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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
FIM
676
Freedom Investment Management
Connecticut
$1.28M +$40.1K +195 +3%
CWP
677
Concord Wealth Partners
Virginia
$1.28M -$12.7K -62 -1%
PGFC
678
Peapack-Gladstone Financial Corp
New Jersey
$1.27M -$7.6K -37 -0.6%
CAS
679
CTC Alternative Strategies
Illinois
$1.26M +$1.23M +6,000 New
Arrowstreet Capital
680
Arrowstreet Capital
Massachusetts
$1.26M
PWPS
681
Pinnacle Wealth Planning Services
Ohio
$1.26M -$20.7K -101 -2%
CAMV
682
Concord Asset Management (Virginia)
Virginia
$1.26M -$12.7K -62 -1%
CIA
683
Concurrent Investment Advisors
Florida
$1.24M +$332K +1,614 +38%
S
684
SimplyRich
California
$1.23M +$10.9K +53 +0.9%
AI
685
AXS Investments
New York
$1.23M -$58.1K -283 -5%
HCM
686
Highview Capital Management
Illinois
$1.21M +$103K +503 +10%
DTL
687
Dynamic Technology Lab
Singapore
$1.21M -$2.32M -11,282 -66%
FPAS
688
Focus Partners Advisor Solutions
Missouri
$1.2M +$878K +4,272 +297%
UAML
689
US Asset Management LLC
Pennsylvania
$1.2M -$49.3K -240 -4%
IIC
690
Ironwood Investment Counsel
Arizona
$1.2M -$3.29K -16 -0.3%
TAM
691
Trust Asset Management
Texas
$1.2M
GF
692
Gries Financial
Ohio
$1.19M -$110K -536 -9%
GRP
693
Global Retirement Partners
California
$1.19M +$172K +836 +17%
KPP
694
Kings Path Partners
Texas
$1.19M +$1.16M +5,625 New
DDC
695
DF Dent & Co
Maryland
$1.18M -$139K -678 -11%
AT
696
Arden Trust
Delaware
$1.18M -$79.9K -389 -6%
AWM
697
Aries Wealth Management
Maine
$1.18M -$69.6K -339 -6%
PWM
698
Perigon Wealth Management
California
$1.18M -$10.7K -52 -0.9%
AIP
699
Ameritas Investment Partners
Nebraska
$1.17M -$27.9K -136 -2%
PS
700
Principal Securities
Iowa
$1.17M +$75.6K +368 +7%