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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
YIA
1001
YHB Investment Advisors
Connecticut
$262K
KFC
1002
Klingenstein Fields & Co
New York
$262K +$1.15K +6 +0.4%
CTC
1003
Central Trust Company
Missouri
$261K
UB
1004
UMB Bank
Missouri
$260K +$14.6K +76 +6%
OP
1005
ORG Partners
Indiana
$260K +$261K +1,364 New
JIC
1006
Joel Isaacson & Co
New York
$259K -$1.73K -9 -0.7%
GT
1007
Glenview Trust
Kentucky
$258K -$4.98K -26 -2%
CPA
1008
Court Place Advisors
Maryland
$257K
RHJA
1009
Rice Hall James & Associates
California
$257K
VC
1010
Vicus Capital
Pennsylvania
$256K +$258K +1,346 New
AAM
1011
Alphadyne Asset Management
New York
$256K +$258K +1,345 New
GLA
1012
Great Lakes Advisors
Illinois
$256K +$4.22K +22 +2%
FMII
1013
Farmers & Merchants Investments Inc
Nebraska
$255K
SPWM
1014
Spartan Planning & Wealth Management
North Carolina
$253K +$255K +1,332 New
NL
1015
NWAM LLC
Washington
$252K -$57.9K -302 -19%
RIM
1016
Redwood Investment Management
Arizona
$251K +$253K +1,321 New
EWA
1017
EP Wealth Advisors
California
$250K +$252K +1,316 New
CCA
1018
Childress Capital Advisors
Texas
$250K +$252K +1,313 New
RP
1019
Riverwater Partners
Wisconsin
$250K -$27K -141 -10%
EFG
1020
Ethos Financial Group
Pennsylvania
$248K +$250K +1,304 New
AA
1021
Alta Advisers
United Kingdom
$247K
DWM
1022
Drive Wealth Management
Utah
$247K +$15.9K +83 +7%
CFP
1023
Catalyst Financial Partners
Massachusetts
$246K +$20.9K +109 +9%
WMA
1024
Wealth Management Associates
New Jersey
$246K +$18.4K +96 +8%
RT
1025
Rockland Trust
Massachusetts
$245K