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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
PP
951
Patron Partners
Texas
$253K
CA
952
Continuum Advisory
Idaho
$252K -$6K -36 -2%
GA
953
GraniteShares Advisors
New York
$252K -$4.83K -29 -2%
FFA
954
First Foundation Advisors
California
$251K -$63.5K -381 -20%
AAS
955
Ameritas Advisory Services
Nebraska
$250K -$18.3K -110 -7%
NAS
956
Nicolet Advisory Services
Wisconsin
$249K +$245K +1,468 New
FHA
957
Flagship Harbor Advisors
Massachusetts
$248K
HFG
958
Heron Financial Group
New York
$246K +$11.7K +70 +5%
PFS
959
Prospera Financial Services
Texas
$246K +$3.83K +23 +2%
CT
960
Colonial Trust
South Carolina
$246K +$196K +1,178 +378%
CWP
961
Capital Wealth Planning
Florida
$245K +$12.3K +74 +5%
RP
962
Riverwater Partners
Wisconsin
$242K -$1.5K -9 -0.6%
PP
963
PFS Partners
New Jersey
$239K
FFP
964
FourThought Financial Partners
Florida
$238K +$7K +42 +3%
DI
965
Diligent Investors
California
$237K -$25K -150 -10%
HIA
966
Harbor Investment Advisory
Maryland
$237K -$54.5K -327 -19%
GCMG
967
Gyroscope Capital Management Group
Florida
$236K -$332K -1,992 -58%
ECM
968
Evergreen Capital Management
Washington
$235K +$2.17K +13 +0.9%
MPWT
969
MassMutual Private Wealth & Trust
Connecticut
$235K +$28.5K +171 +14%
RT
970
Rockland Trust
Massachusetts
$231K +$7.33K +44 +3%
VC
971
Veracity Capital
Georgia
$230K +$4.5K +27 +2%
GT
972
Glenview Trust
Kentucky
$230K
FCBT
973
First Citizens Bank & Trust
North Carolina
$230K
SSWM
974
Smith Salley Wealth Management
North Carolina
$229K -$5.66K -34 -2%
YIA
975
YHB Investment Advisors
Connecticut
$229K -$5.16K -31 -2%