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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
MRWM
1026
ML&R Wealth Management
Texas
$279K +$5.6K +29 +2%
FFA
1027
Farther Finance Advisors
California
$278K +$186K +964 +191%
HB
1028
HTLF Bank
Colorado
$278K +$283K +1,467 New
AP
1029
Appleton Partners
Massachusetts
$276K -$21.3K -110 -7%
CBFP
1030
Cedar Brook Financial Partners
Ohio
$276K -$40.8K -211 -13%
CTC
1031
Central Trust Company
Missouri
$274K +$14.5K +75 +5%
FFP
1032
FourThought Financial Partners
Florida
$274K +$1.74K +9 +0.6%
RMC
1033
Resources Management Corp
Connecticut
$273K -$14.5K -75 -5%
PP
1034
Patron Partners
Texas
$272K -$580 -3 -0.2%
PP
1035
PFS Partners
New Jersey
$272K
WA
1036
Wealthstream Advisors
New York
$270K +$275K +1,425 New
DI
1037
Diligent Investors
California
$270K
NPP
1038
New Potomac Partners
Maryland
$269K +$274K +1,420 New
IC
1039
Inscription Capital
Texas
$268K
ECM
1040
Evergreen Capital Management
Washington
$268K -$21.3K -110 -7%
ESB
1041
Essex Savings Bank
Connecticut
$268K +$64K +331 +31%
CFP
1042
Catalyst Financial Partners
Massachusetts
$267K +$22.2K +115 +9%
SC
1043
Sapient Capital
Indiana
$266K +$271K +1,405 New
CWP
1044
Capital Wealth Planning
Florida
$265K
GLA
1045
Great Lakes Advisors
Illinois
$263K +$8.12K +42 +3%
PFS
1046
Prospera Financial Services
Texas
$262K -$57K -295 -18%
OP
1047
ORG Partners
Indiana
$261K +$3.09K +16 +1%
KFC
1048
Klingenstein Fields & Co
New York
$261K
FTIS
1049
First Trust Investment Solutions
Florida
$260K +$266K +1,374 New
DWM
1050
Drive Wealth Management
Utah
$258K +$11.8K +61 +5%