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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
LA
501
LBP AM
France
$2.6M +$414K +2,162 +19%
Cetera Investment Advisers
502
Cetera Investment Advisers
Illinois
$2.59M +$106K +554 +4%
MMA
503
Miracle Mile Advisors
California
$2.56M -$6.13K -32 -0.2%
AWM
504
Axxcess Wealth Management
California
$2.52M +$1.92M +10,022 +311%
BIP
505
Bouvel Investment Partners
Pennsylvania
$2.5M +$75.3K +393 +3%
CC
506
Centiva Capital
New York
$2.49M +$367K +1,917 +17%
IGAM
507
iA Global Asset Management
Quebec, Canada
$2.46M -$214K -1,116 -8%
HWA
508
Heritage Wealth Advisors
Virginia
$2.46M
PP
509
Pegasus Partners
Wisconsin
$2.44M +$63.4K +331 +3%
PTC
510
Private Trust Company
Ohio
$2.43M -$575 -3 -0%
TIAA Trust, National Association
511
TIAA Trust, National Association
North Carolina
$2.41M +$2.43M +12,668 New
VAS
512
Vestmark Advisory Solutions
Massachusetts
$2.4M -$2.87M -14,951 -54%
ECM
513
ExodusPoint Capital Management
New York
$2.39M +$1.77M +9,227 +279%
PAG
514
Private Advisor Group
New Jersey
$2.32M -$99.1K -517 -4%
BLC
515
Brown, Lisle/Cummings
Rhode Island
$2.31M -$19K -99 -0.8%
TAIM
516
Te Ahumairangi Investment Management
New Zealand
$2.31M -$980K -5,115 -30%
QCM
517
Quantinno Capital Management
New York
$2.29M +$772K +4,026 +50%
MUAMU
518
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$2.28M -$767K -4,000 -25%
UHC
519
Union Heritage Capital
Michigan
$2.28M
GP
520
Girard Partners
Pennsylvania
$2.28M -$166K -865 -7%
Verition Fund Management
521
Verition Fund Management
Connecticut
$2.27M +$519K +2,706 +29%
VA
522
Vident Advisory
Georgia
$2.24M +$2.26M +11,784 New
BMCM
523
Bryn Mawr Capital Management
Pennsylvania
$2.23M +$242K +1,262 +12%
HT
524
Heritage Trust
Oklahoma
$2.23M -$3.26K -17 -0.1%
IA
525
Icon Advisers
Colorado
$2.18M