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MRSH

Marsh

1,255 hedge funds and large institutions have $81.9B invested in Marsh in 2023 Q2 according to their latest regulatory filings, with 112 funds opening new positions, 448 increasing their positions, 464 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 112 | Existing positions closed: 75

28% more funds holding in top 10

Funds holding in top 10: 2532 (+7)

25% more call options, than puts

Call options by funds: $95.5M | Put options by funds: $76.6M

13% more capital invested

Capital invested by funds: $72.5B → $81.9B (+$9.35B)

3% more funds holding

Funds holding: 1,2241,255 (+31)

0.17% more ownership

Funds ownership: 87.68%87.85% (+0.17%)

3% less repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 464

Holders
1,255
Holders Change
+31
Holders Change %
+2.53%
% of All Funds
19.7%
Holding in Top 10
32
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+28%
% of All Funds
0.5%
New
112
Increased
448
Reduced
464
Closed
75
Calls
$95.5M
Puts
$76.6M
Net Calls
+$19M
Net Calls Change
+$7.32M
Name Holding Trade Value Shares
Change
Change in
Stake
MMHP
676
Murphy Middleton Hinkle & Parker
Georgia
$976K
EIM
677
Essex Investment Management
Massachusetts
$974K
PFG
678
Prosperity Financial Group
California
$973K +$21.5K +121 +2%
SWA
679
SFMG Wealth Advisors
Texas
$952K -$88K -496 -9%
MPAM
680
Murphy Pohlad Asset Management
Minnesota
$950K
ACM
681
Allred Capital Management
Texas
$942K -$112K -633 -11%
BFM
682
Boston Financial Management
Massachusetts
$934K +$84.5K +476 +11%
BPC
683
Banque Pictet & Cie
Switzerland
$910K +$149K +837 +21%
IIC
684
Ironwood Investment Counsel
Arizona
$903K
PWMAG
685
Pinnacle Wealth Management Advisory Group
New Jersey
$896K +$27K +152 +3%
MOS
686
MGO One Seven
Ohio
$895K -$82.9K -467 -9%
OC
687
Oppenheimer & Co
New York
$889K +$1.77K +10 +0.2%
DWT
688
Dorsey & Whitney Trust
South Dakota
$888K +$13.7K +77 +2%
BHWM
689
Bar Harbor Wealth Management
New Hampshire
$887K -$86.8K -489 -9%
BC
690
Bridgefront Capital
Texas
$881K -$137K -773 -14%
Luther King Capital Management (LKCM)
691
Luther King Capital Management (LKCM)
Texas
$881K +$4.61K +26 +0.6%
GRP
692
Global Retirement Partners
California
$878K -$4.79K -27 -0.6%
SL
693
Sonnipe Ltd
Isle Of Man
$869K
IAN
694
Integrated Advisors Network
Texas
$868K +$17.4K +98 +2%
JWM
695
JGP Wealth Management
Oregon
$866K -$16K -90 -2%
SP
696
Symmetry Partners
Connecticut
$865K
VFA
697
Valeo Financial Advisors
Indiana
$858K -$66K -372 -8%
FIM
698
Freedom Investment Management
Connecticut
$856K +$388K +2,185 +92%
SA
699
SRN Advisors
Pennsylvania
$855K -$24.3K -137 -3%
MCM
700
Manchester Capital Management
Vermont
$853K -$8.16K -46 -1%