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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
HCM
526
Howland Capital Management
Massachusetts
$2.18M
RWM
527
Ritholtz Wealth Management
New York
$2.14M +$831K +4,337 +63%
VVP
528
Venture Visionary Partners
Ohio
$2.13M +$3.26K +17 +0.2%
GS
529
GTS Securities
New York
$2.1M +$474K +2,471 +29%
JFG
530
Jefferies Financial Group
New York
$2.09M -$1.04M -5,415 -33%
KCG
531
Kinsale Capital Group
Virginia
$2.08M +$315K +1,641 +18%
LNWWM
532
Laird Norton Wetherby Wealth Management
California
$2.07M -$13.4K -70 -0.6%
TCA
533
Transcend Capital Advisors
New Jersey
$2.05M -$159K -830 -7%
CAAS
534
Capital Asset Advisory Services
Michigan
$2.02M +$270K +1,408 +16%
PAS
535
Park Avenue Securities
New York
$2.02M +$53.1K +277 +3%
Cambridge Investment Research Advisors
536
Cambridge Investment Research Advisors
Iowa
$2M +$292K +1,522 +17%
FRA
537
Front Row Advisors
California
$2M
DBIA
538
Dumont & Blake Investment Advisors
New Jersey
$1.98M -$39.5K -206 -2%
RJT
539
Raymond James Trust
Florida
$1.98M -$71.1K -371 -3%
FNT
540
First National Trust
Pennsylvania
$1.97M -$311K -1,623 -14%
BRC
541
Bishop Rock Capital
New York
$1.93M -$3.33M -17,400 -63%
HBT
542
Hills Bank & Trust
Iowa
$1.93M -$188K -981 -9%
TMAM
543
Tokio Marine Asset Management
Japan
$1.92M +$177K +925 +10%
BHPW
544
Beverly Hills Private Wealth
California
$1.92M -$1.99M -10,373 -51%
ASN
545
Advisory Services Network
Georgia
$1.91M +$54.6K +285 +3%
CK
546
Cohen Klingenstein
New York
$1.9M
ETC
547
Exchange Traded Concepts
Oklahoma
$1.89M +$1.89M +9,887 +30,897%
MCM
548
MAI Capital Management
Ohio
$1.88M +$259K +1,352 +16%
TAM
549
Tealwood Asset Management
Minnesota
$1.88M +$21.5K +112 +1%
AAS
550
Avantax Advisory Services
Texas
$1.86M +$338K +1,764 +22%