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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
WCM
976
Wallace Capital Management
Texas
$413K
APP
977
Avantax Planning Partners
Iowa
$412K +$205 +1 +0.1%
ATPW
978
Ashton Thomas Private Wealth
Arizona
$412K -$239K -1,162 -37%
MCM
979
Mattern Capital Management
Colorado
$411K +$84K +409 +27%
WCWM
980
Willow Creek Wealth Management
California
$409K -$1.64K -8 -0.4%
MG
981
Mather Group
Illinois
$407K +$71.5K +348 +21%
CFG
982
CKW Financial Group
Hawaii
$407K +$822 +4 +0.2%
IAS
983
Insigneo Advisory Services
Florida
$405K +$24K +117 +7%
EH
984
Equitable Holdings
New York
$405K +$25.1K +122 +7%
JAG
985
Journey Advisory Group
Kentucky
$405K
RBC
986
Roble Belko & Company
Pennsylvania
$402K -$81.3K -396 -17%
PDL
987
Portfolio Design Labs
California
$400K +$14K +68 +4%
CCG
988
Cypress Capital Group
Florida
$399K
AC
989
Allstate Corporation
Illinois
$399K
LAM
990
L2 Asset Management
Massachusetts
$397K +$35.7K +174 +10%
SWP
991
Strategic Wealth Partners
Ohio
$397K +$41.1K +200 +12%
OL
992
Optas LLC
Texas
$397K +$1.03K +5 +0.3%
APW
993
Acima Private Wealth
Virginia
$396K
HWMO
994
Heritage Wealth Management (Ohio)
Ohio
$396K +$380K +1,852 New
SWM
995
SeaCrest Wealth Management
New York
$396K +$3.49K +17 +0.9%
MWM
996
Modera Wealth Management
New Jersey
$395K -$8.22K -40 -2%
LJHT
997
Laurie J. Hall Trustee
$392K
UFF
998
USA Financial Formulas
Michigan
$392K +$16.6K +81 +5%
AHB
999
Abner Herrman & Brock
New Jersey
$390K
GC
1000
Gilbert & Cook
Iowa
$389K