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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
9WM
776
9258 Wealth Management
Ohio
$506K -$2.17K -13 -0.4%
NSAM
777
North Star Asset Management
Wisconsin
$502K -$1.67K -10 -0.3%
IG
778
ING Group
Netherlands
$502K +$502K +3,015 New
SB
779
Strategic Blueprint
Georgia
$501K +$5.66K +34 +1%
FFM
780
Forum Financial Management
Illinois
$497K -$12.8K -77 -3%
CAM
781
Chesapeake Asset Management
New York
$492K +$492K +2,952 New
BRWA
782
B. Riley Wealth Advisors
Florida
$490K -$149K -894 -23%
TCOT
783
Trust Company of Toledo
Ohio
$489K
MA
784
Montag & Associates
Georgia
$487K
APWM
785
Atlas Private Wealth Management
New York
$485K +$23.7K +142 +5%
WP
786
WealthSource Partners
California
$484K +$2.17K +13 +0.4%
IA
787
IFP Advisors
Florida
$482K +$132K +792 +15%
FMLI
788
Fukoku Mutual Life Insurance
Japan
$479K -$73.3K -440 -13%
CC
789
Centiva Capital
New York
$479K +$267K +1,605 +126%
WPW
790
Waldron Private Wealth
Pennsylvania
$477K +$37.1K +223 +8%
SG
791
Strid Group
Pennsylvania
$477K -$60.6K -364 -11%
LWAM
792
Legacy Wealth Asset Management
Minnesota
$477K +$1.17K +7 +0.2%
KA
793
Kearns & Associates
California
$476K
TFCP
794
Twin Focus Capital Partners
Massachusetts
$476K
SWA
795
Stratos Wealth Advisors
Ohio
$474K +$28.5K +171 +6%
XSC
796
X-Square Capital
Puerto Rico
$464K -$43.8K -263 -9%
DMBA
797
Deseret Mutual Benefit Administrators
Utah
$462K +$22K +132 +5%
PCP
798
Proficio Capital Partners
Massachusetts
$456K -$17.5K -105 -4%
TBA
799
Tower Bridge Advisors
Pennsylvania
$456K +$5.83K +35 +1%
GA
800
Geller Advisors
New York
$454K -$23.2K -139 -5%