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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
MG
951
Mather Group
Illinois
$351K +$14.5K +75 +4%
BB
952
Busey Bank
Illinois
$349K +$356K +1,844 New
WCA
953
Westover Capital Advisors
Delaware
$349K +$10.2K +53 +3%
GI
954
GAMMA Investing
California
$347K +$346K +1,791 New
SWA
955
SOA Wealth Advisors
New York
$347K +$386 +2 +0.1%
OL
956
Optas LLC
Texas
$346K +$9.86K +51 +3%
MWM
957
Modera Wealth Management
New Jersey
$345K +$7.73K +40 +2%
CWM
958
Cahaba Wealth Management
Georgia
$343K -$32.8K -170 -9%
PWMG
959
Provence Wealth Management Group
California
$343K +$43.5K +225 +14%
MPWT
960
MassMutual Private Wealth & Trust
Connecticut
$343K +$10.8K +56 +3%
LGWM
961
Litman Gregory Wealth Management
California
$341K
CSWM
962
Cassady Schiller Wealth Management
Ohio
$341K
MIS
963
Morningstar Investment Services
Illinois
$338K +$346K +1,792 New
NHT
964
New Hampshire Trust
New Hampshire
$337K
AF
965
Advisornet Financial
Minnesota
$336K +$3.29K +17 +1%
EFA
966
Evernest Financial Advisors
Indiana
$336K +$342K +1,771 New
NPF
967
Norris Perne & French
Michigan
$333K +$20.5K +106 +6%
MPPW
968
Mitchell & Pahl Private Wealth
Oklahoma
$332K -$4.25K -22 -1%
PIM
969
Plato Investment Management
Australia
$330K +$337K +1,743 New
EL
970
EWA LLC
Pennsylvania
$327K -$6.57K -34 -2%
CCP
971
Clarkston Capital Partners
Michigan
$327K
AG
972
AlTi Global
New York
$327K +$333K +1,724 New
PPC
973
Park Place Capital
Alabama
$326K -$122K -632 -27%
RFN
974
RDA Financial Network
Iowa
$324K -$18.4K -95 -5%
HI
975
Humankind Investments
New York
$323K -$19.1K -99 -5%