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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
TMAM
551
Tokio Marine Asset Management
Japan
$1.73M +$57K +321 +4%
MWM
552
Mission Wealth Management
California
$1.73M +$13.7K +77 +0.8%
CSPAM
553
Cary Street Partners Asset Management
Virginia
$1.73M -$26.6K -150 -2%
CANY
554
Caxton Associates (New York)
New York
$1.72M -$561K -3,159 -26%
MYAM
555
Meiji Yasuda Asset Management
Japan
$1.71M +$9.23K +52 +0.6%
WAP
556
Wealthcare Advisory Partners
Pennsylvania
$1.71M -$158K -890 -9%
Cambridge Investment Research Advisors
557
Cambridge Investment Research Advisors
Iowa
$1.7M -$126K -710 -7%
CAAS
558
Capital Asset Advisory Services
Michigan
$1.69M +$50.4K +284 +3%
PA
559
PFG Advisors
Arizona
$1.67M +$158K +888 +11%
RWB
560
RMR Wealth Builders
New Jersey
$1.66M +$1.06K +6 +0.1%
SC
561
Savant Capital
Illinois
$1.66M +$955K +5,380 +157%
FT
562
Fiduciary Trust
Massachusetts
$1.65M -$134K -757 -8%
CTA
563
Chesley Taft & Associates
Illinois
$1.64M -$4.44K -25 -0.3%
GS
564
GTS Securities
New York
$1.61M +$1.52M +8,565 New
MCM
565
MAI Capital Management
Ohio
$1.61M +$152K +859 +11%
UCFA
566
United Capital Financial Advisors
Texas
$1.61M -$447K -2,517 -23%
S
567
SignatureFD
Georgia
$1.61M +$46.3K +261 +3%
NRS
568
Neville Rodie & Shaw
New York
$1.6M
Simplex Trading
569
Simplex Trading
Illinois
$1.6M +$1.51M +8,529 New
EWM
570
Evercore Wealth Management
New York
$1.6M +$26.6K +150 +2%
BCWM
571
Bartlett & Co Wealth Management
Ohio
$1.6M
BC
572
Bartlett & Co
Ohio
$1.6M
RZH
573
Relyea Zuckerberg Hanson
Connecticut
$1.59M -$45.1K -254 -3%
SFP
574
Sweet Financial Partners
Minnesota
$1.59M +$444K +2,502 +42%
Parallax Volatility Advisers
575
Parallax Volatility Advisers
California
$1.58M +$1.49M +8,407 New