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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
PVI
801
Pine Valley Investments
New Jersey
$453K +$433K +2,597 New
SWM
802
Stockman Wealth Management
Montana
$448K -$16.5K -99 -4%
FA
803
Faithward Advisors
Pennsylvania
$446K +$65.1K +391 +19%
CAG
804
Csenge Advisory Group
Florida
$444K -$6.5K -39 -1%
GCM
805
Gladius Capital Management
Illinois
$440K +$26.7K +160 +6%
CW
806
Connectus Wealth
Ohio
$440K +$18.7K +112 +4%
RMDI
807
R.M. Davis Inc
Maine
$439K -$9.99K -60 -2%
CWM
808
C2C Wealth Management
Arizona
$439K
IDBONY
809
Israel Discount Bank of New York
New York
$439K -$5.5K -33 -1%
PCM
810
Penserra Capital Management
California
$436K -$3.06M -18,353 -87%
BRM
811
Boston Research & Management
Massachusetts
$436K -$2.83K -17 -0.6%
RIM
812
Reliant Investment Management
Tennessee
$435K
CAI
813
Capital Advisors Inc
Oklahoma
$433K +$333 +2 +0.1%
RW
814
REDW Wealth
New Mexico
$433K -$98.3K -590 -18%
PPC
815
Park Place Capital
Alabama
$433K +$90K +540 +26%
EFS
816
Essex Financial Services
Connecticut
$429K +$17.7K +106 +4%
JSW
817
Journey Strategic Wealth
New Jersey
$429K +$136K +819 +47%
NB
818
NBT Bank
New York
$424K +$41K +246 +11%
FFS
819
Founders Financial Securities
Maryland
$424K +$168K +1,011 +66%
GWS
820
Glassman Wealth Services
Virginia
$418K -$1.83K -11 -0.4%
LCGC
821
Legacy Capital Group California
California
$415K +$415K +2,490 New
FIA
822
Foundations Investment Advisors
Arizona
$413K +$4K +24 +1%
SPC
823
Sigma Planning Corp
Michigan
$411K +$26.8K +161 +7%
NFC
824
Northeast Financial Consultants
Connecticut
$410K -$16.7K -100 -4%
EGM
825
Engineers Gate Manager
New York
$409K -$1.45M -8,681 -78%