We are live on ! Find out more
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
MGIA
576
Moneta Group Investment Advisors
Missouri
$1.75M -$48.9K -253 -3%
S
577
SignatureFD
Georgia
$1.75M +$25.3K +131 +1%
FNT
578
First National Trust
Pennsylvania
$1.73M -$241K -1,249 -12%
CSIC
579
Clifford Swan Investment Counsel
California
$1.72M -$6.76K -35 -0.4%
FT
580
Fiduciary Trust
Massachusetts
$1.72M +$61.8K +320 +4%
QCG
581
Quadrant Capital Group
Ohio
$1.71M +$63K +326 +4%
SGI
582
Summit Global Investments
Utah
$1.71M +$1.14M +5,878 +188%
VT
583
Vise Technologies
New York
$1.7M +$824K +4,266 +91%
CSPAM
584
Cary Street Partners Asset Management
Virginia
$1.69M -$4.83K -25 -0.3%
WA
585
Wealth Alliance
New York
$1.69M -$2.51K -13 -0.1%
DS
586
DRW Securities
Illinois
$1.69M +$1.72M +8,900 New
EWM
587
Evercore Wealth Management
New York
$1.68M +$236K +1,223 +16%
RWB
588
RMR Wealth Builders
New Jersey
$1.68M +$1.16K +6 +0.1%
ET
589
Entropy Technologies
New York
$1.68M +$1.71M +8,845 New
WAP
590
Wealthcare Advisory Partners
Pennsylvania
$1.66M -$42.1K -218 -2%
OIA
591
OneDigital Investment Advisors
Kansas
$1.64M +$57.4K +297 +4%
NRS
592
Neville Rodie & Shaw
New York
$1.62M
BC
593
Bartlett & Co
Ohio
$1.59M
BCWM
594
Bartlett & Co Wealth Management
Ohio
$1.59M
QI
595
Qtron Investments
Massachusetts
$1.59M -$3.87K -20 -0.2%
BCV
596
Banque Cantonale Vaudoise
Switzerland
$1.58M +$163K +845 +11%
BS
597
Banco Santander
Spain
$1.58M +$42.5K +220 +3%
AWM
598
AE Wealth Management
Kansas
$1.58M -$1.2M -6,185 -43%
RWM
599
Ritholtz Wealth Management
New York
$1.58M -$570K -2,949 -26%
DEA
600
DoubleLine ETF Adviser
Florida
$1.56M +$123K +639 +8%