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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
OCBCO
626
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.38M +$1.41M +7,287 New
MFG
627
Merit Financial Group
Georgia
$1.35M -$378K -1,958 -22%
AI
628
AXS Investments
New York
$1.33M +$123K +636 +10%
DI
629
DFPG Investments
Utah
$1.33M -$7.92K -41 -0.6%
NIM
630
NEOS Investment Management
Connecticut
$1.32M +$342K +1,771 +34%
RFP
631
RCS Financial Planning
Maryland
$1.31M -$48.5K -251 -4%
WPC
632
Wedmont Private Capital
Pennsylvania
$1.29M +$46.2K +239 +4%
MME
633
Meag Munich Ergo
Germany
$1.29M +$1.32M +6,813 New
WI
634
Wintrust Investments
Illinois
$1.28M -$22.4K -116 -2%
PA
635
Paragon Advisors
Texas
$1.27M +$1.3M +6,724 New
PA
636
Pinnacle Associates
New York
$1.27M +$31.1K +161 +2%
ST
637
Smithfield Trust
Pennsylvania
$1.26M
PA
638
Profund Advisors
Maryland
$1.26M +$190K +982 +17%
AT
639
Arden Trust
Delaware
$1.26M -$34.8K -180 -3%
Optiver Holding
640
Optiver Holding
Netherlands
$1.23M +$1.26M +6,516 New
GF
641
Gries Financial
Ohio
$1.23M +$2.71K +14 +0.2%
EIA
642
Edgemoor Investment Advisors
Maryland
$1.23M -$4.64K -24 -0.4%
CWM
643
Congress Wealth Management
Massachusetts
$1.22M +$1.25M +6,446 New
CCA
644
Checchi Capital Advisers
California
$1.22M -$1.93K -10 -0.2%
CFG
645
Citizens Financial Group
Rhode Island
$1.21M +$8.12K +42 +0.7%
AWS
646
Atria Wealth Solutions
New York
$1.2M +$46.2K +239 +4%
SSA
647
Schonfeld Strategic Advisors
New York
$1.19M -$6.54M -33,847 -84%
EB
648
Exchange Bank
California
$1.19M +$4.06K +21 +0.3%
EGM
649
Engineers Gate Manager
New York
$1.18M -$9.27M -47,953 -88%
CNC
650
Citizens & Northern Corp
Pennsylvania
$1.18M -$46.8K -242 -4%