We are live on ! Find out more
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
TSW
601
Thompson Siegel & Walmsley
Virginia
$1.37M
WI
602
Wintrust Investments
Illinois
$1.37M
DGAM
603
Desjardins Global Asset Management
Quebec, Canada
$1.35M +$179K +1,007 +16%
RFP
604
RCS Financial Planning
Maryland
$1.35M +$355 +2 +0%
DEA
605
DoubleLine ETF Adviser
Florida
$1.34M +$274K +1,544 +28%
CG
606
Caprock Group
Idaho
$1.34M +$114K +640 +10%
BCV
607
Banque Cantonale Vaudoise
Switzerland
$1.33M +$494K +2,784 +65%
AT
608
Arden Trust
Delaware
$1.32M -$61.8K -348 -5%
QCM
609
Qsemble Capital Management
New York
$1.32M +$674K +3,800 +119%
RWM
610
Ritholtz Wealth Management
New York
$1.3M +$92.1K +519 +8%
AI
611
AXS Investments
New York
$1.3M -$65.3K -368 -5%
OIA
612
OneDigital Investment Advisors
Kansas
$1.29M -$491K -2,766 -29%
MAS
613
Meeder Advisory Services
Ohio
$1.29M +$112K +630 +10%
Holocene Advisors
614
Holocene Advisors
New York
$1.28M -$1.8M -10,117 -60%
TI
615
Tidal Investments
Wisconsin
$1.28M -$2.02M -11,403 -63%
FRM
616
Fox Run Management
Connecticut
$1.28M +$476K +2,684 +65%
CNC
617
Citizens & Northern Corp
Pennsylvania
$1.26M +$9.4K +53 +0.8%
ST
618
Smithfield Trust
Pennsylvania
$1.25M -$124K -700 -10%
AFA
619
Abacus FCF Advisors
Florida
$1.24M +$1.17M +6,606 New
PA
620
Pinnacle Associates
New York
$1.24M +$8.7K +49 +0.7%
CCA
621
Checchi Capital Advisers
California
$1.24M +$80.9K +456 +7%
BWAM
622
Boyd Watterson Asset Management
Ohio
$1.22M -$355 -2 -0%
EIA
623
Edgemoor Investment Advisors
Maryland
$1.22M -$1.77K -10 -0.2%
EWM
624
Elmwood Wealth Management
California
$1.22M -$28.7K -162 -2%
HWM
625
HB Wealth Management
Georgia
$1.22M +$135K +762 +13%