We are live on ! Find out more
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
NJBEST
1051
New Jersey Better Educational Savings Trust
New Jersey
$228K
PFA
1052
Pathway Financial Advisors
Vermont
$228K
PL
1053
Perpetual Ltd
Australia
$228K
TC
1054
Telemus Capital
Michigan
$228K -$42.7K -223 -16%
WFA
1055
WestHill Financial Advisors
California
$227K -$8.05K -42 -3%
RPC
1056
Rossmore Private Capital
Connecticut
$226K -$5.37K -28 -2%
IAS
1057
Insigneo Advisory Services
Florida
$225K +$227K +1,183 New
GKWIM
1058
Gerber Kawasaki Wealth & Investment Management
California
$225K +$226K +1,181 New
MAP
1059
Milestone Advisory Partners
North Carolina
$224K
FWA
1060
FSM Wealth Advisors
Ohio
$222K +$223K +1,164 New
KP
1061
Keel Point
Alabama
$221K +$4.79K +25 +2%
TIA
1062
Trust Investment Advisors
Indiana
$221K +$222K +1,160 New
HCM
1063
Hollencrest Capital Management
California
$219K
KA
1064
Kure Advisory
Minnesota
$218K +$220K +1,148 New
BMO
1065
Beck Mack & Oliver
New York
$213K
AF
1066
Allworth Financial
California
$213K +$35.8K +187 +20%
RWA
1067
Ropes Wealth Advisors
Massachusetts
$212K +$214K +1,114 New
GWANC
1068
Guardian Wealth Advisors (North Carolina)
North Carolina
$212K +$2.11K +11 +1%
RTC
1069
Riverview Trust Company
Washington
$211K -$2.88K -15 -1%
IGWM
1070
ICA Group Wealth Management
Colorado
$211K +$2.88K +15 +1%
FFA
1071
First Foundation Advisors
California
$209K -$83.4K -435 -28%
BI
1072
Ballast Inc
Kentucky
$208K
WA
1073
Waverly Advisors
Alabama
$208K +$210K +1,095 New
PFBT
1074
Parkside Financial Bank & Trust
Missouri
$208K +$21.8K +114 +12%
DWM
1075
Destination Wealth Management
California
$206K -$2.68K -14 -1%