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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
PFA
851
Pure Financial Advisors
California
$458K +$461K +2,405 New
ICG
852
InterOcean Capital Group
Tennessee
$456K +$192 +1 +0%
CAC
853
Core Alternative Capital
Georgia
$456K +$387K +2,018 +535%
CCG
854
Cypress Capital Group
Florida
$454K
T
855
TOBAM
France
$453K
MA
856
Mutual Advisors
Nebraska
$452K -$22.8K -119 -5%
PIA
857
Powell Investment Advisors
Florida
$449K
AWA
858
Aaron Wealth Advisors
Illinois
$448K -$27.4K -143 -6%
PPC
859
Park Place Capital
Alabama
$448K -$47K -245 -9%
SPC
860
Sigma Planning Corp
Michigan
$439K +$19.7K +103 +5%
GA
861
Geller Advisors
New York
$439K -$19.9K -104 -4%
FMLI
862
Fukoku Mutual Life Insurance
Japan
$439K -$43.3K -226 -9%
RMCM
863
Reynders McVeigh Capital Management
Massachusetts
$438K -$5.56K -29 -1%
TWA
864
Talisman Wealth Advisors
New Jersey
$435K -$1.34K -7 -0.3%
BONH
865
Bank of New Hampshire
New Hampshire
$430K
NAS
866
Nicolet Advisory Services
Wisconsin
$427K +$131K +681 +44%
DAS
867
Dynamic Advisor Solutions
Arizona
$427K -$2.68K -14 -0.6%
BIP
868
Blueprint Investment Partners
North Carolina
$425K -$12.5K -65 -3%
AC
869
Allstate Corporation
Illinois
$424K
CIA
870
Choate Investment Advisors
Massachusetts
$422K +$81.6K +426 +24%
PP
871
PDS Planning
Ohio
$421K +$10.9K +57 +3%
MPI
872
Mairs & Power Inc
Minnesota
$413K
FA
873
Faithward Advisors
Pennsylvania
$412K -$12.5K -65 -3%
DOA
874
D'Orazio & Associates
Virginia
$411K +$140K +733 +51%
AMR
875
Asset Management Resources
Massachusetts
$407K