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MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
626
West Paces Advisors
Georgia
$988K +$6.5K +39 +0.7%
KWA
627
KCS Wealth Advisory
California
$978K -$129K -774 -12%
SIA
628
SkyView Investment Advisors
New Jersey
$974K +$11K +66 +1%
FWCM
629
Ferguson Wellman Capital Management
Oregon
$972K -$12.5K -75 -1%
MTIC
630
Missouri Trust & Investment Company
Missouri
$971K -$125K -750 -11%
BBL
631
Beck Bode LLC
Massachusetts
$968K +$185K +1,113 +24%
PA
632
Parallel Advisors
California
$958K -$9.99K -60 -1%
TCBWMS
633
Texas Capital Bank Wealth Management Services
Texas
$952K +$46.6K +280 +5%
S
634
SimplyRich
California
$951K
HWM
635
HB Wealth Management
Georgia
$949K +$4.17K +25 +0.4%
CGL
636
Clarius Group LLC
Washington
$948K -$66.5K -399 -7%
BCM
637
Boltwood Capital Management
California
$948K -$3.5K -21 -0.4%
TAM
638
Trust Asset Management
Texas
$946K +$1.83K +11 +0.2%
ACM
639
Allred Capital Management
Texas
$939K -$3.17K -19 -0.3%
DCM
640
Donaldson Capital Management
Indiana
$938K +$160K +959 +21%
DEA
641
DoubleLine ETF Adviser
Florida
$933K -$233K -1,398 -20%
SWA
642
SFMG Wealth Advisors
Texas
$926K +$2.5K +15 +0.3%
CIA
643
Capital Investment Advisors
Georgia
$923K +$30.2K +181 +3%
AWM
644
Aries Wealth Management
Maine
$922K
DA
645
Dover Advisors
Virginia
$921K
DLA
646
Douglas Lane & Associates
New York
$919K -$88.8K -533 -9%
WPC
647
Wedmont Private Capital
Pennsylvania
$916K +$107K +641 +13%
SFI
648
Susquehanna Fundamental Investments
Pennsylvania
$910K -$14.6M -87,778 -94%
BC
649
Bridgefront Capital
Texas
$909K +$909K +5,458 New
NSB
650
Norway Savings Bank
Maine
$906K -$5.83K -35 -0.6%