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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
FMAEN1
626
Fund Management at Engine No 1
California
$1.21M +$77.9K +439 +7%
PGFC
627
Peapack-Gladstone Financial Corp
New Jersey
$1.21M -$31.4K -177 -3%
PI
628
PFS Investments
Georgia
$1.2M +$193K +1,089 +20%
NP
629
Nilsine Partners
Colorado
$1.2M +$9.23K +52 +0.8%
EGM
630
Engineers Gate Manager
New York
$1.2M +$695K +3,917 +159%
GAM
631
Gotham Asset Management
New York
$1.2M -$3.52M -19,837 -76%
UBG
632
United Bank (Georgia)
Georgia
$1.19M -$37.3K -210 -3%
EB
633
Exchange Bank
California
$1.19M +$1.12M +6,320 New
PWPS
634
Pinnacle Wealth Planning Services
Ohio
$1.19M +$355 +2 +0%
OAM
635
Ostrum Asset Management
France
$1.18M +$3.19K +18 +0.3%
AIP
636
Ameritas Investment Partners
Nebraska
$1.17M -$20.8K -117 -2%
FWCM
637
Ferguson Wellman Capital Management
Oregon
$1.17M +$64.9K +366 +6%
CNBT
638
Canandaigua National Bank & Trust
New York
$1.16M -$15.3K -86 -1%
GF
639
Gries Financial
Ohio
$1.15M
WB
640
WesBanco Bank
West Virginia
$1.15M
DDC
641
DF Dent & Co
Maryland
$1.15M -$50.6K -285 -4%
PA
642
Parallel Advisors
California
$1.14M +$57.5K +324 +6%
UAML
643
US Asset Management LLC
Pennsylvania
$1.14M -$710 -4 -0.1%
PRC
644
Pearl River Capital
Michigan
$1.13M -$2.5M -14,109 -70%
CI
645
Cigna Investments
Connecticut
$1.13M -$3.73K -21 -0.3%
SAM
646
Shell Asset Management
Netherlands
$1.13M -$442K -2,489 -29%
HI
647
Horizon Investments
North Carolina
$1.12M +$133K +747 +14%
BAM
648
Belpointe Asset Management
Nevada
$1.12M -$816K -4,598 -44%
PA
649
Profund Advisors
Maryland
$1.12M -$18.5K -104 -2%
CA
650
Cornerstone Advisors
North Carolina
$1.11M +$1.05M +5,900 New