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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
PCG
951
Prosperity Consulting Group
Maryland
$448K +$7.6K +37 +2%
GWA
952
Gratus Wealth Advisors
Virginia
$447K -$18.3K -89 -4%
GC
953
Gratus Capital
Georgia
$446K +$435K +2,117 New
IAA
954
Independent Advisor Alliance
North Carolina
$446K +$77.2K +376 +22%
SHWM
955
Smith & Howard Wealth Management
Georgia
$443K
WFA
956
WestHill Financial Advisors
California
$442K -$219K -1,065 -34%
RIL
957
Rothschild Investment LLC
Illinois
$441K +$309K +1,502 +255%
CAM
958
Congress Asset Management
Massachusetts
$440K
TL
959
Tradewinds LLC
North Carolina
$438K +$427K +2,078 New
SSWM
960
Smith Salley Wealth Management
North Carolina
$437K -$5.55K -27 -1%
EFA
961
Evernest Financial Advisors
Indiana
$437K -$9.04K -44 -2%
CAC
962
Core Alternative Capital
Georgia
$433K
MSFS
963
Main Street Financial Solutions
Pennsylvania
$430K -$4.31K -21 -1%
MWM
964
Mosley Wealth Management
California
$429K
MIM
965
Merrion Investment Management
New Jersey
$428K
AWM
966
Avior Wealth Management
Nebraska
$427K -$81.3K -396 -16%
CWC
967
Carolinas Wealth Consulting
North Carolina
$425K -$4.93K -24 -1%
RT
968
Rockland Trust
Massachusetts
$422K +$170K +829 +71%
KCM
969
Kanawha Capital Management
Virginia
$422K +$1.44K +7 +0.4%
VI
970
Versor Investments
New York
$421K -$452K -2,202 -52%
SCI
971
S&CO Inc
Massachusetts
$421K
AIA
972
Alera Investment Advisors
Illinois
$418K +$408K +1,986 New
FMLI
973
Fukoku Mutual Life Insurance
Japan
$418K -$65.9K -321 -14%
CA
974
Commerzbank Aktiengesellschaft
Germany
$418K +$26.7K +130 +7%
MFA
975
Mayflower Financial Advisors
Massachusetts
$416K +$14.6K +71 +4%