We are live on ! Find out more
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
WCA
926
Westover Capital Advisors
Delaware
$341K -$21.1K -110 -6%
ACM
927
Advance Capital Management
Michigan
$339K +$342K +1,784 New
MWM
928
Modera Wealth Management
New Jersey
$339K +$21.8K +114 +7%
MG
929
Mather Group
Illinois
$339K +$28.2K +147 +9%
NHT
930
New Hampshire Trust
New Hampshire
$338K
OL
931
Optas LLC
Texas
$338K +$4.79K +25 +1%
MPPW
932
Mitchell & Pahl Private Wealth
Oklahoma
$338K -$8.82K -46 -3%
ECM
933
EagleClaw Capital Management
Massachusetts
$335K -$38.3K -200 -10%
AF
934
Advisornet Financial
Minnesota
$335K -$20.7K -108 -6%
MPWT
935
MassMutual Private Wealth & Trust
Connecticut
$333K +$34.5K +180 +11%
DTL
936
Dynamic Technology Lab
Singapore
$332K +$335K +1,747 New
BHCM
937
Brevan Howard Capital Management
Jersey
$331K +$333K +1,740 New
DBT
938
Dubuque Bank & Trust
Iowa
$329K +$76.1K +397 +30%
CCP
939
Clarkston Capital Partners
Michigan
$328K
JFL
940
Jarislowsky, Fraser Ltd
Quebec, Canada
$324K
PFS
941
Prospera Financial Services
Texas
$320K +$53.5K +279 +20%
KC
942
Kinloch Capital
Virginia
$320K -$4.6K -24 -1%
LCM
943
Landscape Capital Management
New Jersey
$319K +$321K +1,675 New
SGWM
944
Sterling Group Wealth Management
California
$316K
SFS
945
Stiles Financial Services
Minnesota
$316K -$277K -1,444 -47%
VFA
946
Voya Financial Advisors
Connecticut
$315K -$1.92K -10 -0.6%
NPF
947
Norris Perne & French
Michigan
$314K
BONST
948
Bank of Nova Scotia Trust
Ontario, Canada
$313K -$96.4K -503 -23%
CBFP
949
Cedar Brook Financial Partners
Ohio
$312K -$68.2K -356 -18%
LNB
950
Ledyard National Bank
$311K -$2.3K -12 -0.7%