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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
BAM
526
Belpointe Asset Management
Nevada
$1.75M -$24.3K -146 -1%
Alyeska Investment Group
527
Alyeska Investment Group
Illinois
$1.74M +$1.74M +10,430 New
PAS
528
Park Avenue Securities
New York
$1.7M +$143K +857 +9%
BHPW
529
Beverly Hills Private Wealth
California
$1.67M +$252K +1,511 +18%
CK
530
Cohen Klingenstein
New York
$1.67M
DWA
531
Delap Wealth Advisory
Oregon
$1.66M -$52.8K -317 -3%
LNC
532
Lincoln National Corp
Pennsylvania
$1.66M -$108K -650 -6%
WAP
533
Wealthcare Advisory Partners
Pennsylvania
$1.66M +$13.7K +82 +0.8%
GT
534
Greenleaf Trust
Michigan
$1.65M -$19.5K -117 -1%
TAM
535
Tealwood Asset Management
Minnesota
$1.64M -$61.3K -368 -4%
CCG
536
Chatham Capital Group
Georgia
$1.63M
ASN
537
Advisory Services Network
Georgia
$1.63M -$59.5K -357 -4%
Cambridge Investment Research Advisors
538
Cambridge Investment Research Advisors
Iowa
$1.62M +$126K +754 +8%
CSIC
539
Clifford Swan Investment Counsel
California
$1.62M
OIA
540
OneDigital Investment Advisors
Kansas
$1.6M +$709K +4,254 +79%
MGIA
541
Moneta Group Investment Advisors
Missouri
$1.6M +$142K +854 +10%
WA
542
Wealth Alliance
New York
$1.59M +$228K +1,369 +17%
FT
543
Fiduciary Trust
Massachusetts
$1.59M -$183K -1,100 -10%
GC
544
Grimes & Company
Massachusetts
$1.59M +$2K +12 +0.1%
HIC
545
Hartline Investment Corp
Illinois
$1.58M -$1.47M -8,844 -48%
CSPAM
546
Cary Street Partners Asset Management
Virginia
$1.55M -$106K -635 -6%
MWM
547
Mission Wealth Management
California
$1.52M +$23.8K +143 +2%
FTDI
548
First Trust Direct Indexing
Massachusetts
$1.51M +$36.6K +220 +2%
MYAM
549
Meiji Yasuda Asset Management
Japan
$1.51M -$1.96M -11,787 -57%
WA1
550
Wimmer Associates 1
California
$1.48M -$19.3K -116 -1%