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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
CFGS
726
Concourse Financial Group Securities
Alabama
$1.04M +$261K +1,272 +35%
EWA
727
EverSource Wealth Advisors
Alabama
$1.04M +$27.3K +133 +3%
LSAG
728
Lake Street Advisors Group
New Hampshire
$1.03M -$55.3K -269 -5%
DLA
729
Douglas Lane & Associates
New York
$1.02M -$13.1K -64 -1%
HPC
730
HM Payson & Co
Maine
$1.01M -$25.1K -122 -2%
SP
731
Symmetry Partners
Connecticut
$1.01M +$120K +585 +14%
MCM
732
Manchester Capital Management
Vermont
$1M +$28.3K +138 +3%
MYIA
733
Mount Yale Investment Advisors
Colorado
$1M +$751K +3,656 +332%
MFGM
734
Marshall Financial Group (Maryland)
Maryland
$1M +$65.5K +319 +7%
CCA
735
Criterion Capital Advisors
Tennessee
$998K +$14.8K +72 +2%
MPAM
736
Murphy Pohlad Asset Management
Minnesota
$997K
LCWP
737
Legacy Capital Wealth Partners
Arkansas
$993K +$968K +4,714 New
BBL
738
Beck Bode LLC
Massachusetts
$991K
WFI
739
West Family Investments
California
$991K +$18.1K +88 +2%
PWMAG
740
Pinnacle Wealth Management Advisory Group
New Jersey
$977K -$45.6K -222 -5%
CFB
741
Cullen/Frost Bankers
Texas
$976K +$225K +1,097 +31%
SAG
742
SageView Advisory Group
California
$976K +$952K +4,632 New
NP
743
Nilsine Partners
Colorado
$972K -$2.05K -10 -0.2%
LIM
744
Leavell Investment Management
Alabama
$967K +$291K +1,416 +45%
CWM
745
Connecticut Wealth Management
Connecticut
$963K +$38.2K +186 +4%
BA
746
Bridgewater Associates
Connecticut
$958K +$934K +4,547 New
RDWM
747
Red Door Wealth Management
Tennessee
$956K
SI
748
Stephens Inc
Arkansas
$951K -$77.4K -377 -8%
QPWM
749
Quadrant Private Wealth Management
Pennsylvania
$949K +$11.7K +57 +1%
JWM
750
JGP Wealth Management
Oregon
$948K +$34.7K +169 +4%