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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
TMAM
551
Tokio Marine Asset Management
Japan
$1.48M +$157K +944 +12%
RWB
552
RMR Wealth Builders
New Jersey
$1.47M
CAAS
553
Capital Asset Advisory Services
Michigan
$1.46M +$500 +3 +0%
CTA
554
Chesley Taft & Associates
Illinois
$1.45M -$95.8K -575 -6%
RZH
555
Relyea Zuckerberg Hanson
Connecticut
$1.45M +$21.5K +129 +2%
M
556
Mirova
France
$1.42M +$1.04M +6,254 +273%
NRS
557
Neville Rodie & Shaw
New York
$1.42M
BCWM
558
Bartlett & Co Wealth Management
Ohio
$1.42M
BC
559
Bartlett & Co
Ohio
$1.42M
SAM
560
Shell Asset Management
Netherlands
$1.41M +$16.8K +101 +1%
BL
561
Balentine LLC
Georgia
$1.41M -$1.06M -6,366 -43%
TRCT
562
Tower Research Capital (TRC)
New York
$1.4M -$1.24M -7,452 -47%
QI
563
Qtron Investments
Massachusetts
$1.4M +$138K +830 +11%
EWM
564
Evercore Wealth Management
New York
$1.39M -$2.17K -13 -0.2%
S
565
SignatureFD
Georgia
$1.38M -$35.3K -212 -2%
CS
566
Comerica Securities
Michigan
$1.38M +$281K +1,684 +26%
LIA
567
LS Investment Advisors
Michigan
$1.38M
BS
568
Banco Santander
Spain
$1.36M +$18.3K +110 +1%
QCG
569
Quadrant Capital Group
Ohio
$1.36M -$10.2K -61 -0.7%
TPCW
570
TD Private Client Wealth
New York
$1.36M +$87.1K +523 +7%
BRC
571
Bishop Rock Capital
New York
$1.35M -$3.55M -21,293 -72%
EBT
572
Enterprise Bank & Trust
Massachusetts
$1.34M -$19.8K -119 -1%
DI
573
DFPG Investments
Utah
$1.34M +$35K +210 +3%
PA
574
PFG Advisors
Arizona
$1.33M +$45.8K +275 +4%
LI
575
LMCG Investments
Massachusetts
$1.33M -$87.1K -523 -6%