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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
CFO
976
Callan Family Office
Pennsylvania
$229K +$229K +1,374 New
CTC
977
Central Trust Company
Missouri
$229K +$66.5K +399 +41%
WSTAM
978
Wilbanks Smith & Thomas Asset Management
Virginia
$229K
CT
979
Columbia Trust
Oregon
$229K -$13.8K -83 -6%
JIC
980
Joel Isaacson & Co
New York
$228K -$7.16K -43 -3%
KFC
981
Klingenstein Fields & Co
New York
$228K
LFA
982
LGT Financial Advisors
Texas
$227K +$227K +1,364 New
AAMC
983
Asset Allocation & Management Company
Illinois
$227K -$283K -1,700 -56%
NED
984
Nancy E. Dempze
$226K
CPA
985
Court Place Advisors
Maryland
$225K
RHJA
986
Rice Hall James & Associates
California
$225K
FMII
987
Farmers & Merchants Investments Inc
Nebraska
$223K
JWWM
988
Johnson & White Wealth Management
Pennsylvania
$221K +$221K +1,324 New
WFA
989
WestHill Financial Advisors
California
$219K
MRWM
990
ML&R Wealth Management
Texas
$218K +$13.2K +79 +6%
BOSSRA
991
B.O.S.S. Retirement Advisors
Utah
$218K +$218K +1,308 New
GLA
992
Great Lakes Advisors
Illinois
$217K +$217K +1,302 New
PCA
993
Pallas Capital Advisors
Massachusetts
$217K +$201K +1,208 New
AA
994
Alta Advisers
United Kingdom
$217K
OWP
995
Obermeyer Wealth Partners
Colorado
$215K
PCM
996
Pointe Capital Management
Michigan
$214K -$163K -977 -43%
BSC
997
Brown Shipley & Co
United Kingdom
$214K +$214K +1,284 New
VWA
998
V Wealth Advisors
Kansas
$214K -$1.17K -7 -0.5%
NPA
999
Nichols & Pratt Advisers
Massachusetts
$213K
UB
1000
UMB Bank
Missouri
$212K -$2.83K -17 -1%