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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
SIM
926
Sentry Investment Management
Wisconsin
$496K -$99K -482 -17%
AC
927
ASB Consultores
Florida
$496K -$351K -1,711 -42%
EWA
928
EP Wealth Advisors
California
$495K +$142K +693 +42%
FA
929
Faithward Advisors
Pennsylvania
$494K +$616 +3 +0.1%
EP
930
Edgestream Partners
New Jersey
$492K -$4.47M -21,739 -90%
DOA
931
D'Orazio & Associates
Virginia
$492K +$45.4K +221 +10%
PCM
932
Penserra Capital Management
California
$488K +$1.23K +6 +0.3%
DAS
933
Dynamic Advisor Solutions
Arizona
$483K -$57.7K -281 -11%
PFS
934
Prospera Financial Services
Texas
$482K +$173K +844 +59%
TWA
935
Talisman Wealth Advisors
New Jersey
$477K -$205 -1 -0%
GT
936
Glenview Trust
Kentucky
$477K -$4.52K -22 -1%
SPC
937
Sigma Planning Corp
Michigan
$477K -$13.4K -65 -3%
ALAM
938
Asahi Life Asset Management
Japan
$474K +$255K +1,240 +123%
CAM
939
Chesapeake Asset Management
New York
$472K -$11.1K -54 -2%
LFA
940
Legacy Financial Advisors
Kentucky
$468K +$10.1K +49 +2%
EA
941
Everpar Advisors
Oklahoma
$464K +$123K +597 +37%
RMCM
942
Reynders McVeigh Capital Management
Massachusetts
$463K -$15.4K -75 -3%
CCWM
943
Cassaday & Co Wealth Management
Virginia
$458K +$14.2K +69 +3%
CCG
944
Catalina Capital Group
California
$453K +$37K +180 +9%
OCG
945
Opus Capital Group
Ohio
$452K -$16.2K -79 -4%
PVI
946
Pine Valley Investments
New Jersey
$452K -$24.4K -119 -5%
BCM
947
Brookstone Capital Management
Illinois
$452K -$4.93K -24 -1%
PCM
948
Parsons Capital Management
Rhode Island
$449K
KP
949
Keel Point
Alabama
$449K +$127K +619 +43%
TBA
950
Tower Bridge Advisors
Pennsylvania
$449K -$41.1K -200 -9%