We are live on ! Find out more
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
SCI
876
S&CO Inc
Massachusetts
$333K
IWC
877
Integrated Wealth Concepts
Massachusetts
$332K +$26.2K +157 +9%
CBFP
878
Cedar Brook Financial Partners
Ohio
$331K +$17.2K +103 +5%
RBC
879
Roble Belko & Company
Pennsylvania
$331K -$182K -1,090 -35%
AIA
880
Alera Investment Advisors
Illinois
$330K -$10.7K -64 -3%
BCM
881
Brookstone Capital Management
Illinois
$329K +$2.17K +13 +0.7%
WCM
882
Wallace Capital Management
Texas
$326K
STA
883
Summit Trail Advisors
New York
$326K +$109K +655 +50%
KCM
884
Kanawha Capital Management
Virginia
$326K
GFL
885
Granite FO LLC
New Hampshire
$324K +$300K +1,800 New
BIP
886
Blueprint Investment Partners
North Carolina
$324K -$372K -2,234 -53%
JAG
887
Journey Advisory Group
Kentucky
$322K +$20K +120 +7%
AF
888
Advisornet Financial
Minnesota
$322K -$88.5K -531 -22%
WCWM
889
Willow Creek Wealth Management
California
$322K
CFG
890
CKW Financial Group
Hawaii
$319K +$500 +3 +0.2%
PP
891
PDS Planning
Ohio
$319K +$88K +528 +38%
WCA
892
Westover Capital Advisors
Delaware
$316K
APW
893
Acima Private Wealth
Virginia
$313K
CP
894
Covenant Partners
Tennessee
$310K +$85.1K +511 +38%
SWA
895
SOA Wealth Advisors
New York
$310K +$167 +1 +0.1%
FCAG
896
First Capital Advisors Group
New Jersey
$309K -$5.66K -34 -2%
AHB
897
Abner Herrman & Brock
New Jersey
$308K -$2.17K -13 -0.7%
DOA
898
D'Orazio & Associates
Virginia
$308K -$60.1K -361 -16%
MPPW
899
Mitchell & Pahl Private Wealth
Oklahoma
$307K
TL
900
Tradewinds LLC
North Carolina
$307K +$307K +1,841 New