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MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PGCM
551
Prescott Group Capital Management
Oklahoma
$1.91M +$966K +5,000 +99%
HBT
552
Hills Bank & Trust
Iowa
$1.9M -$14.5K -75 -0.7%
EBT
553
Enterprise Bank & Trust
Massachusetts
$1.9M +$391K +2,026 +25%
CK
554
Cohen Klingenstein
New York
$1.89M
Nomura Holdings
555
Nomura Holdings
Japan
$1.89M +$1.92M +9,962 New
BHPW
556
Beverly Hills Private Wealth
California
$1.87M -$38.6K -200 -2%
LFG
557
Larson Financial Group
Missouri
$1.86M +$1.85M +9,571 +3,724%
SC
558
Savant Capital
Illinois
$1.86M +$168K +869 +10%
DBIA
559
Dumont & Blake Investment Advisors
New Jersey
$1.85M -$122K -630 -6%
GT
560
Greenleaf Trust
Michigan
$1.85M +$49.5K +256 +3%
GP
561
Geneva Partners
Wisconsin
$1.84M +$1.88M +9,726 New
CCG
562
Chatham Capital Group
Georgia
$1.84M
BMCM
563
Bryn Mawr Capital Management
Pennsylvania
$1.84M -$391K -2,023 -17%
PS
564
Pensionfund Sabic
Netherlands
$1.84M
Cambridge Investment Research Advisors
565
Cambridge Investment Research Advisors
Iowa
$1.83M -$165K -856 -8%
TAM
566
Tealwood Asset Management
Minnesota
$1.83M -$34.8K -180 -2%
MWM
567
Mission Wealth Management
California
$1.83M +$65.5K +339 +4%
SFP
568
Sweet Financial Partners
Minnesota
$1.83M +$215K +1,113 +13%
CC
569
Courier Capital
New York
$1.82M +$24.9K +129 +1%
BAM
570
Belpointe Asset Management
Nevada
$1.81M +$15.5K +80 +0.8%
KPWS
571
Kestra Private Wealth Services
Texas
$1.81M +$346K +1,793 +23%
FTDI
572
First Trust Direct Indexing
Massachusetts
$1.8M -$24.7K -128 -1%
GC
573
Grimes & Company
Massachusetts
$1.8M +$8.12K +42 +0.4%
BJL
574
Brighton Jones LLC
Washington
$1.78M -$45.4K -235 -2%
GS
575
GTS Securities
New York
$1.76M -$337K -1,744 -16%