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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
BBL
651
Beck Bode LLC
Massachusetts
$1.11M +$47.1K +246 +4%
NSB
652
Norway Savings Bank
Maine
$1.11M +$1.12M +5,822 New
CA
653
Cetera Advisors
Colorado
$1.11M -$745K -3,887 -40%
S
654
SimplyRich
California
$1.09M
IIC
655
Ironwood Investment Counsel
Arizona
$1.08M +$172K +900 +19%
DCM
656
Donaldson Capital Management
Indiana
$1.08M -$24.9K -130 -2%
TAM
657
Trust Asset Management
Texas
$1.08M
WPA
658
West Paces Advisors
Georgia
$1.08M -$40.1K -209 -4%
PA
659
Profund Advisors
Maryland
$1.08M -$53.3K -278 -5%
CFAM
660
Center For Asset Management
Florida
$1.07M -$28K -146 -3%
BCM
661
Boltwood Capital Management
California
$1.06M -$20.5K -107 -2%
DA
662
Dover Advisors
Virginia
$1.05M
EFH
663
Eaton Financial Holdings
Florida
$1.04M +$1.04M +5,448 New
CG
664
Caprock Group
Idaho
$1.04M -$321K -1,673 -24%
FRM
665
Fox Run Management
Connecticut
$1.03M -$265K -1,381 -20%
FIM
666
Freedom Investment Management
Connecticut
$1.03M +$167K +873 +19%
MAS
667
Meeder Advisory Services
Ohio
$1.03M -$275K -1,433 -21%
Capstone Investment Advisors
668
Capstone Investment Advisors
New York
$1.03M +$1.02M +5,342 +6,938%
VWM
669
Venturi Wealth Management
Texas
$1.03M -$29.7K -155 -3%
DLA
670
Douglas Lane & Associates
New York
$1.02M -$28.7K -150 -3%
BC
671
Bridgefront Capital
Texas
$1.02M +$125K +653 +14%
PCM
672
Penserra Capital Management
California
$1.01M -$59.6K -311 -5%
CI
673
Cigna Investments
Connecticut
$1.01M -$131K -685 -11%
MC
674
Maverick Capital
Texas
$998K +$471K +2,459 +88%
PWM
675
Paulson Wealth Management
Illinois
$992K -$3.64K -19 -0.4%