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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
BWL
1051
Bogart Wealth LLC
Virginia
$104K
CF
1052
Centaurus Financial
California
$103K +$103K +617 New
TF
1053
Tompkins Financial
New York
$103K
TWM
1054
Tradition Wealth Management
Minnesota
$101K +$500 +3 +0.5%
PAI
1055
Pittenger & Anderson Inc
Nebraska
$99.9K
MHR
1056
Matthew Hamilton Rosenberg
$98.1K
GEA
1057
Glen Eagle Advisors
New Jersey
$96.7K
ECG
1058
Edge Capital Group
Georgia
$95.1K -$1.67K -10 -2%
NECFA
1059
New England Capital Financial Advisors
Connecticut
$90.1K -$24K -144 -21%
ONST
1060
Old North State Trust
North Carolina
$87K
IRC
1061
Investors Research Corp
Georgia
$85.8K
VIA
1062
Virtus Investment Advisers
Connecticut
$83.1K
DWA
1063
Dougherty Wealth Advisers
Minnesota
$82.1K -$82.1K -493 -50%
TCOV
1064
Trust Company of Vermont
Vermont
$79.6K -$5K -30 -6%
FFA
1065
Farther Finance Advisors
California
$75.4K +$24.5K +147 +48%
ICM
1066
Islay Capital Management
Texas
$74.9K
AA
1067
Addison Advisors
Vermont
$74.4K -$1.17K -7 -2%
JGIA
1068
Jackson Grant Investment Advisers
Connecticut
$74.4K +$167 +1 +0.2%
FHA
1069
First Horizon Advisors
Tennessee
$74.3K -$22.7K -136 -23%
HT
1070
Headlands Technologies
Illinois
$72.8K -$120K -718 -62%
EBA
1071
Eagle Bay Advisors
New York
$72.6K -$2.67K -16 -4%
CG
1072
Cutler Group
California
$68K +$16.7K +100 +32%
CSC
1073
Caldwell Sutter Capital
California
$68K +$68K +408 New
SOW
1074
State of Wyoming
Wyoming
$67.6K +$33K +198 +95%
WP
1075
WealthPLAN Partners
Nebraska
$67.3K +$67.3K +404 New