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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
OAM
826
Ostrum Asset Management
France
$715K -$54.4K -265 -7%
BIG
827
Brooklyn Investment Group
New York
$713K
GL
828
Graypoint LLC
New York
$708K -$15.6K -76 -2%
PCM
829
Permanent Capital Management
Illinois
$704K +$661K +3,220 New
Empower Advisory Group
830
Empower Advisory Group
Colorado
$704K +$8.63K +42 +1%
TSS
831
Two Sigma Securities
New York
$702K -$85.7K -417 -11%
AC
832
Abbrea Capital
California
$695K +$8.01K +39 +1%
BBA
833
Baader Bank Aktiengesellschaft
Germany
$694K +$56.5K +275 +9%
CIA
834
Capital Investment Advisors
Georgia
$689K -$250K -1,215 -27%
FFS
835
Founders Financial Securities
Maryland
$689K +$34.5K +168 +5%
NC
836
Napatree Capital
Rhode Island
$689K +$672K +3,269 New
BWM
837
Buckley Wealth Management
Nevada
$688K -$2.05K -10 -0.3%
RB
838
Rodgers Brothers
Pennsylvania
$685K
KBFS
839
Kohmann Bosshard Financial Services
Ohio
$684K
SWP
840
Stratos Wealth Partners
Ohio
$675K +$38.6K +188 +6%
DSC
841
Duncker Streett & Co
Missouri
$674K
BCV
842
Banque Cantonale Vaudoise
Switzerland
$673K -$2.23M -10,870 -77%
WPW
843
Waldron Private Wealth
Pennsylvania
$673K +$17.9K +87 +3%
GM
844
GeoWealth Management
Illinois
$671K +$163K +794 +33%
TWM
845
Thrive Wealth Management
Pennsylvania
$670K +$5.14K +25 +0.8%
WFPG
846
Waller Financial Planning Group
Ohio
$670K +$2.26K +11 +0.3%
CGIM
847
Capital Group Investment Management
Singapore
$669K -$975K -4,746 -60%
EI
848
Ellevest Inc
New York
$669K -$91.8K -447 -12%
BFA
849
Bill Few Associates
Pennsylvania
$669K +$4.72K +23 +0.7%
MM
850
MQS Management
New York
$662K +$646K +3,143 New