We are live on ! Find out more
MRSH

Marsh

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,4421,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78%88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
576
Greenleaf Trust
Michigan
$2.14M +$46.8K +228 +2%
TAIM
577
Te Ahumairangi Investment Management
New Zealand
$2.14M -$127K -620 -6%
BJL
578
Brighton Jones LLC
Washington
$2.14M -$109K -533 -5%
LCM
579
Landscape Capital Management
New Jersey
$2.12M +$2.07M +10,076 New
HBT
580
Hills Bank & Trust
Iowa
$2.12M +$26.3K +128 +1%
EWM
581
Evercore Wealth Management
New York
$2.11M +$250K +1,218 +14%
AC
582
AXQ Capital
New Jersey
$2.11M +$866K +4,216 +73%
WAP
583
Wealthcare Advisory Partners
Pennsylvania
$2.11M +$240K +1,169 +13%
KJHP
584
K.J. Harrison & Partners
Ontario, Canada
$2.11M -$411K -2,000 -17%
CK
585
Cohen Klingenstein
New York
$2.11M
CCIA
586
Campbell & Co Investment Adviser
Maryland
$2.1M +$1.32M +6,441 +182%
BAM
587
Belpointe Asset Management
Nevada
$2.1M +$194K +944 +10%
VT
588
Vise Technologies
New York
$2.09M +$145K +708 +8%
OQS
589
Occudo Quantitative Strategies
Florida
$2.08M -$3.97M -19,307 -66%
VRM
590
Vectors Research Management
New York
$2.05M -$22.6K -110 -1%
KPWS
591
Kestra Private Wealth Services
Texas
$2.05M -$67.4K -328 -3%
DWA
592
Delap Wealth Advisory
Oregon
$2.04M -$167K -811 -8%
RJT
593
Raymond James Trust
Florida
$2.03M -$189K -921 -9%
CCG
594
Chatham Capital Group
Georgia
$2.03M -$19.9K -97 -1%
EBT
595
Enterprise Bank & Trust
Massachusetts
$2.03M -$1.23K -6 -0.1%
TAM
596
Tealwood Asset Management
Minnesota
$2.02M -$11.5K -56 -0.6%
FRA
597
Front Row Advisors
California
$2.01M -$135K -656 -6%
CSPAM
598
Cary Street Partners Asset Management
Virginia
$2M +$115K +559 +6%
BCWM
599
Bartlett & Co Wealth Management
Ohio
$1.97M +$197K +961 +11%
QCG
600
Quadrant Capital Group
Ohio
$1.96M +$100K +488 +6%