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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
WCA
1001
Westover Capital Advisors
Delaware
$388K
GI
1002
GLOBALT Investments
Georgia
$386K -$6.98K -34 -2%
SQA
1003
Simon Quick Advisors
New Jersey
$385K +$154K +748 +69%
DA
1004
Dillon & Associates
Michigan
$380K
NPF
1005
Norris Perne & French
Michigan
$380K
TCWA
1006
Turtle Creek Wealth Advisors
Texas
$380K +$32.7K +159 +10%
RFN
1007
RDA Financial Network
Iowa
$379K +$7.81K +38 +2%
LGWM
1008
Litman Gregory Wealth Management
California
$379K
CSWM
1009
Cassady Schiller Wealth Management
Ohio
$379K
ECM
1010
Evergreen Capital Management
Washington
$377K +$56.3K +274 +18%
DWP
1011
Daymark Wealth Partners
Ohio
$377K +$139K +675 +60%
VCP
1012
Verus Capital Partners
Arizona
$377K -$32.5K -158 -8%
EL
1013
EWA LLC
Pennsylvania
$377K +$4.52K +22 +1%
AA
1014
Apriem Advisors
California
$376K
NHT
1015
New Hampshire Trust
New Hampshire
$375K
ML
1016
Mayport LLC
Massachusetts
$373K
NFG
1017
Nations Financial Group
Iowa
$372K +$48.1K +234 +15%
DWA
1018
Douglass Winthrop Advisors
New York
$370K +$9.86K +48 +3%
M
1019
MOTCO
Texas
$370K +$24.7K +120 +7%
CWM
1020
Cahaba Wealth Management
Georgia
$369K -$12.1K -59 -3%
AWM
1021
Aprio Wealth Management
Georgia
$369K -$49.9K -243 -12%
MA
1022
MCF Advisors
Kentucky
$366K +$7.39K +36 +2%
BONH
1023
Bank of New Hampshire
New Hampshire
$366K -$77.2K -376 -18%
SWA
1024
SOA Wealth Advisors
New York
$365K -$19.9K -97 -5%
PA
1025
Prossimo Advisors
California
$365K +$356K +1,732 New