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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
PI
651
PFS Investments
Georgia
$900K +$235K +1,413 +36%
Arrowstreet Capital
652
Arrowstreet Capital
Massachusetts
$898K +$898K +5,393 New
CWA
653
CM Wealth Advisors
Ohio
$893K +$841K +5,049 New
VWM
654
Venturi Wealth Management
Texas
$892K -$46.8K -281 -5%
BP
655
Ballentine Partners
Massachusetts
$882K +$285K +1,711 +48%
MOS
656
MGO One Seven
Ohio
$871K +$47.5K +285 +6%
BHWM
657
Bar Harbor Wealth Management
New Hampshire
$867K -$94.3K -566 -10%
HI
658
Horizon Investments
North Carolina
$866K -$209K -1,256 -19%
ROTUOC
659
Regents of the University of California
California
$866K
MMHP
660
Murphy Middleton Hinkle & Parker
Georgia
$865K
EIM
661
Essex Investment Management
Massachusetts
$863K -$203K -1,220 -19%
MYLI
662
Meiji Yasuda Life Insurance
Japan
$852K -$3.33K -20 -0.4%
VEA
663
Virtus ETF Advisers
New York
$852K +$21.8K +131 +3%
PFG
664
Prosperity Financial Group
California
$842K -$2.67K -16 -0.3%
MPAM
665
Murphy Pohlad Asset Management
Minnesota
$841K
GRP
666
Global Retirement Partners
California
$835K +$143K +860 +22%
PWM
667
Perigon Wealth Management
California
$824K +$9.33K +56 +1%
KCG
668
Kinsale Capital Group
Virginia
$823K +$823K +4,941 New
VFA
669
Valeo Financial Advisors
Indiana
$822K +$261K +1,567 +47%
WI
670
WBI Investments
New Jersey
$819K -$1.69M -10,174 -67%
SFS
671
Sowell Financial Services
Arkansas
$809K -$1.66M -9,979 -67%
IIC
672
Ironwood Investment Counsel
Arizona
$799K -$3.33K -20 -0.4%
GIA
673
Gladstone Institutional Advisory
Florida
$790K -$171K -1,028 -18%
KWM
674
Kingsview Wealth Management
Oregon
$790K -$105K -628 -12%
OC
675
Oppenheimer & Co
New York
$786K -$21K -126 -3%