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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
JWM
676
JGP Wealth Management
Oregon
$782K +$4K +24 +0.5%
CA
677
Cetera Advisors
Colorado
$779K -$194K -1,166 -20%
WC
678
Wexford Capital
Florida
$776K +$776K +4,661 New
Luther King Capital Management (LKCM)
679
Luther King Capital Management (LKCM)
Texas
$775K -$1.33K -8 -0.2%
DWT
680
Dorsey & Whitney Trust
South Dakota
$773K +$136K +815 +21%
SA
681
SRN Advisors
Pennsylvania
$772K -$15.7K -94 -2%
SL
682
Sonnipe Ltd
Isle Of Man
$770K +$80.1K +481 +12%
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$768K +$13K +78 +2%
MSCM
684
McElhenny Sheffield Capital Management
Texas
$766K -$13.5K -81 -2%
SP
685
Symmetry Partners
Connecticut
$766K +$15.7K +94 +2%
First Manhattan
686
First Manhattan
New York
$764K +$38.1K +229 +5%
MCM
687
Manchester Capital Management
Vermont
$763K
EWA
688
EverSource Wealth Advisors
Alabama
$753K -$22.3K -134 -3%
IAN
689
Integrated Advisors Network
Texas
$753K -$23.5K -141 -3%
JHP
690
James Hambro & Partners
United Kingdom
$751K -$148K -889 -16%
BFM
691
Boston Financial Management
Massachusetts
$748K +$1K +6 +0.1%
WG
692
Winton Group
United Kingdom
$740K +$740K +4,444 New
QPWM
693
Quadrant Private Wealth Management
Pennsylvania
$739K -$3.83K -23 -0.5%
MFG
694
Merit Financial Group
Georgia
$731K +$204K +1,222 +39%
WFI
695
West Family Investments
California
$721K
LCWP
696
Legacy Capital Wealth Partners
Arkansas
$720K +$721K +4,326 New
BCV
697
Banque Cantonale Vaudoise
Switzerland
$718K +$16K +96 +2%
SI
698
Stephens Inc
Arkansas
$717K +$103K +620 +17%
ETH
699
Exos TFP Holdings
New York
$715K +$365K +2,192 +104%
GIA
700
Gateway Investment Advisers
Ohio
$714K -$27.2K -163 -4%