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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
MYIA
576
Mount Yale Investment Advisors
Colorado
$1.32M -$453K -2,718 -26%
HPC
577
HM Payson & Co
Maine
$1.29M +$38.6K +232 +3%
TH
578
TCTC Holdings
Texas
$1.29M +$40.3K +242 +3%
LWCFA
579
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.29M
MCM
580
MAI Capital Management
Ohio
$1.28M -$77.5K -465 -6%
LF
581
Lantz Financial
Illinois
$1.28M
SF
582
Summit Financial
New Jersey
$1.28M +$3.5K +21 +0.3%
CA
583
Clearstead Advisors
Ohio
$1.27M +$118K +708 +10%
TW
584
TrinityPoint Wealth
Connecticut
$1.24M +$1.5K +9 +0.1%
AAS
585
Avantax Advisory Services
Texas
$1.24M +$296K +1,777 +31%
AT
586
Arden Trust
Delaware
$1.23M +$149K +893 +14%
ST
587
Smithfield Trust
Pennsylvania
$1.22M
KPWS
588
Kestra Private Wealth Services
Texas
$1.22M +$67.3K +404 +6%
TSW
589
Thompson Siegel & Walmsley
Virginia
$1.22M -$13.3K -80 -1%
WI
590
Wintrust Investments
Illinois
$1.21M
AI
591
AXS Investments
New York
$1.21M +$73.1K +439 +6%
CCM
592
Coldstream Capital Management
Washington
$1.2M -$16.5K -99 -1%
RFP
593
RCS Financial Planning
Maryland
$1.19M -$167 -1 -0%
CAM
594
Cresset Asset Management
Illinois
$1.19M -$469K -2,816 -28%
ACM
595
Acrisure Capital Management
Texas
$1.18M -$114K -682 -9%
OIAM
596
OFI Invest Asset Management
France
$1.14M +$31.7M +190,367 New
EWM
597
Elmwood Wealth Management
California
$1.11M +$13.3K +80 +1%
CNC
598
Citizens & Northern Corp
Pennsylvania
$1.11M +$15.3K +92 +1%
PGFC
599
Peapack-Gladstone Financial Corp
New Jersey
$1.1M -$18.3K -110 -2%
PA
600
Pinnacle Associates
New York
$1.09M +$10.8K +65 +1%