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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
Cetera Investment Advisers
501
Cetera Investment Advisers
Illinois
$2.46M +$38K +214 +2%
ECM
502
Everence Capital Management
Indiana
$2.44M +$477K +2,690 +24%
HWA
503
Heritage Wealth Advisors
Virginia
$2.44M -$28K -158 -1%
GP
504
Girard Partners
Pennsylvania
$2.42M -$569K -3,206 -20%
BIP
505
Bouvel Investment Partners
Pennsylvania
$2.4M +$2.26M +12,760 New
PTC
506
Private Trust Company
Ohio
$2.4M +$102K +574 +5%
PAG
507
Private Advisor Group
New Jersey
$2.39M -$87.1K -491 -4%
TF
508
TIAA FSB
Florida
$2.38M -$7.47M -42,120 -77%
BTI
509
Blue Trust Inc
Georgia
$2.35M -$472K -2,660 -16%
PP
510
Pegasus Partners
Wisconsin
$2.35M -$355 -2 -0%
BLC
511
Brown, Lisle/Cummings
Rhode Island
$2.3M +$59.8K +337 +3%
USAA
512
United Services Automobile Association
Texas
$2.27M +$32.7K +184 +2%
SFS
513
Sowell Financial Services
Arkansas
$2.27M +$1.28M +7,211 +148%
UHC
514
Union Heritage Capital
Michigan
$2.26M
FNT
515
First National Trust
Pennsylvania
$2.26M -$17.4K -98 -0.8%
HT
516
Heritage Trust
Oklahoma
$2.2M +$115K +648 +6%
TCA
517
Transcend Capital Advisors
New Jersey
$2.18M -$140K -787 -6%
LA
518
LBP AM
France
$2.17M +$2.04M +11,518 New
IA
519
Icon Advisers
Colorado
$2.16M
CIBC World Market
520
CIBC World Market
Ontario, Canada
$2.16M -$26.3K -148 -1%
HCM
521
Howland Capital Management
Massachusetts
$2.15M
VVP
522
Venture Visionary Partners
Ohio
$2.1M +$29.1K +164 +1%
CC
523
Centiva Capital
New York
$2.1M +$1.47M +8,277 +288%
HBT
524
Hills Bank & Trust
Iowa
$2.09M +$7.28K +41 +0.4%
LNWWM
525
Laird Norton Wetherby Wealth Management
California
$2.06M -$17K -96 -0.9%