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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
AP
1001
Adero Partners
California
$211K +$211K +1,269 New
TCMP
1002
Thrive Capital Management (Pennsylvania)
Pennsylvania
$210K +$167 +1 +0.1%
TSS
1003
Two Sigma Securities
New York
$210K -$219K -1,316 -51%
WMA
1004
Wealth Management Associates
New Jersey
$209K
LA
1005
LVW Advisors
New York
$209K -$167 -1 -0.1%
MW
1006
Marcum Wealth
Ohio
$207K +$207K +1,240 New
NFG
1007
Nations Financial Group
Iowa
$207K +$207K +1,240 New
NEPPG
1008
New England Professional Planning Group
Rhode Island
$206K
NCM
1009
Northside Capital Management
Oregon
$206K
EHC
1010
Everett Harris & Co
California
$205K
RPC
1011
Rossmore Private Capital
Connecticut
$202K
QT
1012
Quantamental Technologies
New York
$202K -$417K -2,503 -67%
MC
1013
Middleton & Co
Massachusetts
$202K
LPIC
1014
LeJeune Puetz Investment Counsel
Michigan
$197K +$2.17K +13 +1%
LC
1015
Lindbrook Capital
California
$196K +$62.6K +376 +47%
HCM
1016
Hollencrest Capital Management
California
$191K
SWM
1017
Spire Wealth Management
Virginia
$190K +$14.7K +88 +8%
FCA
1018
Fortis Capital Advisors
Kansas
$189K -$65K -390 -26%
RTC
1019
Riverview Trust Company
Washington
$187K
IGWM
1020
ICA Group Wealth Management
Colorado
$183K +$14.5K +87 +9%
GC
1021
Garde Capital
Washington
$183K
FDCC
1022
Foster Dykema Cabot & Co
Massachusetts
$178K +$178K +1,068 New
MAM
1023
Magellan Asset Management
Australia
$172K -$1.83K -11 -1%
MIA
1024
Milestone Investment Advisors
Wisconsin
$172K +$172K +1,031 New
TF
1025
TimeScale Financial
Massachusetts
$163K +$333 +2 +0.2%