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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
AFA
626
Abacus FCF Advisors
Florida
$1.22M -$33.5K -175 -3%
CCA
627
Checchi Capital Advisers
California
$1.22M -$30.3K -158 -2%
AI
628
AXS Investments
New York
$1.22M -$95.3K -497 -7%
PGFC
629
Peapack-Gladstone Financial Corp
New Jersey
$1.22M -$8.24K -43 -0.7%
NP
630
Nilsine Partners
Colorado
$1.21M -$1.15K -6 -0.1%
AIM
631
Aigen Investment Management
New York
$1.21M -$7.98M -41,627 -87%
CFG
632
Citizens Financial Group
Rhode Island
$1.21M -$3.43M -17,921 -74%
GAM
633
Gotham Asset Management
New York
$1.21M -$4.03K -21 -0.3%
SFO
634
Stokes Family Office
Louisiana
$1.2M +$85.5K +446 +8%
CNBT
635
Canandaigua National Bank & Trust
New York
$1.19M +$20.7K +108 +2%
HI
636
Horizon Investments
North Carolina
$1.19M +$58.8K +307 +5%
EB
637
Exchange Bank
California
$1.19M -$14K -73 -1%
FWCM
638
Ferguson Wellman Capital Management
Oregon
$1.18M +$1.34K +7 +0.1%
PWPS
639
Pinnacle Wealth Planning Services
Ohio
$1.18M -$25.3K -132 -2%
Luther King Capital Management (LKCM)
640
Luther King Capital Management (LKCM)
Texas
$1.17M +$280K +1,462 +31%
DDC
641
DF Dent & Co
Maryland
$1.16M +$575 +3 +0%
UBG
642
United Bank (Georgia)
Georgia
$1.16M -$46.2K -241 -4%
AWS
643
Atria Wealth Solutions
New York
$1.16M +$504K +2,632 +77%
AIP
644
Ameritas Investment Partners
Nebraska
$1.15M -$31.8K -166 -3%
LWCFA
645
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.15M -$342K -1,786 -23%
SAM
646
Shell Asset Management
Netherlands
$1.14M +$3.07K +16 +0.3%
BWAM
647
Boyd Watterson Asset Management
Ohio
$1.14M -$100K -524 -8%
PFG
648
Prosperity Financial Group
California
$1.12M +$135K +706 +14%
PA
649
Parallel Advisors
California
$1.12M -$37.2K -194 -3%
AWM
650
Aries Wealth Management
Maine
$1.11M +$47.9K +250 +5%