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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
VT
701
Vise Technologies
New York
$893K +$168K +878 +23%
IAN
702
Integrated Advisors Network
Texas
$891K +$12.8K +67 +1%
OC
703
Oppenheimer & Co
New York
$889K -$10.7K -56 -1%
CIA
704
Capital Investment Advisors
Georgia
$884K +$890K +4,643 New
SA
705
SRN Advisors
Pennsylvania
$882K +$16.9K +88 +2%
SP
706
Symmetry Partners
Connecticut
$875K
TCBWMS
707
Texas Capital Bank Wealth Management Services
Texas
$873K +$49.4K +258 +6%
BHWM
708
Bar Harbor Wealth Management
New Hampshire
$870K -$27.2K -142 -3%
JWM
709
JGP Wealth Management
Oregon
$867K -$9.97K -52 -1%
MOS
710
MGO One Seven
Ohio
$865K -$41.4K -216 -5%
LCWP
711
Legacy Capital Wealth Partners
Arkansas
$859K +$866K +4,516 New
SIA
712
Schechter Investment Advisors
Michigan
$844K +$6.9K +36 +0.8%
QPWM
713
Quadrant Private Wealth Management
Pennsylvania
$844K
SL
714
Sonnipe Ltd
Isle Of Man
$841K -$38.9K -203 -4%
FB
715
Fulton Bank
Pennsylvania
$841K +$84.5K +441 +11%
WFI
716
West Family Investments
California
$833K
VSQM
717
V-Square Quantitative Management
Illinois
$821K +$257K +1,342 +45%
VI
718
Versor Investments
New York
$819K +$825K +4,303 New
PCS
719
Personal CFO Solutions
New Jersey
$800K +$555K +2,898 +222%
MSAM
720
Moloney Securities Asset Management
Missouri
$797K +$802K +4,187 New
DFCM
721
Dark Forest Capital Management
Puerto Rico
$796K +$802K +4,182 New
AWA
722
Amplius Wealth Advisors
Pennsylvania
$792K +$57.7K +301 +8%
FCP
723
Fidelis Capital Partners
Florida
$791K +$38.5K +201 +5%
EWA
724
EverSource Wealth Advisors
Alabama
$780K -$14.8K -77 -2%
SI
725
Stephens Inc
Arkansas
$780K -$38.1K -199 -5%