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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
PD
901
Point72 (DIFC)
United Arab Emirates
$542K -$11.2M -54,482 -95%
TA
902
TFB Advisors
Kansas
$542K +$51.4K +250 +11%
LCGC
903
Legacy Capital Group California
California
$539K -$3.7K -18 -0.7%
PA
904
Procyon Advisors
Connecticut
$537K -$183K -891 -26%
KIG
905
Kessler Investment Group
Indiana
$535K +$23K +112 +5%
RW
906
REDW Wealth
New Mexico
$535K -$20.5K -100 -4%
WANY
907
Wealthspire Advisors (New York)
New York
$534K -$57.7K -281 -10%
EHWM
908
Eads & Heald Wealth Management
Georgia
$534K -$18.1K -88 -3%
FCI
909
Financial Counselors Inc
Kansas
$530K -$302K -1,468 -37%
BCB
910
Brian C. Broderick
$527K
JHP
911
James Hambro & Partners
United Kingdom
$524K +$137K +667 +37%
AIP
912
ARS Investment Partners
New York
$517K
DA
913
Drake & Associates
Wisconsin
$515K +$33.7K +164 +7%
PI
914
PFG Investments
New York
$515K +$19.3K +94 +4%
AWM
915
Aberdeen Wealth Management
Illinois
$513K
GCM
916
Gladius Capital Management
Illinois
$512K +$499K +2,429 New
GA
917
Geller Advisors
New York
$509K +$30.6K +149 +7%
OIAM
918
OFI Invest Asset Management
France
$508K +$482K +2,347 +982%
CG
919
Cynosure Group
Utah
$508K +$48.3K +235 +11%
WKWM
920
Walter & Keenan Wealth Management
Indiana
$506K -$6.16K -30 -1%
PIM
921
Penobscot Investment Management
Massachusetts
$504K +$3.08K +15 +0.6%
GIA
922
Gladstone Institutional Advisory
Florida
$500K -$12.1K -59 -2%
PMSA
923
Patrick M. Sweeney & Associates
Illinois
$499K +$47.2K +230 +11%
SWM
924
Stockman Wealth Management
Montana
$498K -$2.05K -10 -0.4%
PIA
925
Powell Investment Advisors
Florida
$497K