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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
DEA
601
DoubleLine ETF Adviser
Florida
$1.45M +$88.9K +464 +6%
BCV
602
Banque Cantonale Vaudoise
Switzerland
$1.43M +$80.5K +420 +6%
BA
603
Bellwether Advisors
Nebraska
$1.42M +$1.43M +7,466 New
TW
604
TrinityPoint Wealth
Connecticut
$1.42M +$383 +2 +0%
DADC
605
D.A. Davidson & Co
Montana
$1.4M -$14K -73 -1%
CCM
606
Coldstream Capital Management
Washington
$1.4M -$8.05K -42 -0.6%
SF
607
Summit Financial
New Jersey
$1.39M -$31.4K -164 -2%
TSW
608
Thompson Siegel & Walmsley
Virginia
$1.39M +$1.92K +10 +0.1%
DI
609
DFPG Investments
Utah
$1.38M -$213K -1,109 -14%
CS
610
Comerica Securities
Michigan
$1.38M -$188K -981 -12%
TI
611
Tidal Investments
Wisconsin
$1.37M +$71.9K +375 +6%
BP
612
Ballentine Partners
Massachusetts
$1.37M +$288K +1,504 +26%
RFP
613
RCS Financial Planning
Maryland
$1.36M +$192 +1 +0%
FMAEN1
614
Fund Management at Engine No 1
California
$1.34M +$120K +624 +10%
AC
615
AXQ Capital
New Jersey
$1.31M +$1.32M +6,900 New
WI
616
Wintrust Investments
Illinois
$1.3M -$78.6K -410 -6%
AT
617
Arden Trust
Delaware
$1.3M -$44.5K -232 -3%
SC
618
Syon Capital
California
$1.28M +$1.29M +6,749 New
ST
619
Smithfield Trust
Pennsylvania
$1.27M +$5.56K +29 +0.4%
WPC
620
Wedmont Private Capital
Pennsylvania
$1.26M +$144K +750 +13%
PA
621
Pinnacle Associates
New York
$1.24M -$13K -68 -1%
EWM
622
Elmwood Wealth Management
California
$1.24M +$5.17K +27 +0.4%
EIA
623
Edgemoor Investment Advisors
Maryland
$1.24M
GF
624
Gries Financial
Ohio
$1.23M +$66.7K +348 +6%
CNC
625
Citizens & Northern Corp
Pennsylvania
$1.23M -$45.2K -236 -4%