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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
CPA
1051
Court Place Advisors
Maryland
$256K
RHJA
1052
Rice Hall James & Associates
California
$256K
CP
1053
Covenant Partners
Tennessee
$256K -$123K -639 -32%
UB
1054
UMB Bank
Missouri
$254K -$4.25K -22 -2%
RA
1055
RFG Advisory
Alabama
$254K +$259K +1,340 New
FMII
1056
Farmers & Merchants Investments Inc
Nebraska
$254K
JIC
1057
Joel Isaacson & Co
New York
$253K -$5.22K -27 -2%
VFA
1058
Voya Financial Advisors
Connecticut
$253K -$56K -290 -18%
NL
1059
NWAM LLC
Washington
$252K +$1.16K +6 +0.5%
LAS
1060
Legacy Advisory Services
Pennsylvania
$251K +$256K +1,327 New
YIA
1061
YHB Investment Advisors
Connecticut
$251K -$9.66K -50 -4%
KI
1062
Kapitalo Investimentos
Brazil
$251K +$126K +650 +96%
SIM
1063
Stratos Investment Management
Ohio
$250K +$255K +1,321 New
PCIG
1064
Partners Capital Investment Group
Massachusetts
$249K +$254K +1,315 New
OL
1065
OneFund LLC
Florida
$247K +$252K +1,305 New
AA
1066
Alta Advisers
United Kingdom
$246K
KP
1067
Keel Point
Alabama
$246K +$26.1K +135 +12%
AP
1068
Adero Partners
California
$245K +$4.83K +25 +2%
FWIA
1069
Fort Washington Investment Advisors
Ohio
$244K +$249K +1,289 New
BSC
1070
Brown Shipley & Co
United Kingdom
$243K
VC
1071
Vestor Capital
Illinois
$243K +$92K +476 +59%
TCMP
1072
Thrive Capital Management (Pennsylvania)
Pennsylvania
$243K +$386 +2 +0.2%
NPA
1073
Nichols & Pratt Advisers
Massachusetts
$242K
CA
1074
Commerzbank Aktiengesellschaft
Germany
$239K +$243K +1,258 New
TFCP
1075
Twin Focus Capital Partners
Massachusetts
$237K