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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
RMDI
901
R.M. Davis Inc
Maine
$372K +$1.15K +6 +0.3%
KCM
902
Kanawha Capital Management
Virginia
$372K -$4.03K -21 -1%
WCWM
903
Willow Creek Wealth Management
California
$369K
TCOT
904
Trust Company of Toledo
Ohio
$368K
Fisher Asset Management
905
Fisher Asset Management
Washington
$367K -$259K -1,352 -41%
LFA
906
Legacy Financial Advisors
Kentucky
$367K +$24.3K +127 +7%
CFG
907
CKW Financial Group
Hawaii
$366K -$503K -2,627 -58%
JAG
908
Journey Advisory Group
Kentucky
$365K
MA
909
MCF Advisors
Kentucky
$360K +$38.1K +199 +12%
VCM
910
Virtue Capital Management
Tennessee
$358K
APW
911
Acima Private Wealth
Virginia
$358K
AHB
912
Abner Herrman & Brock
New Jersey
$356K
LJHT
913
Laurie J. Hall Trustee
$355K -$67.1K -350 -16%
FCBT
914
First Citizens Bank & Trust
North Carolina
$353K +$74.4K +388 +26%
EP
915
Edgestream Partners
New Jersey
$353K +$356K +1,855 New
BEI
916
Benjamin Edwards Inc
Missouri
$350K +$22K +115 +7%
SWA
917
SOA Wealth Advisors
New York
$348K -$2.11K -11 -0.6%
TFA
918
Transamerica Financial Advisors
Florida
$347K -$45.6K -238 -12%
CT
919
Cambridge Trust
Massachusetts
$346K +$6.71K +35 +2%
EL
920
EWA LLC
Pennsylvania
$345K +$26.8K +140 +9%
HI
921
Humankind Investments
New York
$343K -$19.5K -102 -5%
RFN
922
RDA Financial Network
Iowa
$343K +$19.2K +100 +6%
LGWM
923
Litman Gregory Wealth Management
California
$343K
CSWM
924
Cassady Schiller Wealth Management
Ohio
$342K +$6.33K +33 +2%
IAA
925
Independent Advisor Alliance
North Carolina
$341K +$192 +1 +0.1%