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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
QI
576
Qtron Investments
Massachusetts
$1.58M
TRCT
577
Tower Research Capital (TRC)
New York
$1.56M -$14.7K -83 -1%
LIA
578
LS Investment Advisors
Michigan
$1.55M
CS
579
Comerica Securities
Michigan
$1.55M -$5.86K -33 -0.4%
WI
580
WBI Investments
New Jersey
$1.54M +$582K +3,278 +67%
TPCW
581
TD Private Client Wealth
New York
$1.52M -$12.2K -69 -0.8%
DI
582
DFPG Investments
Utah
$1.52M +$12.6K +71 +0.9%
WA1
583
Wimmer Associates 1
California
$1.51M -$20.4K -115 -1%
QCM
584
Quantinno Capital Management
New York
$1.5M +$336K +1,893 +31%
AAS
585
Avantax Advisory Services
Texas
$1.5M +$102K +572 +8%
EBT
586
Enterprise Bank & Trust
Massachusetts
$1.5M -$8.87K -50 -0.6%
MYIA
587
Mount Yale Investment Advisors
Colorado
$1.5M +$13.8K +78 +1%
QCG
588
Quadrant Capital Group
Ohio
$1.49M -$43.7K -246 -3%
LI
589
LMCG Investments
Massachusetts
$1.49M -$9.76K -55 -0.7%
BS
590
Banco Santander
Spain
$1.47M -$69.2K -390 -5%
TH
591
TCTC Holdings
Texas
$1.46M
LWCFA
592
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.45M -$1.24K -7 -0.1%
LF
593
Lantz Financial
Illinois
$1.45M +$2.84K +16 +0.2%
WorldQuant Millennium Advisors
594
WorldQuant Millennium Advisors
New York
$1.43M +$1.35M +7,615 New
KPWS
595
Kestra Private Wealth Services
Texas
$1.42M +$40.5K +228 +3%
SF
596
Summit Financial
New Jersey
$1.4M -$35.1K -198 -3%
TW
597
TrinityPoint Wealth
Connecticut
$1.4M +$532 +3 +0%
DADC
598
D.A. Davidson & Co
Montana
$1.4M +$166K +937 +14%
CA
599
Clearstead Advisors
Ohio
$1.39M -$34.6K -195 -3%
CCM
600
Coldstream Capital Management
Washington
$1.39M +$35.1K +198 +3%