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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
IWM
826
IHT Wealth Management
Illinois
$494K +$79.3K +414 +19%
DA
827
Drake & Associates
Wisconsin
$492K +$57.7K +301 +13%
FIA
828
Foundations Investment Advisors
Arizona
$491K +$16.5K +86 +3%
CW
829
Connectus Wealth
Ohio
$490K -$15.7K -82 -3%
SMA
830
Sage Mountain Advisors
Georgia
$490K +$13.8K +72 +3%
OCG
831
Opus Capital Group
Ohio
$489K -$96.6K -504 -16%
NFC
832
Northeast Financial Consultants
Connecticut
$487K
CWM
833
C2C Wealth Management
Arizona
$486K
LCGC
834
Legacy Capital Group California
California
$484K -$5.94K -31 -1%
EFS
835
Essex Financial Services
Connecticut
$483K -$1.34K -7 -0.3%
PVI
836
Pine Valley Investments
New Jersey
$483K -$11.5K -60 -2%
TBA
837
Tower Bridge Advisors
Pennsylvania
$482K
ALAM
838
Asahi Life Asset Management
Japan
$480K +$483K +2,520 New
SWM
839
Stockman Wealth Management
Montana
$479K +$1.53K +8 +0.3%
FFM
840
Forum Financial Management
Illinois
$477K -$20.1K -105 -4%
DMBA
841
Deseret Mutual Benefit Administrators
Utah
$474K -$53.5K -279 -10%
AC
842
ASB Consultores
Florida
$467K -$257K -1,339 -35%
AIP
843
ARS Investment Partners
New York
$467K
SCM
844
SOL Capital Management
Maryland
$465K
AWM
845
Aberdeen Wealth Management
Illinois
$464K
FF
846
Fluent Financial
Texas
$463K +$467K +2,435 New
WKWM
847
Walter & Keenan Wealth Management
Indiana
$463K
NWMG
848
National Wealth Management Group
Ohio
$461K +$464K +2,422 New
MWM
849
Meritas Wealth Management
California
$461K
ATPW
850
Ashton Thomas Private Wealth
Arizona
$459K -$16.1K -84 -3%