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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
BSC
1026
Brown Shipley & Co
United Kingdom
$244K -$50.6K -264 -17%
TCMP
1027
Thrive Capital Management (Pennsylvania)
Pennsylvania
$243K +$192 +1 +0.1%
IP
1028
Ignite Planners
California
$243K +$9.97K +52 +4%
NPA
1029
Nichols & Pratt Advisers
Massachusetts
$243K
LC
1030
Lindbrook Capital
California
$242K +$16.3K +85 +7%
AP
1031
Adero Partners
California
$241K -$383 -2 -0.2%
EHC
1032
Everett Harris & Co
California
$240K +$6.33K +33 +3%
TFCP
1033
Twin Focus Capital Partners
Massachusetts
$239K -$80.7K -421 -25%
NED
1034
Nancy E. Dempze
$238K -$20.1K -105 -8%
SAG
1035
SageView Advisory Group
California
$237K +$19.2K +100 +9%
NCM
1036
Northside Capital Management
Oregon
$235K
PCM
1037
Pointe Capital Management
Michigan
$234K +$1.73K +9 +0.7%
WSTAM
1038
Wilbanks Smith & Thomas Asset Management
Virginia
$234K +$13.4K +70 +6%
CCMG
1039
Clark Capital Management Group
Pennsylvania
$232K +$3.64K +19 +2%
NEPPG
1040
New England Professional Planning Group
Rhode Island
$230K
MC
1041
Middleton & Co
Massachusetts
$230K
AAS
1042
Ameritas Advisory Services
Nebraska
$230K +$232K +1,209 New
FNT
1043
First Nebraska Trust
Nebraska
$230K +$231K +1,206 New
EW
1044
Evoke Wealth
California
$229K +$231K +1,205 New
NFG
1045
Nations Financial Group
Iowa
$229K -$26.6K -139 -10%
BA
1046
Bristlecone Advisors
Washington
$229K +$11.3K +59 +5%
MW
1047
Marcum Wealth
Ohio
$229K -$5.17K -27 -2%
DWA
1048
Douglass Winthrop Advisors
New York
$228K
FIM
1049
Fernwood Investment Management
Massachusetts
$228K
GFL
1050
Granite FO LLC
New Hampshire
$228K