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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
AC
776
Abbrea Capital
California
$620K +$383 +2 +0.1%
RB
777
Rodgers Brothers
Pennsylvania
$618K
KBFS
778
Kohmann Bosshard Financial Services
Ohio
$617K
WPW
779
Waldron Private Wealth
Pennsylvania
$616K +$37.4K +195 +6%
ANTB
780
AMG National Trust Bank
Colorado
$610K -$2.88K -15 -0.5%
BRWA
781
B. Riley Wealth Advisors
Florida
$609K +$82K +428 +15%
DSC
782
Duncker Streett & Co
Missouri
$609K
IWC
783
Integrated Wealth Concepts
Massachusetts
$607K +$4.03K +21 +0.7%
LIM
784
Leavell Investment Management
Alabama
$601K +$1.53K +8 +0.3%
BFA
785
Bill Few Associates
Pennsylvania
$599K
WFPG
786
Waller Financial Planning Group
Ohio
$599K +$2.3K +12 +0.4%
SGI
787
Summit Global Investments
Utah
$595K -$36K -188 -6%
DWM
788
Defined Wealth Management
Oregon
$592K +$3.07K +16 +0.5%
RWP
789
RWA Wealth Partners
Massachusetts
$590K +$4.22K +22 +0.7%
SB
790
Strategic Blueprint
Georgia
$588K +$1.34K +7 +0.2%
LFAS
791
Level Four Advisory Services
Texas
$585K +$7.28K +38 +1%
BBA
792
Baader Bank Aktiengesellschaft
Germany
$585K +$589K +3,073 New
DFG
793
Delta Financial Group
New Jersey
$583K +$587K +3,062 New
GWS
794
Glassman Wealth Services
Virginia
$578K +$100K +523 +21%
9WM
795
9258 Wealth Management
Ohio
$578K
NSAM
796
North Star Asset Management
Wisconsin
$574K
AWA
797
Archvest Wealth Advisors
California
$568K -$60.4K -315 -10%
CIC
798
Chilton Investment Company
Connecticut
$565K +$190K +993 +50%
MA
799
Montag & Associates
Georgia
$557K
PIM
800
Penobscot Investment Management
Massachusetts
$554K +$558K +2,910 New