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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
HCM
751
Hutchinson Capital Management
California
$708K -$4.6K -24 -0.6%
SWM
752
Spire Wealth Management
Virginia
$696K +$490K +2,558 +233%
AFP
753
Ausdal Financial Partners
Iowa
$694K +$6.9K +36 +1%
ML
754
McAdam LLC
Pennsylvania
$691K -$100K -523 -13%
GL
755
Graypoint LLC
New York
$686K +$12.8K +67 +2%
UM
756
UniSuper Management
Australia
$685K
SRWM
757
Shira Ridge Wealth Management
California
$683K -$383 -2 -0.1%
AG
758
AIA Group
Hong Kong
$681K +$685K +3,576 New
CFB
759
Cullen/Frost Bankers
Texas
$673K -$21.1K -110 -3%
NB
760
Nicolet Bankshares
Wisconsin
$669K -$391K -2,041 -37%
CT
761
Caldwell Trust
Florida
$669K -$4.79K -25 -0.7%
NCM
762
Noesis Capital Mangement
Florida
$666K
T
763
TrueFG
Texas
$666K
DWM
764
Dakota Wealth Management
Florida
$663K -$107K -557 -14%
MSCM
765
McElhenny Sheffield Capital Management
Texas
$662K -$83.8K -437 -11%
HF
766
HRT Financial
New York
$662K -$6.06M -31,629 -90%
KCM
767
Kathmere Capital Management
Pennsylvania
$660K +$159K +827 +31%
CAM
768
Chesapeake Asset Management
New York
$659K +$79.7K +416 +14%
HH
769
Hilltop Holdings
Texas
$652K -$42K -219 -6%
HFM
770
Harvest Fund Management
China
$647K +$497K +2,591 +321%
BWM
771
Buckley Wealth Management
Nevada
$646K -$182K -952 -22%
OAM
772
Ostrum Asset Management
France
$645K -$550K -2,870 -46%
GIA
773
Gladstone Institutional Advisory
Florida
$627K -$51.2K -267 -7%
TWM
774
Thrive Wealth Management
Pennsylvania
$626K +$18.2K +95 +3%
Empower Advisory Group
775
Empower Advisory Group
Colorado
$625K +$37K +193 +6%