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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
GIA
726
Gateway Investment Advisers
Ohio
$774K -$17.1K -89 -2%
WWM
727
Western Wealth Management
Colorado
$768K +$5.37K +28 +0.7%
FCI
728
Financial Counselors Inc
Kansas
$767K -$7.09K -37 -0.9%
AUB
729
Atlantic Union Bankshares
Virginia
$767K
TC
730
Toews Corporation
New Jersey
$761K +$767K +4,000 New
GAG
731
GM Advisory Group
New York
$761K +$2.49K +13 +0.3%
TSS
732
Two Sigma Securities
New York
$759K +$534K +2,787 +232%
BSW
733
Buckingham Strategic Wealth
Missouri
$758K +$2.49K +13 +0.3%
WSFS
734
Wilmington Savings Fund Society
Delaware
$757K -$26.8K -140 -3%
FA
735
Fiducient Advisors
Illinois
$757K +$762K +3,978 New
SWP
736
Stratos Wealth Partners
Ohio
$750K +$163K +850 +27%
PA
737
Procyon Advisors
Connecticut
$747K -$9.78K -51 -1%
SFA
738
Sequoia Financial Advisors
Ohio
$745K +$36.6K +191 +5%
WCA
739
Waypoint Capital Advisors
Minnesota
$744K +$8.82K +46 +1%
MGIA
740
Matthew Goff Investment Advisor
Texas
$740K
APWM
741
Atlas Private Wealth Management
New York
$737K +$51.7K +270 +7%
STA
742
Summit Trail Advisors
New York
$733K +$57.1K +298 +8%
V
743
VeraBank
Texas
$721K
First Manhattan
744
First Manhattan
New York
$721K +$2.3K +12 +0.3%
MFS
745
Mirabella Financial Services
United Kingdom
$719K +$38.1K +199 +6%
EI
746
Ellevest Inc
New York
$715K +$20.9K +109 +3%
KC
747
Kenfarb & Co
Kentucky
$715K -$19.2K -100 -3%
JF
748
JSF Financial
California
$710K -$2.88K -15 -0.4%
CI
749
Conning Inc
Connecticut
$709K -$7.67K -40 -1%
WJWM
750
Williams Jones Wealth Management
New York
$709K