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MRSH

Marsh

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,4421,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78%88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CL
501
Choreo LLC
Illinois
$3.31M +$3.23M +15,731 New
NIC
502
Northwest Investment Counselors
Oregon
$3.31M -$32.9K -160 -1%
NMIMC
503
Northwestern Mutual Investment Management Company
Wisconsin
$3.3M +$14K +68 +0.4%
BPA
504
Beacon Pointe Advisors
California
$3.28M -$18.1K -88 -0.6%
Financial Engines Advisors
505
Financial Engines Advisors
California
$3.25M -$371K -1,804 -10%
SIA
506
Strategic Investment Advisors
Michigan
$3.23M -$85.3K -415 -3%
AWM
507
Accurate Wealth Management
Florida
$3.2M -$30.8K -150 -1%
PAG
508
Private Advisor Group
New Jersey
$3.17M +$67.6K +329 +2%
LA
509
Lindenwold Advisors
Pennsylvania
$3.12M -$16.4K -80 -0.5%
PP
510
Paloma Partners
Connecticut
$3.11M +$2.8M +13,613 +1,167%
SDIC
511
South Dakota Investment Council
South Dakota
$3.09M -$3.29K -16 -0.1%
WF
512
Welch & Forbes
Massachusetts
$3.08M -$61.6K -300 -2%
MNBTD
513
Moody National Bank Trust Division
Texas
$3.07M +$3.49K +17 +0.1%
AF
514
Aviso Financial
Ontario, Canada
$2.99M +$2.91M +14,182 New
USAA
515
United Services Automobile Association
Texas
$2.98M -$215K -1,048 -7%
NSEDCP
516
NJ State Employees Deferred Compensation Plan
New Jersey
$2.97M
RWA
517
River Wealth Advisors
Pennsylvania
$2.97M -$123K -600 -4%
UHC
518
Union Heritage Capital
Michigan
$2.96M
SEM
519
Suncoast Equity Management
Florida
$2.95M +$1.08M +5,262 +60%
KWM
520
Kingsview Wealth Management
Oregon
$2.93M +$33.5K +163 +1%
SLI
521
Sumitomo Life Insurance
Japan
$2.92M -$18.9K -92 -0.7%
FCH
522
Freestone Capital Holdings
Washington
$2.89M +$25.9K +126 +0.9%
PAS
523
Park Avenue Securities
New York
$2.88M +$80.5K +392 +3%
GAM
524
Gotham Asset Management
New York
$2.87M -$8.62M -41,978 -76%
UCFA
525
United Capital Financial Advisors
Texas
$2.87M -$161K -786 -5%