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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
CNBT
651
Canandaigua National Bank & Trust
New York
$1.18M -$9.08K -47 -0.8%
FWCM
652
Ferguson Wellman Capital Management
Oregon
$1.18M
CWP
653
Concord Wealth Partners
Virginia
$1.16M +$205K +1,062 +21%
PWPS
654
Pinnacle Wealth Planning Services
Ohio
$1.16M -$12.6K -65 -1%
DDC
655
DF Dent & Co
Maryland
$1.15M -$1.16K -6 -0.1%
PGFC
656
Peapack-Gladstone Financial Corp
New Jersey
$1.15M -$57.6K -298 -5%
UBG
657
United Bank (Georgia)
Georgia
$1.15M -$4.44K -23 -0.4%
CAMV
658
Concord Asset Management (Virginia)
Virginia
$1.14M +$205K +1,061 +21%
BWAM
659
Boyd Watterson Asset Management
Ohio
$1.14M +$6.38K +33 +0.6%
UAML
660
US Asset Management LLC
Pennsylvania
$1.14M +$1.16M +6,017 New
OCM
661
Olstein Capital Management
New York
$1.14M -$1.93M -10,000 -63%
Arrowstreet Capital
662
Arrowstreet Capital
Massachusetts
$1.13M -$3.25M -16,796 -74%
PDL
663
Portfolio Design Labs
California
$1.12M +$1.15M +5,935 New
AWM
664
Aries Wealth Management
Maine
$1.12M +$21.1K +109 +2%
SAM
665
Shell Asset Management
Netherlands
$1.11M -$27.4K -142 -2%
AIP
666
Ameritas Investment Partners
Nebraska
$1.11M -$42.7K -221 -4%
NSB
667
Norway Savings Bank
Maine
$1.1M -$1.16K -6 -0.1%
PA
668
Parallel Advisors
California
$1.1M -$15.1K -78 -1%
DADC
669
D.A. Davidson & Co
Montana
$1.1M -$306K -1,583 -21%
CA
670
Cetera Advisors
Colorado
$1.1M -$5.41K -28 -0.5%
NP
671
NorthRock Partners
Minnesota
$1.1M +$572K +2,962 +105%
S
672
SimplyRich
California
$1.08M +$193 +1 +0%
IIC
673
Ironwood Investment Counsel
Arizona
$1.08M
TAM
674
Trust Asset Management
Texas
$1.08M
WPA
675
West Paces Advisors
Georgia
$1.07M -$2.71K -14 -0.2%