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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
GCM
801
Gladius Capital Management
Illinois
$554K +$228K +1,188 +69%
SIM
802
Sentry Investment Management
Wisconsin
$546K -$125K -651 -18%
LWAM
803
Legacy Wealth Asset Management
Minnesota
$545K -$383 -2 -0.1%
SG
804
Strid Group
Pennsylvania
$545K
PCP
805
Proficio Capital Partners
Massachusetts
$545K +$18.4K +96 +3%
KA
806
Kearns & Associates
California
$544K
MS
807
Maven Securities
Jersey
$544K +$548K +2,860 New
EHWM
808
Eads & Heald Wealth Management
Georgia
$539K -$13.4K -70 -2%
NP
809
NorthRock Partners
Minnesota
$537K +$60.4K +315 +13%
WANY
810
Wealthspire Advisors (New York)
New York
$535K +$309K +1,613 +134%
RCM
811
Requisite Capital Management
Texas
$535K +$538K +2,809 New
CAG
812
Csenge Advisory Group
Florida
$534K +$28.9K +151 +6%
CWM
813
Connecticut Wealth Management
Connecticut
$525K +$529K +2,759 New
XSC
814
X-Square Capital
Puerto Rico
$524K
FFS
815
Founders Financial Securities
Maryland
$521K +$1.34K +7 +0.3%
PWMG
816
Prestige Wealth Management Group
New Jersey
$512K +$250K +1,302 +94%
LNC
817
Lincoln National Corp
Pennsylvania
$511K -$1.45M -7,547 -74%
CAMG
818
CWA Asset Management Group
Florida
$505K +$67.7K +353 +15%
JHP
819
James Hambro & Partners
United Kingdom
$503K -$46K -240 -8%
TC
820
TownSquare Capital
Utah
$503K +$153K +796 +43%
CAI
821
Capital Advisors Inc
Oklahoma
$499K -$383 -2 -0.1%
BPC
822
Banque Pictet & Cie
Switzerland
$499K -$425K -2,215 -46%
BRM
823
Boston Research & Management
Massachusetts
$498K
RIM
824
Reliant Investment Management
Tennessee
$496K
RW
825
REDW Wealth
New Mexico
$495K