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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
DWM
851
Defined Wealth Management
Oregon
$660K +$3.29K +16 +0.5%
IA
852
IFP Advisors
Florida
$653K +$173K +840 +37%
SCTC
853
Sanibel Captiva Trust Company
Florida
$649K +$3.49K +17 +0.6%
NSAM
854
North Star Asset Management
Wisconsin
$638K
SCM
855
SOL Capital Management
Maryland
$638K +$120K +585 +24%
TPI
856
Trust Point Inc
Wisconsin
$636K -$185K -899 -23%
AC
857
Avestar Capital
New York
$635K +$34.3K +167 +6%
WPW
858
Warther Private Wealth
Ohio
$632K -$240K -1,169 -28%
CCG
859
Ceeto Capital Group
Florida
$632K
PCP
860
Proficio Capital Partners
Massachusetts
$631K +$14.8K +72 +2%
9WM
861
9258 Wealth Management
Ohio
$626K +$616 +3 +0.1%
XSC
862
X-Square Capital
Puerto Rico
$623K +$10.5K +51 +2%
JFG
863
Jefferies Financial Group
New York
$621K -$356K -1,731 -37%
CIC
864
Chilton Investment Company
Connecticut
$614K -$24.7K -120 -4%
NAS
865
Nicolet Advisory Services
Wisconsin
$613K +$142K +689 +32%
FF
866
Fluent Financial
Texas
$612K +$41.5K +202 +7%
MCM
867
McRae Capital Management
New Jersey
$611K +$40.3K +196 +7%
SG
868
Strid Group
Pennsylvania
$611K +$5.14K +25 +0.9%
AWA
869
Archvest Wealth Advisors
California
$609K -$18.5K -90 -3%
AWM
870
AE Wealth Management
Kansas
$604K +$55.9K +272 +10%
FIA
871
Foundations Investment Advisors
Arizona
$603K +$12.7K +62 +2%
KA
872
Kearns & Associates
California
$603K
MSCM
873
McElhenny Sheffield Capital Management
Texas
$600K -$46.4K -226 -7%
AFG
874
Atomi Financial Group
New York
$600K +$206K +1,003 +54%
WSFS
875
Wilmington Savings Fund Society
Delaware
$599K -$15.6K -76 -3%