We are live on ! Find out more
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
AG
701
AIA Group
Hong Kong
$708K -$112K -675 -14%
CI
702
Conning Inc
Connecticut
$701K -$80.1K -481 -10%
SIA
703
Schechter Investment Advisors
Michigan
$700K +$53K +318 +8%
FCI
704
Financial Counselors Inc
Kansas
$699K -$19.8K -119 -3%
ML
705
McAdam LLC
Pennsylvania
$689K +$37.5K +225 +6%
FRM
706
Fox Run Management
Connecticut
$687K +$687K +4,124 New
AUB
707
Atlantic Union Bankshares
Virginia
$671K
SFO
708
Stokes Family Office
Louisiana
$670K -$159K -954 -19%
WWM
709
Western Wealth Management
Colorado
$669K -$10.7K -64 -2%
BPC
710
Banque Pictet & Cie
Switzerland
$666K -$24.8K -149 -4%
PA
711
Procyon Advisors
Connecticut
$664K +$45.1K +271 +7%
MGIA
712
Matthew Goff Investment Advisor
Texas
$656K
DWM
713
Dakota Wealth Management
Florida
$656K +$80.8K +485 +14%
CCM
714
CTC Capital Management
Illinois
$645K +$645K +3,870 New
AWA
715
Amplius Wealth Advisors
Pennsylvania
$644K -$90.6K -544 -12%
FCP
716
Fidelis Capital Partners
Florida
$643K +$597K +3,586 New
KC
717
Kenfarb & Co
Kentucky
$642K -$30K -180 -4%
WCA
718
Waypoint Capital Advisors
Minnesota
$642K -$3.17K -19 -0.5%
AC
719
ASB Consultores
Florida
$636K +$187K +1,120 +41%
BSW
720
Buckingham Strategic Wealth
Missouri
$634K
CFB
721
Cullen/Frost Bankers
Texas
$631K -$22.5K -135 -3%
V
722
VeraBank
Texas
$631K -$53.8K -323 -8%
HCM
723
Hutchinson Capital Management
California
$623K +$500 +3 +0.1%
FB
724
Fulton Bank
Pennsylvania
$622K +$15.5K +93 +3%
WJWM
725
Williams Jones Wealth Management
New York
$620K