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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
LAM
1001
L2 Asset Management
Massachusetts
$302K +$280K +1,448 +1,006%
TTWM
1002
TCV Trust & Wealth Management
Virginia
$300K
AWA
1003
Arete Wealth Advisors
Illinois
$300K +$4.83K +25 +2%
AFG
1004
Atomi Financial Group
New York
$300K +$306K +1,582 New
CM
1005
Capital Management
Virginia
$299K
CAM
1006
Carret Asset Management
New York
$299K
SWP
1007
Strategic Wealth Partners
Ohio
$298K +$11.8K +61 +4%
B
1008
Bailard
California
$295K
NFG
1009
Nations Financial Group
Iowa
$293K +$66.9K +346 +29%
MFA
1010
Mayflower Financial Advisors
Massachusetts
$292K +$298K +1,541 New
KIG
1011
Kessler Investment Group
Indiana
$292K -$5.99K -31 -2%
DA
1012
Detalus Advisors
Missouri
$292K
HWA
1013
HCR Wealth Advisors
California
$292K +$298K +1,541 New
MIM
1014
Merrion Investment Management
New Jersey
$290K
GM
1015
GeoWealth Management
Illinois
$290K +$236K +1,223 +395%
JWWM
1016
Johnson & White Wealth Management
Pennsylvania
$288K
ACC
1017
Acorn Creek Capital
Colorado
$288K +$294K +1,519 New
Fayez Sarofim & Co
1018
Fayez Sarofim & Co
Texas
$287K -$31.7K -164 -10%
VC
1019
Veracity Capital
Georgia
$287K +$9.47K +49 +3%
Fisher Asset Management
1020
Fisher Asset Management
Washington
$286K -$80.8K -418 -22%
WB
1021
WesBanco Bank
West Virginia
$285K
DA
1022
Dillon & Associates
Michigan
$284K
GC
1023
Garde Capital
Washington
$284K +$80.8K +418 +39%
CA
1024
Cornerstone Advisory
Maryland
$284K +$289K +1,498 New
CT
1025
Columbia Trust
Oregon
$280K +$3.29K +17 +1%