We are live on ! Find out more
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
AIP
826
ARS Investment Partners
New York
$409K
EF
827
Empowered Funds
Pennsylvania
$409K +$142K +851 +53%
SCM
828
SOL Capital Management
Maryland
$407K
Wolverine Trading
829
Wolverine Trading
Illinois
$407K +$411K +2,467 New
ANTB
830
AMG National Trust Bank
Colorado
$407K -$2.67K -16 -0.7%
AWM
831
Aberdeen Wealth Management
Illinois
$406K
WKWM
832
Walter & Keenan Wealth Management
Indiana
$405K +$1.83K +11 +0.5%
MWM
833
Meritas Wealth Management
California
$403K -$1K -6 -0.2%
SMA
834
Sage Mountain Advisors
Georgia
$402K +$163K +980 +68%
T
835
TOBAM
France
$396K -$34.2K -205 -8%
RMCM
836
Reynders McVeigh Capital Management
Massachusetts
$396K -$16.7K -100 -4%
FIM
837
Freedom Investment Management
Connecticut
$394K +$31.7K +190 +9%
PIA
838
Powell Investment Advisors
Florida
$393K
OCBCO
839
Oversea-Chinese Banking Corp (OCBC)
Singapore
$392K -$38K -228 -9%
ICG
840
InterOcean Capital Group
Tennessee
$386K
Fisher Asset Management
841
Fisher Asset Management
Washington
$386K +$386K +2,318 New
DA
842
Drake & Associates
Wisconsin
$384K +$13.2K +79 +4%
AWA
843
Aaron Wealth Advisors
Illinois
$383K +$77.5K +465 +25%
BONH
844
Bank of New Hampshire
New Hampshire
$382K -$97.8K -587 -20%
TWA
845
Talisman Wealth Advisors
New Jersey
$381K +$80.1K +481 +27%
BWM
846
BerganKDV Wealth Management
Minnesota
$376K +$8.5K +51 +2%
KCM
847
Kathmere Capital Management
Pennsylvania
$375K -$186K -1,118 -33%
FAIM
848
Financial Advocates Investment Management
Washington
$374K +$58.8K +353 +19%
CWM
849
Cahaba Wealth Management
Georgia
$374K -$13.3K -80 -3%
AC
850
Allstate Corporation
Illinois
$371K -$2.62M -15,703 -88%