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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
EI
726
Ellevest Inc
New York
$617K -$44.6K -268 -7%
WSFS
727
Wilmington Savings Fund Society
Delaware
$613K +$123K +739 +25%
KFP
728
KB Financial Partners
New Jersey
$612K +$833 +5 +0.1%
SBIA
729
Sheaff Brock Investment Advisors
Indiana
$612K +$612K +3,673 New
HH
730
Hilltop Holdings
Texas
$610K -$30K -180 -5%
VT
731
Vise Technologies
New York
$605K +$28.2K +169 +5%
IW
732
Imprint Wealth
South Carolina
$600K +$600K +3,600 New
AFP
733
Ausdal Financial Partners
Iowa
$598K -$1.17K -7 -0.2%
AWS
734
Atria Wealth Solutions
New York
$587K +$28.3K +170 +5%
SIM
735
Sentry Investment Management
Wisconsin
$586K -$193K -1,160 -25%
SFS
736
Stiles Financial Services
Minnesota
$585K +$1.5K +9 +0.3%
NCM
737
Noesis Capital Mangement
Florida
$583K
T
738
TrueFG
Texas
$583K
CT
739
Caldwell Trust
Florida
$576K
PCS
740
Personal CFO Solutions
New Jersey
$573K +$14.5K +87 +3%
SFA
741
Sequoia Financial Advisors
Ohio
$572K -$7.33K -44 -1%
SC
742
Savant Capital
Illinois
$571K +$5.66K +34 +1%
BWP
743
BSW Wealth Partners
Colorado
$564K +$38.5K +231 +7%
GCWM
744
Graham Capital Wealth Management
District of Columbia
$563K +$56.3K +338 New
AWM
745
Axxcess Wealth Management
California
$560K +$211K +1,267 +60%
DW
746
Domani Wealth
Pennsylvania
$556K
AWA
747
Archvest Wealth Advisors
California
$554K -$18.5K -111 -3%
SGI
748
Summit Global Investments
Utah
$551K +$29.7K +178 +6%
MA
749
Mutual Advisors
Nebraska
$548K +$223K +1,338 +69%
AWE
750
Avidian Wealth Enterprises
Texas
$548K -$67.6K -406 -11%