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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
AC
751
Abbrea Capital
California
$542K
LSA
752
Leonteq Securities AG
Switzerland
$542K -$94.1K -565 -15%
RB
753
Rodgers Brothers
Pennsylvania
$541K
KBFS
754
Kohmann Bosshard Financial Services
Ohio
$540K
BWM
755
Buckley Wealth Management
Nevada
$538K +$68.3K +410 +15%
4WM
756
44 Wealth Management
Oregon
$538K -$3.33K -20 -0.6%
QCM
757
Qsemble Capital Management
New York
$533K -$583K -3,500 -52%
DSC
758
Duncker Streett & Co
Missouri
$533K
MC
759
Maverick Capital
Texas
$530K +$530K +3,184 New
EHWM
760
Eads & Heald Wealth Management
Georgia
$530K
LFAS
761
Level Four Advisory Services
Texas
$529K +$529K +3,175 New
GL
762
Graypoint LLC
New York
$528K +$48.6K +292 +10%
LIM
763
Leavell Investment Management
Alabama
$525K
BFA
764
Bill Few Associates
Pennsylvania
$525K
TWM
765
Thrive Wealth Management
Pennsylvania
$524K +$36.1K +217 +7%
Empower Advisory Group
766
Empower Advisory Group
Colorado
$524K +$518K +3,109 New
WFPG
767
Waller Financial Planning Group
Ohio
$520K +$1.83K +11 +0.4%
VSQM
768
V-Square Quantitative Management
Illinois
$520K +$520K +3,121 New
Wealth Enhancement Advisory Services
769
Wealth Enhancement Advisory Services
Minnesota
$519K -$6.21M -37,295 -92%
NP
770
NorthRock Partners
Minnesota
$517K +$1K +6 +0.2%
DWM
771
Defined Wealth Management
Oregon
$515K
SCM
772
Shelton Capital Management
Colorado
$515K -$10.8K -65 -2%
OCG
773
Opus Capital Group
Ohio
$515K -$4.67K -28 -0.9%
NWMG
774
National Wealth Management Group
Ohio
$513K +$472K +2,831 New
SRWM
775
Shira Ridge Wealth Management
California
$507K