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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
CCM
601
Coldstream Capital Management
Washington
$1.56M +$164K +849 +12%
HWM
602
HB Wealth Management
Georgia
$1.53M +$38.3K +198 +3%
MTIC
603
Missouri Trust & Investment Company
Missouri
$1.52M +$40.8K +211 +3%
SEM
604
Suncoast Equity Management
Florida
$1.52M +$1.55M +8,045 New
LIA
605
LS Investment Advisors
Michigan
$1.52M -$48.9K -253 -3%
DGAM
606
Desjardins Global Asset Management
Quebec, Canada
$1.52M +$33K +171 +2%
RZH
607
Relyea Zuckerberg Hanson
Connecticut
$1.51M +$3.67K +19 +0.2%
SCM
608
Stevens Capital Management
Pennsylvania
$1.51M +$1.54M +7,960 New
UFF
609
USA Financial Formulas
Michigan
$1.5M +$1.53M +7,906 +34,374%
RWP
610
RWA Wealth Partners
Massachusetts
$1.49M +$920K +4,760 +153%
PA
611
PFG Advisors
Arizona
$1.49M +$7.34K +38 +0.5%
BP
612
Ballentine Partners
Massachusetts
$1.48M +$117K +607 +8%
ECM
613
ExodusPoint Capital Management
New York
$1.47M -$926K -4,794 -38%
TH
614
TCTC Holdings
Texas
$1.47M
LF
615
Lantz Financial
Illinois
$1.46M -$3.87K -20 -0.3%
CTA
616
Chesley Taft & Associates
Illinois
$1.45M -$92.8K -480 -6%
CC
617
Centiva Capital
New York
$1.43M -$1.07M -5,549 -42%
TPCW
618
TD Private Client Wealth
New York
$1.42M -$25.9K -134 -2%
WA1
619
Wimmer Associates 1
California
$1.41M -$44.6K -231 -3%
CA
620
Clearstead Advisors
Ohio
$1.41M -$1.42M -7,355 -50%
SF
621
Summit Financial
New Jersey
$1.4M +$11.8K +61 +0.8%
First Manhattan
622
First Manhattan
New York
$1.4M +$685K +3,547 +94%
LI
623
LMCG Investments
Massachusetts
$1.38M -$72.5K -375 -5%
VI
624
Versor Investments
New York
$1.38M +$580K +3,000 +70%
TSW
625
Thompson Siegel & Walmsley
Virginia
$1.38M -$1.93K -10 -0.1%