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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
PCM
876
Parsons Capital Management
Rhode Island
$406K +$61.9K +323 +18%
GC
877
Gilbert & Cook
Iowa
$403K -$211K -1,099 -34%
IA
878
IFP Advisors
Florida
$403K +$50.2K +262 +14%
FAIM
879
Financial Advocates Investment Management
Washington
$402K -$59.2K -309 -13%
LSA
880
Leonteq Securities AG
Switzerland
$402K -$132K -687 -25%
PSP
881
Principal Street Partners
Tennessee
$402K +$404K +2,110 New
TL
882
Tradewinds LLC
North Carolina
$400K +$403K +2,103 New
SHWM
883
Smith & Howard Wealth Management
Georgia
$400K -$17.2K -90 -4%
CAM
884
Congress Asset Management
Massachusetts
$397K +$400K +2,087 New
BCM
885
Brookstone Capital Management
Illinois
$395K +$10.5K +55 +3%
IDBONY
886
Israel Discount Bank of New York
New York
$395K -$7.09K -37 -2%
CCIA
887
Campbell & Co Investment Adviser
Maryland
$395K +$398K +2,076 New
CCWM
888
Cassaday & Co Wealth Management
Virginia
$391K +$6.9K +36 +2%
MSFS
889
Main Street Financial Solutions
Pennsylvania
$389K -$3.07K -16 -0.8%
MC
890
Moors & Cabot
Massachusetts
$388K
CWC
891
Carolinas Wealth Consulting
North Carolina
$386K -$2.68K -14 -0.7%
SWM
892
SeaCrest Wealth Management
New York
$383K -$5.75K -30 -1%
AC
893
Avestar Capital
New York
$381K +$39.5K +206 +11%
SCI
894
S&CO Inc
Massachusetts
$380K
SWA
895
Stratos Wealth Advisors
Ohio
$380K -$160K -836 -30%
CP
896
Covenant Partners
Tennessee
$378K -$141K -737 -27%
RBC
897
Roble Belko & Company
Pennsylvania
$378K
CWM
898
Cahaba Wealth Management
Georgia
$377K +$192 +1 +0.1%
WS
899
Wedbush Securities
California
$375K -$9.78K -51 -3%
WCM
900
Wallace Capital Management
Texas
$373K