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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
WS
801
Wedbush Securities
California
$790K -$53K -258 -6%
MGIA
802
Matthew Goff Investment Advisor
Texas
$790K
Kovitz Investment Group Partners
803
Kovitz Investment Group Partners
Illinois
$788K +$438K +2,131 +133%
WJWM
804
Williams Jones Wealth Management
New York
$785K
SRWM
805
Shira Ridge Wealth Management
California
$781K +$7.81K +38 +1%
ML
806
McAdam LLC
Pennsylvania
$776K -$9.24K -45 -1%
HCM
807
Hutchinson Capital Management
California
$776K +$1.03K +5 +0.1%
SB
808
Strategic Blueprint
Georgia
$775K +$54.6K +266 +8%
TCOT
809
Trust Company of Toledo
Ohio
$773K +$188K +916 +33%
LI
810
Louisbourg Investments
New Brunswick, Canada
$769K
AFP
811
Ausdal Financial Partners
Iowa
$765K +$1.03K +5 +0.1%
VIP
812
Vista Investment Partners
Oklahoma
$759K
CWM
813
Congress Wealth Management
Massachusetts
$754K -$887K -4,317 -55%
SMA
814
Sage Mountain Advisors
Georgia
$739K +$99K +482 +16%
MAM
815
MMA Asset Management
Pennsylvania
$738K +$1.85K +9 +0.3%
LNB
816
Ledyard National Bank
$738K +$240K +1,167 +50%
NCM
817
Noesis Capital Mangement
Florida
$738K
T
818
TrueFG
Texas
$738K
HH
819
Hilltop Holdings
Texas
$734K +$28.1K +137 +4%
FRA
820
Frank Rimerman Advisors
California
$720K +$696K +3,386 +11,676%
TPA
821
Trivium Point Advisory
Connecticut
$719K +$433K +2,106 +161%
GIA
822
Gateway Investment Advisers
Ohio
$718K -$77.9K -379 -10%
LFAS
823
Level Four Advisory Services
Texas
$718K +$97K +472 +16%
MPWT
824
MassMutual Private Wealth & Trust
Connecticut
$716K +$154K +751 +28%
SWM
825
Spire Wealth Management
Virginia
$715K -$170K -829 -20%