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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
BRWA
751
B. Riley Wealth Advisors
Florida
$946K +$265K +1,288 +40%
DWT
752
Dorsey & Whitney Trust
South Dakota
$944K -$124K -604 -12%
FTWA
753
Fifth Third Wealth Advisors
Ohio
$944K +$920K +4,478 New
JF
754
Jump Financial
Illinois
$937K -$52.6K -256 -5%
SIA
755
Schechter Investment Advisors
Michigan
$935K +$38.2K +186 +4%
NB
756
Nicolet Bankshares
Wisconsin
$933K +$105K +511 +13%
DAS
757
Diversify Advisory Services
Utah
$923K -$161K -784 -15%
IWC
758
Integrated Wealth Concepts
Massachusetts
$919K +$142K +689 +19%
RSWM
759
Robertson Stephens Wealth Management
California
$911K +$29.4K +143 +3%
WWM
760
Western Wealth Management
Colorado
$909K +$28.1K +137 +3%
FFA
761
Farther Finance Advisors
California
$909K +$408K +1,986 +85%
ANTB
762
AMG National Trust Bank
Colorado
$907K +$18.3K +89 +2%
ACM
763
Advance Capital Management
Michigan
$905K +$411 +2 +0%
ACM
764
Allred Capital Management
Texas
$905K -$54.4K -265 -6%
EIM
765
Essex Investment Management
Massachusetts
$902K -$89.8K -437 -9%
GCA
766
Genesee Capital Advisors
New York
$901K +$9.24K +45 +1%
SA
767
SRN Advisors
Pennsylvania
$886K
NC
768
nVerses Capital
Florida
$885K +$637K +3,100 +282%
PHK
769
Point72 Hong Kong
Hong Kong
$874K -$4.07M -19,820 -83%
MTIC
770
Missouri Trust & Investment Company
Missouri
$871K -$720K -3,503 -46%
IGAM
771
iA Global Asset Management
Quebec, Canada
$868K -$1.38M -6,699 -62%
AF
772
Allworth Financial
California
$861K +$127K +620 +19%
FAIM
773
Financial Advocates Investment Management
Washington
$860K +$123K +600 +17%
CT
774
Caldwell Trust
Florida
$854K +$119K +580 +17%
TSMHT
775
Thurston Springer Miller Herd & Titak
Indiana
$853K +$831K +4,047 New