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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
ASBI
1026
American State Bank (Iowa)
Iowa
$162K
SSG
1027
Summit Securities Group
New York
$162K +$78.3K +470 +94%
GBT
1028
Grove Bank & Trust
Florida
$160K +$4.17K +25 +3%
PFBT
1029
Parkside Financial Bank & Trust
Missouri
$157K +$5.66K +34 +4%
CFO
1030
CVA Family Office
Colorado
$156K +$11.5K +69 +8%
AF
1031
Allworth Financial
California
$155K +$35.8K +215 +30%
BWP
1032
Baldwin Wealth Partners
Massachusetts
$153K
VC
1033
Vestor Capital
Illinois
$152K +$500 +3 +0.3%
KLWA
1034
Kelly Lawrence W & Associates
California
$150K
WTA
1035
Washington Trust Advisors
Massachusetts
$147K +$12.5K +75 +9%
HI
1036
Harbour Investments
Wisconsin
$139K -$833 -5 -0.6%
CCA
1037
Column Capital Advisors
Indiana
$138K
KFS
1038
Kelly Financial Services
Massachusetts
$136K
TWD
1039
True Wealth Design
Ohio
$134K +$2.5K +15 +2%
CCM
1040
Chilton Capital Management
Texas
$133K +$133K +800 New
BCM
1041
Bourgeon Capital Management
Connecticut
$127K
MME
1042
Meag Munich Ergo
Germany
$126K -$608K -3,647 -83%
JSAM
1043
J. Safra Asset Management
New York
$123K +$123K +740 New
LS
1044
Livforsakringsbolaget Skandia
Sweden
$118K
TFGT
1045
TS Financial Group (TSFG)
Illinois
$115K
IBOK
1046
Independence Bank of Kentucky
Kentucky
$114K -$78.3K -470 -41%
TAIM
1047
TD Ameritrade Investment Management
Nebraska
$112K -$27.8K -167 -20%
HCP
1048
Hexagon Capital Partners
Arkansas
$111K -$7.33K -44 -6%
MA
1049
MCF Advisors
Kentucky
$110K
AAG
1050
Armstrong Advisory Group
Massachusetts
$107K -$4.33K -26 -4%