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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
AFP
926
Alpha Financial Partners
Kentucky
$274K -$16.7K -100 -6%
LFA
927
Legacy Financial Advisors
Kentucky
$274K -$5.66K -34 -2%
PWMG
928
Prestige Wealth Management Group
New Jersey
$274K +$19.5K +117 +8%
VFA
929
Voya Financial Advisors
Connecticut
$274K +$17.7K +106 +7%
EL
930
EWA LLC
Pennsylvania
$272K +$250K +1,501 New
MWA
931
Meridian Wealth Advisors
Texas
$271K -$8.66K -52 -3%
ATPW
932
Ashton Thomas Private Wealth
Arizona
$270K -$555K -3,331 -67%
IAA
933
Independent Advisor Alliance
North Carolina
$270K +$270K +1,620 New
PHAM
934
Palisades Hudson Asset Management
Florida
$268K
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$268K
B
936
Bailard
California
$268K +$8.83K +53 +3%
KIG
937
Kessler Investment Group
Indiana
$267K +$8.5K +51 +3%
SAG
938
Spotlight Asset Group
Illinois
$267K +$287K +1,722 New
LNB
939
Ledyard National Bank
$267K
CFAM
940
Center For Asset Management
Florida
$265K -$2.5K -15 -0.9%
CM
941
Capital Management
Virginia
$263K
CAM
942
Carret Asset Management
New York
$263K
LSA
943
Lion Street Advisors
Texas
$263K +$1K +6 +0.4%
AWA
944
Arete Wealth Advisors
Illinois
$262K -$14.3K -86 -5%
AP
945
Appleton Partners
Massachusetts
$261K
CCG
946
Cypress Capital Group
Florida
$259K -$16K -96 -6%
NB
947
Nicolet Bankshares
Wisconsin
$259K +$33.5K +201 +6%
DA
948
Detalus Advisors
Missouri
$257K
SWP
949
Strategic Wealth Partners
Ohio
$256K -$28.5K -171 -10%
DA
950
Dillon & Associates
Michigan
$253K