We are live on ! Find out more
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
NRS
576
Neville Rodie & Shaw
New York
$1.62M
WBC
577
Westpac Banking Corp
Australia
$1.62M -$1.39M -7,252 -46%
BC
578
Bartlett & Co
Ohio
$1.6M -$19.7K -103 -1%
BCWM
579
Bartlett & Co Wealth Management
Ohio
$1.6M -$19.7K -103 -1%
QI
580
Qtron Investments
Massachusetts
$1.6M
OIA
581
OneDigital Investment Advisors
Kansas
$1.59M +$285K +1,489 +22%
LSA
582
L & S Advisors
California
$1.58M +$1.59M +8,293 New
LIA
583
LS Investment Advisors
Michigan
$1.57M
BS
584
Banco Santander
Spain
$1.55M +$67.1K +350 +4%
CTA
585
Chesley Taft & Associates
Illinois
$1.55M -$106K -555 -6%
MC
586
Machina Capital
France
$1.55M +$931K +4,859 +149%
EBT
587
Enterprise Bank & Trust
Massachusetts
$1.52M -$767 -4 -0.1%
RZH
588
Relyea Zuckerberg Hanson
Connecticut
$1.52M -$88.9K -464 -5%
HWM
589
HB Wealth Management
Georgia
$1.5M +$272K +1,421 +22%
MTIC
590
Missouri Trust & Investment Company
Missouri
$1.49M +$407K +2,122 +37%
DGAM
591
Desjardins Global Asset Management
Quebec, Canada
$1.49M +$122K +636 +9%
PA
592
PFG Advisors
Arizona
$1.49M -$208K -1,085 -12%
MYIA
593
Mount Yale Investment Advisors
Colorado
$1.48M -$37.2K -194 -2%
KPWS
594
Kestra Private Wealth Services
Texas
$1.47M +$33.9K +177 +2%
TH
595
TCTC Holdings
Texas
$1.47M
LF
596
Lantz Financial
Illinois
$1.47M +$5.75K +30 +0.4%
WA1
597
Wimmer Associates 1
California
$1.46M -$69.8K -364 -5%
LI
598
LMCG Investments
Massachusetts
$1.46M -$46K -240 -3%
EWM
599
Evercore Wealth Management
New York
$1.46M -$163K -852 -10%
TPCW
600
TD Private Client Wealth
New York
$1.46M -$80.7K -421 -5%