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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
NIM
676
NEOS Investment Management
Connecticut
$992K +$999K +5,211 New
ROTUOC
677
Regents of the University of California
California
$990K
MMHP
678
Murphy Middleton Hinkle & Parker
Georgia
$988K
EF
679
Empowered Funds
Pennsylvania
$984K +$209K +1,090 +27%
EIM
680
Essex Investment Management
Massachusetts
$973K -$13K -68 -1%
CWP
681
Concord Wealth Partners
Virginia
$967K +$925K +4,828 +1,916%
PGCM
682
Prescott Group Capital Management
Oklahoma
$962K +$969K +5,055 New
GW
683
GW & Wade
Massachusetts
$961K +$968K +5,050 New
HPC
684
HM Payson & Co
Maine
$959K +$143K +744 +17%
PWM
685
Perigon Wealth Management
California
$958K -$40.8K -213 -4%
SWA
686
SFMG Wealth Advisors
Texas
$949K -$15.1K -79 -2%
CAMV
687
Concord Asset Management (Virginia)
Virginia
$947K +$953K +4,975 New
MPAM
688
Murphy Pohlad Asset Management
Minnesota
$946K -$15.3K -80 -2%
VFA
689
Valeo Financial Advisors
Indiana
$945K +$76.5K +399 +9%
BFM
690
Boston Financial Management
Massachusetts
$937K -$8.05K -42 -0.8%
KWA
691
KCS Wealth Advisory
California
$931K -$162K -846 -15%
ACM
692
Allred Capital Management
Texas
$923K -$29.9K -156 -3%
DWT
693
Dorsey & Whitney Trust
South Dakota
$911K +$12.6K +66 +1%
Credit Agricole
694
Credit Agricole
France
$910K +$893K +4,657 +3,756%
PWMAG
695
Pinnacle Wealth Management Advisory Group
New Jersey
$908K +$1.73K +9 +0.2%
OQS
696
Occudo Quantitative Strategies
Florida
$908K -$2.36M -12,301 -72%
CGL
697
Clarius Group LLC
Washington
$907K -$207K -1,082 -18%
MCM
698
Manchester Capital Management
Vermont
$900K +$37.2K +194 +4%
UCFA
699
United Capital Financial Advisors
Texas
$898K -$733K -3,826 -45%
GRP
700
Global Retirement Partners
California
$897K +$4.98K +26 +0.6%