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MRSH

Marsh

1,470 hedge funds and large institutions have $92.2B invested in Marsh in 2024 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 592 increasing their positions, 517 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more call options, than puts

Call options by funds: $371M | Put options by funds: $165M

65% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 72

19% more funds holding in top 10

Funds holding in top 10: 2125 (+4)

15% more repeat investments, than reductions

Existing positions increased: 592 | Existing positions reduced: 517

2% more funds holding

Funds holding: 1,4421,470 (+28)

3% more capital invested

Capital invested by funds: $89.8B → $92.2B (+$2.37B)

0.07% less ownership

Funds ownership: 88.78%88.71% (-0.07%)

Holders
1,470
Holders Change
+28
Holders Change %
+1.94%
% of All Funds
21.23%
Holding in Top 10
25
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+19.05%
% of All Funds
0.36%
New
119
Increased
592
Reduced
517
Closed
72
Calls
$371M
Puts
$165M
Net Calls
+$206M
Net Calls Change
+$38.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
626
Trexquant Investment
Connecticut
$1.74M -$6.75M -32,881 -80%
PP
627
Pegasus Partners
Wisconsin
$1.74M -$860K -4,185 -34%
DEA
628
DoubleLine ETF Adviser
Florida
$1.74M -$68.2K -332 -4%
FNT
629
First National Trust
Pennsylvania
$1.73M -$99K -482 -6%
TPCW
630
TD Private Client Wealth
New York
$1.73M -$11.9K -58 -0.7%
SC
631
Syon Capital
California
$1.72M +$26.1K +127 +2%
GS
632
GTS Securities
New York
$1.71M +$1.39M +6,775 +514%
CA
633
Clearstead Advisors
Ohio
$1.7M +$113K +548 +7%
MAS
634
Meeder Advisory Services
Ohio
$1.69M +$483K +2,353 +41%
LIA
635
LS Investment Advisors
Michigan
$1.69M
IA
636
IAM Advisory
Pennsylvania
$1.67M +$37K +180 +2%
PP
637
PDT Partners
New York
$1.66M -$31.4K -153 -2%
BMCM
638
Bryn Mawr Capital Management
Pennsylvania
$1.65M -$118K -572 -7%
SC
639
Savant Capital
Illinois
$1.65M -$172K -835 -10%
RZH
640
Relyea Zuckerberg Hanson
Connecticut
$1.63M +$28.6K +139 +2%
TH
641
TCTC Holdings
Texas
$1.63M
LF
642
Lantz Financial
Illinois
$1.63M -$4.93K -24 -0.3%
CSIC
643
Clifford Swan Investment Counsel
California
$1.62M -$267K -1,300 -14%
RWP
644
RWA Wealth Partners
Massachusetts
$1.6M -$10.1K -49 -0.6%
WA1
645
Wimmer Associates 1
California
$1.6M
MTC
646
Matrix Trust Company
Colorado
$1.58M +$9.04K +44 +0.6%
CFG
647
Citizens Financial Group
Rhode Island
$1.58M +$231K +1,123 +18%
PA
648
Profund Advisors
Maryland
$1.56M -$31K -151 -2%
ETC
649
Exchange Traded Concepts
Oklahoma
$1.56M -$461K -2,243 -23%
CTA
650
Chesley Taft & Associates
Illinois
$1.56M -$46K -224 -3%