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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
DA
976
Detalus Advisors
Missouri
$293K
XT
977
XTX Topco
Cayman Islands
$293K -$404K -2,108 -58%
EWM
978
Empirical Wealth Management
Washington
$292K +$294K +1,536 New
CA
979
Continuum Advisory
Idaho
$292K -$3.83K -20 -1%
MIM
980
Merrion Investment Management
New Jersey
$291K +$293K +1,531 New
ECM
981
Evergreen Capital Management
Washington
$290K +$7.28K +38 +3%
JWWM
982
Johnson & White Wealth Management
Pennsylvania
$289K +$291K +1,519 New
RMC
983
Resources Management Corp
Connecticut
$288K
SWP
984
Strategic Wealth Partners
Ohio
$288K
WB
985
WesBanco Bank
West Virginia
$286K -$881K -4,599 -75%
BFM
986
Boothbay Fund Management
New York
$286K -$2.58M -13,447 -90%
DA
987
Dillon & Associates
Michigan
$285K -$3.26K -17 -1%
AWA
988
Arkadios Wealth Advisors
Georgia
$281K +$283K +1,478 New
VC
989
Veracity Capital
Georgia
$279K +$383 +2 +0.1%
CT
990
Columbia Trust
Oregon
$278K +$15.9K +83 +6%
MRWM
991
ML&R Wealth Management
Texas
$275K +$8.05K +42 +3%
PP
992
Patron Partners
Texas
$274K
FFP
993
FourThought Financial Partners
Florida
$273K -$14K -73 -5%
PP
994
PFS Partners
New Jersey
$273K
ONB
995
Old National Bancorp
Indiana
$271K -$1.53K -8 -0.6%
DI
996
Diligent Investors
California
$271K
LAM
997
L2 Asset Management
Massachusetts
$271K -$217K -1,134 -89%
IC
998
Inscription Capital
Texas
$269K -$142K -740 -34%
CWP
999
Capital Wealth Planning
Florida
$266K
AWM
1000
Aprio Wealth Management
Georgia
$263K +$265K +1,384 New