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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
MWA
951
Meridian Wealth Advisors
Texas
$311K +$192 +1 +0.1%
DWM
952
Dechtman Wealth Management
Colorado
$309K +$383 +2 +0.1%
Fayez Sarofim & Co
953
Fayez Sarofim & Co
Texas
$307K
IP
954
Investment Partners
Ohio
$307K +$309K +1,612 New
PMFA
955
Plante Moran Financial Advisors
Michigan
$307K -$10.2K -53 -3%
SSWM
956
Smith Salley Wealth Management
North Carolina
$306K -$767 -4 -0.2%
MSFP
957
Mark Sheptoff Financial Planning
Connecticut
$306K
VCP
958
Verus Capital Partners
Arizona
$305K +$34.7K +181 +13%
PHAM
959
Palisades Hudson Asset Management
Florida
$305K
FHA
960
Flagship Harbor Advisors
Massachusetts
$305K -$2.49K -13 -0.8%
BOSSRA
961
B.O.S.S. Retirement Advisors
Utah
$304K -$5.75K -30 -2%
CT
962
Colonial Trust
South Carolina
$303K +$11.3K +59 +4%
LSA
963
Lion Street Advisors
Texas
$302K +$767 +4 +0.3%
TTWM
964
TCV Trust & Wealth Management
Virginia
$302K
PWMG
965
Provence Wealth Management Group
California
$301K +$52.7K +275 +21%
AFP
966
Alpha Financial Partners
Kentucky
$301K -$5.94K -31 -2%
CM
967
Capital Management
Virginia
$301K
CAM
968
Carret Asset Management
New York
$301K
KIG
969
Kessler Investment Group
Indiana
$299K -$5.94K -31 -2%
GA
970
Gateway Advisory
New Jersey
$299K +$301K +1,572 New
AR
971
Advisory Research
Illinois
$299K -$4.79K -25 -2%
AP
972
Appleton Partners
Massachusetts
$298K
AWA
973
Arete Wealth Advisors
Illinois
$297K +$13.6K +71 +5%
B
974
Bailard
California
$296K -$4.6K -24 -2%
JSW
975
Journey Strategic Wealth
New Jersey
$295K +$67.8K +354 +30%