM
518
Laird Norton Wetherby Wealth Management
California
$1.84M +$128K +768 +7%
DBIA
519
Dumont & Blake Investment Advisors
New Jersey
$1.83M -$29.2K -175 -2%
VVP
520
Venture Visionary Partners
Ohio
$1.83M -$49.3K -296 -3%
RJT
521
Raymond James Trust
Florida
$1.81M +$180K +1,082 +11%
Fayez Sarofim & Co
522
Fayez Sarofim & Co
Texas
$1.8M +$167 +1 +0%
I
523
InceptionR
California
$1.8M +$1.39M +8,333 +336%
PS
524
Pensionfund Sabic
Netherlands
$1.78M -$333K -2,000 -16%
HC
525
HNP Capital
New York
$1.76M -$22.3K -134 -1%