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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
EWA
976
EP Wealth Advisors
California
$323K +$74.8K +387 +29%
JFL
977
Jarislowsky, Fraser Ltd
Quebec, Canada
$322K
MA
978
MCF Advisors
Kentucky
$321K -$38.6K -200 -11%
SSWM
979
Smith Salley Wealth Management
North Carolina
$319K +$14.3K +74 +5%
LC
980
Lindbrook Capital
California
$319K +$80K +414 +33%
KC
981
Kinloch Capital
Virginia
$319K
IAA
982
Independent Advisor Alliance
North Carolina
$319K -$21.4K -111 -6%
VCM
983
Virtue Capital Management
Tennessee
$317K -$50.4K -261 -14%
ECM
984
EagleClaw Capital Management
Massachusetts
$315K -$19.3K -100 -6%
SGWM
985
Sterling Group Wealth Management
California
$311K -$3.87K -20 -1%
MLA
986
My Legacy Advisors
Oregon
$310K +$311K +1,609 New
MWA
987
Meridian Wealth Advisors
Texas
$310K +$193 +1 +0.1%
PMFA
988
Plante Moran Financial Advisors
Michigan
$309K +$3.48K +18 +1%
DWM
989
Dechtman Wealth Management
Colorado
$308K +$193 +1 +0.1%
MYIA
990
Mount Yale Investment Advisors
Colorado
$307K -$1.19M -6,171 -79%
IP
991
Investment Partners
Ohio
$306K +$580 +3 +0.2%
SFS
992
Stiles Financial Services
Minnesota
$306K -$8.89K -46 -3%
I
993
InceptionR
California
$305K +$311K +1,611 New
CA
994
Continuum Advisory
Idaho
$305K +$15.8K +82 +5%
MSFP
995
Mark Sheptoff Financial Planning
Connecticut
$305K
CIA
996
Choate Investment Advisors
Massachusetts
$305K -$118K -610 -28%
TFA
997
Transamerica Financial Advisors
Florida
$304K -$41.5K -215 -12%
PHAM
998
Palisades Hudson Asset Management
Florida
$304K
FHA
999
Flagship Harbor Advisors
Massachusetts
$303K
IAS
1000
Insigneo Advisory Services
Florida
$303K +$80.4K +416 +35%