We are live on ! Find out more
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
RJT
526
Raymond James Trust
Florida
$2.02M -$19.5K -110 -1%
PS
527
Pensionfund Sabic
Netherlands
$2.01M
VRM
528
Vectors Research Management
New York
$2.01M -$74.4K -419 -4%
DBIA
529
Dumont & Blake Investment Advisors
New Jersey
$2M -$66.4K -374 -3%
FRA
530
Front Row Advisors
California
$1.97M -$145K -819 -7%
BMCM
531
Bryn Mawr Capital Management
Pennsylvania
$1.97M -$208K -1,172 -10%
PAS
532
Park Avenue Securities
New York
$1.94M +$24.3K +137 +1%
LNC
533
Lincoln National Corp
Pennsylvania
$1.92M +$46.3K +261 +3%
CK
534
Cohen Klingenstein
New York
$1.88M
BJL
535
Brighton Jones LLC
Washington
$1.88M -$679K -3,825 -28%
CC
536
Courier Capital
New York
$1.86M +$1.75M +9,880 New
ASN
537
Advisory Services Network
Georgia
$1.84M -$1.6K -9 -0.1%
TAM
538
Tealwood Asset Management
Minnesota
$1.83M -$13.3K -75 -0.8%
CCG
539
Chatham Capital Group
Georgia
$1.83M -$17.7K -100 -1%
CSIC
540
Clifford Swan Investment Counsel
California
$1.83M
CA
541
Cetera Advisors
Colorado
$1.82M +$892K +5,025 +107%
DWA
542
Delap Wealth Advisory
Oregon
$1.82M -$57K -321 -3%
FTDI
543
First Trust Direct Indexing
Massachusetts
$1.82M +$101K +570 +6%
MGIA
544
Moneta Group Investment Advisors
Missouri
$1.8M +$2.66K +15 +0.2%
WA
545
Wealth Alliance
New York
$1.79M -$7.63K -43 -0.4%
GC
546
Grimes & Company
Massachusetts
$1.77M -$20.1K -113 -1%
KCG
547
Kinsale Capital Group
Virginia
$1.75M +$775K +4,370 +88%
BL
548
Balentine LLC
Georgia
$1.75M +$149K +839 +10%
GT
549
Greenleaf Trust
Michigan
$1.75M -$107K -602 -6%
Verition Fund Management
550
Verition Fund Management
Connecticut
$1.74M -$385K -2,171 -19%