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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
WPC
651
Wedmont Private Capital
Pennsylvania
$1.54M +$49.1K +239 +4%
EFS
652
Essex Financial Services
Connecticut
$1.52M +$912K +4,440 +179%
TSW
653
Thompson Siegel & Walmsley
Virginia
$1.51M -$4.11K -20 -0.3%
CNC
654
Citizens & Northern Corp
Pennsylvania
$1.51M -$8.63K -42 -0.6%
Nomura Holdings
655
Nomura Holdings
Japan
$1.5M -$2.03M -9,868 -58%
FCP
656
Fidelis Capital Partners
Florida
$1.49M -$121K -590 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
657
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.48M -$54.6M -266,000 -97%
RFP
658
RCS Financial Planning
Maryland
$1.46M
DADC
659
D.A. Davidson & Co
Montana
$1.43M +$235K +1,146 +20%
PA
660
Parallel Advisors
California
$1.42M +$87.1K +424 +7%
NSB
661
Norway Savings Bank
Maine
$1.41M +$112K +544 +9%
BWAM
662
Boyd Watterson Asset Management
Ohio
$1.41M +$4.52K +22 +0.3%
ST
663
Smithfield Trust
Pennsylvania
$1.41M -$7.6K -37 -0.5%
LI
664
LMCG Investments
Massachusetts
$1.41M -$53.4K -260 -4%
PRC
665
Pearl River Capital
Michigan
$1.41M +$456K +2,220 +50%
WI
666
Wintrust Investments
Illinois
$1.4M +$2.46K +12 +0.2%
TC
667
TownSquare Capital
Utah
$1.39M +$351K +1,708 +35%
CCA
668
Checchi Capital Advisers
California
$1.38M +$6.37K +31 +0.5%
NP
669
NorthRock Partners
Minnesota
$1.37M +$126K +613 +10%
EIA
670
Edgemoor Investment Advisors
Maryland
$1.36M
PA
671
Pinnacle Associates
New York
$1.36M -$46.2K -225 -3%
UBG
672
United Bank (Georgia)
Georgia
$1.32M +$26.1K +127 +2%
EWM
673
Elmwood Wealth Management
California
$1.32M -$25.7K -125 -2%
EB
674
Exchange Bank
California
$1.31M
FWCM
675
Ferguson Wellman Capital Management
Oregon
$1.31M -$205 -1 -0%