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MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
501
Kingsview Wealth Management
Oregon
$2.6M +$8.31K +43 +0.3%
FCH
502
Freestone Capital Holdings
Washington
$2.59M -$223K -1,154 -8%
BIP
503
Bouvel Investment Partners
Pennsylvania
$2.57M +$75.6K +391 +3%
TCM
504
Teza Capital Management
Illinois
$2.55M -$1.78M -9,189 -41%
MMA
505
Miracle Mile Advisors
California
$2.54M -$3.48K -18 -0.1%
IWA
506
Icon Wealth Advisors
Texas
$2.52M +$2.57M +13,278 New
PAS
507
Park Avenue Securities
New York
$2.46M +$461K +2,385 +23%
HSA
508
HBK Sorce Advisory
Pennsylvania
$2.44M -$318K -1,644 -11%
WIA
509
World Investment Advisors
California
$2.43M +$2.48M +12,821 New
PTC
510
Private Trust Company
Ohio
$2.42M +$3.48K +18 +0.1%
Bessemer Group
511
Bessemer Group
New Jersey
$2.4M -$240K -1,240 -9%
HAG
512
HighPoint Advisor Group
Illinois
$2.38M +$2.27M +11,730 New
LSA
513
L & S Advisors
California
$2.35M +$798K +4,129 +50%
TG
514
TCW Group
California
$2.31M +$2.36M +12,235 New
BLC
515
Brown, Lisle/Cummings
Rhode Island
$2.3M +$193 +1 +0%
HT
516
Heritage Trust
Oklahoma
$2.3M +$82.5K +427 +4%
FI
517
FJ Investments
Utah
$2.29M +$2.34M +12,104 New
VAS
518
Vestmark Advisory Solutions
Massachusetts
$2.28M -$108K -559 -4%
PP
519
Pegasus Partners
Wisconsin
$2.28M -$150K -776 -6%
ECM
520
Everence Capital Management
Indiana
$2.27M -$410K -2,120 -15%
UHC
521
Union Heritage Capital
Michigan
$2.27M
CIBC World Market
522
CIBC World Market
Ontario, Canada
$2.27M -$1.41M -7,278 -38%
AAS
523
Avantax Advisory Services
Texas
$2.26M +$415K +2,148 +22%
EVM
524
Evelyn V. Moreno
$2.23M +$2.27M +11,745 New
Verition Fund Management
525
Verition Fund Management
Connecticut
$2.22M -$41.9K -217 -2%