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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
CCP
1026
Clarkston Capital Partners
Michigan
$363K
MC
1027
Moors & Cabot
Massachusetts
$363K -$5.14K -25 -1%
IP
1028
Investment Partners
Ohio
$362K +$21K +102 +6%
Koshinski Asset Management
1029
Koshinski Asset Management
Illinois
$361K +$350K +1,705 New
JFL
1030
Jarislowsky, Fraser Ltd
Quebec, Canada
$358K
KC
1031
Kinloch Capital
Virginia
$357K -$3.08K -15 -0.9%
GFP
1032
Gryphon Financial Partners
Ohio
$356K +$127K +616 +57%
ACM
1033
Advisors Capital Management
New Jersey
$355K +$59.2K +288 +21%
BAM
1034
Berkshire Asset Management
Pennsylvania
$355K +$346K +1,683 New
Capstone Investment Advisors
1035
Capstone Investment Advisors
New York
$351K -$416K -2,023 -55%
HCP
1036
Hexagon Capital Partners
Arkansas
$351K +$67.2K +327 +24%
AF
1037
Advisornet Financial
Minnesota
$350K -$37.4K -182 -10%
RMDI
1038
R.M. Davis Inc
Maine
$350K +$19.3K +94 +6%
MWA
1039
Meridian Wealth Advisors
Texas
$347K +$2.05K +10 +0.6%
AP
1040
Advisors Preferred
Maryland
$345K +$337K +1,641 New
AWA
1041
Arete Wealth Advisors
Illinois
$345K +$336K +1,637 New
LFG
1042
Lockerman Financial Group
California
$344K +$102K +495 +43%
DWM
1043
Dechtman Wealth Management
Colorado
$343K +$205 +1 +0.1%
OWA
1044
Outlook Wealth Advisors
Texas
$342K +$334K +1,624 New
LSA
1045
Leonteq Securities AG
Switzerland
$342K +$27.5K +134 +9%
MIS
1046
Morningstar Investment Services
Illinois
$341K +$93.3K +454 +39%
CA
1047
Cornerstone Advisory
Maryland
$340K +$12.5K +61 +4%
BEAM
1048
Baker Ellis Asset Management
Washington
$340K +$41.1K +200 +14%
PMFA
1049
Plante Moran Financial Advisors
Michigan
$339K -$2.05K -10 -0.6%
MSFP
1050
Mark Sheptoff Financial Planning
Connecticut
$339K