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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
CCG
551
Chatham Capital Group
Georgia
$1.85M
PS
552
Pensionfund Sabic
Netherlands
$1.85M -$192K -1,000 -9%
DWA
553
Delap Wealth Advisory
Oregon
$1.84M +$1.73K +9 +0.1%
FTDI
554
First Trust Direct Indexing
Massachusetts
$1.84M -$2.49K -13 -0.1%
BJL
555
Brighton Jones LLC
Washington
$1.83M -$64.8K -338 -3%
VRM
556
Vectors Research Management
New York
$1.83M -$83.2K -434 -4%
GT
557
Greenleaf Trust
Michigan
$1.81M +$43.7K +228 +2%
MGIA
558
Moneta Group Investment Advisors
Missouri
$1.81M -$19.2K -100 -1%
CC
559
Courier Capital
New York
$1.81M -$74.9K -391 -4%
BL
560
Balentine LLC
Georgia
$1.8M +$35.6K +186 +2%
BAM
561
Belpointe Asset Management
Nevada
$1.8M +$679K +3,543 +60%
GC
562
Grimes & Company
Massachusetts
$1.8M +$5.75K +30 +0.3%
MWM
563
Mission Wealth Management
California
$1.78M +$27.8K +145 +2%
CSIC
564
Clifford Swan Investment Counsel
California
$1.73M -$115K -600 -6%
MFG
565
Merit Financial Group
Georgia
$1.73M +$617K +3,220 +55%
S
566
SignatureFD
Georgia
$1.73M +$105K +548 +6%
WAP
567
Wealthcare Advisory Partners
Pennsylvania
$1.71M -$19.9K -104 -1%
CSPAM
568
Cary Street Partners Asset Management
Virginia
$1.7M -$43.5K -227 -2%
WA
569
Wealth Alliance
New York
$1.7M -$114K -595 -6%
SC
570
Savant Capital
Illinois
$1.7M +$23.8K +124 +1%
RWB
571
RMR Wealth Builders
New Jersey
$1.68M
MF
572
Magnetar Financial
Illinois
$1.68M +$1.69M +8,829 New
FT
573
Fiduciary Trust
Massachusetts
$1.67M -$3.83K -20 -0.2%
QCG
574
Quadrant Capital Group
Ohio
$1.65M +$146K +762 +10%
SFP
575
Sweet Financial Partners
Minnesota
$1.62M +$18.2K +95 +1%