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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
LJHT
851
Laurie J. Hall Trustee
$368K -$30K -180 -8%
SC
852
SRB Corp
Massachusetts
$366K -$88.8K -533 -20%
DAS
853
Dynamic Advisor Solutions
Arizona
$365K +$35.5K +213 +11%
SHWM
854
Smith & Howard Wealth Management
Georgia
$365K
IC
855
Inscription Capital
Texas
$359K
BONST
856
Bank of Nova Scotia Trust
Ontario, Canada
$358K -$16.2K -97 -4%
AMR
857
Asset Management Resources
Massachusetts
$357K +$27.5K +165 +8%
MPI
858
Mairs & Power Inc
Minnesota
$356K +$109K +656 +44%
WEG
859
World Equity Group
Illinois
$356K +$5.8M +34,788 New
WS
860
Wedbush Securities
California
$354K +$47K +282 +15%
CWM
861
Congress Wealth Management
Massachusetts
$354K +$28.5K +171 +9%
LOAMS
862
Lombard Odier Asset Management (Switzerland)
Switzerland
$350K -$65K -390 -16%
CWC
863
Carolinas Wealth Consulting
North Carolina
$349K -$4.17K -25 -1%
CAMG
864
CWA Asset Management Group
Florida
$349K +$349K +2,094 New
MSFS
865
Main Street Financial Solutions
Pennsylvania
$345K +$16.3K +98 +5%
GC
866
Gilbert & Cook
Iowa
$344K -$18.7K -112 -5%
SCP
867
Sender Company & Partners
New York
$344K +$344K +2,067 New
VCM
868
Virtue Capital Management
Tennessee
$344K +$83.5K +501 +35%
ECM
869
EagleClaw Capital Management
Massachusetts
$344K -$83.3K -500 -20%
TFA
870
Transamerica Financial Advisors
Florida
$343K +$28.8K +173 +9%
SWP
871
Stratos Wealth Partners
Ohio
$342K -$132K -792 -28%
SWM
872
SeaCrest Wealth Management
New York
$339K +$16.3K +98 +5%
CCWM
873
Cassaday & Co Wealth Management
Virginia
$339K
MC
874
Moors & Cabot
Massachusetts
$338K -$239K -1,436 -41%
CIC
875
Chilton Investment Company
Connecticut
$334K