We are live on ! Find out more
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
NRS
701
Neville Rodie & Shaw
New York
$1.17M -$616K -3,000 -35%
PFG
702
Prosperity Financial Group
California
$1.16M -$39.4K -192 -3%
STA
703
Summit Trail Advisors
New York
$1.16M +$212K +1,030 +23%
LCM
704
Laurion Capital Management
New York
$1.16M +$1.13M +5,499 New
CNBT
705
Canandaigua National Bank & Trust
New York
$1.16M -$94.1K -458 -8%
MOS
706
MGO One Seven
Ohio
$1.15M +$84.2K +410 +8%
BHWM
707
Bar Harbor Wealth Management
New Hampshire
$1.14M +$46.2K +225 +4%
OC
708
Oppenheimer & Co
New York
$1.14M +$210K +1,024 +23%
CFAM
709
Center For Asset Management
Florida
$1.14M +$10.9K +53 +1%
DA
710
Dover Advisors
Virginia
$1.14M
EWM
711
Empirical Wealth Management
Washington
$1.14M -$397K -1,931 -26%
BCM
712
Boltwood Capital Management
California
$1.12M -$32.3K -157 -3%
VFA
713
Valeo Financial Advisors
Indiana
$1.12M +$34.7K +169 +3%
LWAM
714
Legacy Wealth Asset Management
Minnesota
$1.11M +$487K +2,371 +82%
FW
715
FullCircle Wealth
Texas
$1.11M +$1.05M +5,090 New
AFA
716
AA Financial Advisors
Ohio
$1.1M -$21.8K -106 -2%
CI
717
Cigna Investments
Connecticut
$1.09M -$11.7K -57 -1%
CFP
718
Cascade Financial Partners
California
$1.08M
WPA
719
West Paces Advisors
Georgia
$1.08M -$7.19K -35 -0.7%
CAG
720
Csenge Advisory Group
Florida
$1.08M +$267K +1,299 +34%
FCA
721
Fortis Capital Advisors
Kansas
$1.08M +$193K +939 +23%
MMHP
722
Murphy Middleton Hinkle & Parker
Georgia
$1.07M -$20.5K -100 -2%
KCM
723
Kathmere Capital Management
Pennsylvania
$1.07M +$103K +502 +11%
IAN
724
Integrated Advisors Network
Texas
$1.06M +$75.2K +366 +8%
BFM
725
Boston Financial Management
Massachusetts
$1.05M +$11.7K +57 +1%