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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
PHAM
1051
Palisades Hudson Asset Management
Florida
$339K
FHA
1052
Flagship Harbor Advisors
Massachusetts
$338K -$1.44K -7 -0.4%
HB
1053
HTLF Bank
Colorado
$337K -$411 -2 -0.1%
CWP
1054
Capital Wealth Planning
Florida
$336K +$40.3K +196 +14%
TWA
1055
TCI Wealth Advisors
Arizona
$336K +$327K +1,593 New
MW
1056
Marcum Wealth
Ohio
$335K +$66.6K +324 +26%
CCMG
1057
Clark Capital Management Group
Pennsylvania
$335K -$890K -4,332 -73%
JIC
1058
Joel Isaacson & Co
New York
$335K +$25.7K +125 +9%
TTWM
1059
TCV Trust & Wealth Management
Virginia
$334K
CM
1060
Capital Management
Virginia
$333K
CAM
1061
Carret Asset Management
New York
$333K
ACC
1062
Acorn Creek Capital
Colorado
$333K +$6.37K +31 +2%
SW
1063
SlateStone Wealth
Florida
$332K +$51.2K +249 +19%
SGWM
1064
Sterling Group Wealth Management
California
$332K +$324K +1,575 New
GA
1065
Gateway Advisory
New Jersey
$331K +$323K +1,572 New
CFP
1066
Catalyst Financial Partners
Massachusetts
$331K +$18.7K +91 +6%
Fisher Asset Management
1067
Fisher Asset Management
Washington
$331K +$323K +1,570 New
FAFN
1068
First Affirmative Financial Network
Colorado
$330K -$3.7K -18 -1%
MPPW
1069
Mitchell & Pahl Private Wealth
Oklahoma
$328K -$25.7K -125 -7%
DMBA
1070
Deseret Mutual Benefit Administrators
Utah
$328K
FCG
1071
Fielder Capital Group
Tennessee
$327K +$616 +3 +0.2%
PCH
1072
PGIM Custom Harvest
New Jersey
$325K +$107K +519 +51%
DA
1073
Detalus Advisors
Missouri
$325K
CTC
1074
Central Trust Company
Missouri
$325K +$15.6K +76 +5%
B
1075
Bailard
California
$322K -$1.23K -6 -0.4%