We are live on ! Find out more
MRSH

Marsh

1,371 hedge funds and large institutions have $83.5B invested in Marsh in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 475 increasing their positions, 493 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 187 | Existing positions closed: 84

122% more call options, than puts

Call options by funds: $163M | Put options by funds: $73.7M

6% more funds holding

Funds holding: 1,2891,371 (+82)

2.2% more ownership

Funds ownership: 87.19%89.39% (+2.2%)

1% more capital invested

Capital invested by funds: $82.4B → $83.5B (+$1.1B)

4% less repeat investments, than reductions

Existing positions increased: 475 | Existing positions reduced: 493

51% less funds holding in top 10

Funds holding in top 10: 3517 (-18)

Holders
1,371
Holders Change
+82
Holders Change %
+6.36%
% of All Funds
19.99%
Holding in Top 10
17
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-51.43%
% of All Funds
0.25%
New
187
Increased
475
Reduced
493
Closed
84
Calls
$163M
Puts
$73.7M
Net Calls
+$89.6M
Net Calls Change
+$84.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VCP
926
Verus Capital Partners
Arizona
$379K +$76.7K +397 +25%
SWM
927
SeaCrest Wealth Management
New York
$379K -$4.64K -24 -1%
SCI
928
S&CO Inc
Massachusetts
$378K
WS
929
Wedbush Securities
California
$378K +$4.44K +23 +1%
MSFS
930
Main Street Financial Solutions
Pennsylvania
$378K -$9.66K -50 -2%
SWA
931
Stratos Wealth Advisors
Ohio
$376K -$2.32K -12 -0.6%
BEI
932
Benjamin Edwards Inc
Missouri
$376K +$28.2K +146 +8%
LFA
933
Legacy Financial Advisors
Kentucky
$374K +$9.28K +48 +2%
WCM
934
Wallace Capital Management
Texas
$371K
KCM
935
Kanawha Capital Management
Virginia
$370K
FCBT
936
First Citizens Bank & Trust
North Carolina
$370K +$18.6K +96 +5%
WCWM
937
Willow Creek Wealth Management
California
$367K
LSA
938
Leonteq Securities AG
Switzerland
$365K -$35.6K -184 -9%
CFG
939
CKW Financial Group
Hawaii
$365K +$773 +4 +0.2%
JAG
940
Journey Advisory Group
Kentucky
$364K
CT
941
Cambridge Trust
Massachusetts
$361K +$17.4K +90 +5%
QWP
942
Quotient Wealth Partners
Texas
$361K +$368K +1,906 New
AWM
943
Aprio Wealth Management
Georgia
$358K +$97.4K +504 +36%
CCG
944
Cypress Capital Group
Florida
$357K -$96.6K -500 -21%
APW
945
Acima Private Wealth
Virginia
$356K
RMDI
946
R.M. Davis Inc
Maine
$355K -$14.9K -77 -4%
AHB
947
Abner Herrman & Brock
New Jersey
$354K
DMBA
948
Deseret Mutual Benefit Administrators
Utah
$353K -$121K -626 -25%
LJHT
949
Laurie J. Hall Trustee
$352K
GC
950
Gilbert & Cook
Iowa
$351K -$51K -264 -12%