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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
C
1076
Covestor
United Kingdom
$66K -$12.8K -77 -16%
PP
1077
Paloma Partners
Connecticut
$66K -$540K -3,241 -89%
AA
1078
Ancora Advisors
Ohio
$65.8K -$1.17K -7 -2%
VCM
1079
Versant Capital Management
Arizona
$64.4K +$1.5K +9 +2%
Loomis, Sayles & Company
1080
Loomis, Sayles & Company
Massachusetts
$63K +$34.7K +208 +120%
CAC
1081
Core Alternative Capital
Georgia
$62.9K +$5K +30 +9%
MCM
1082
MV Capital Management
Maryland
$61.6K +$7.5K +45 +14%
CFGS
1083
Concourse Financial Group Securities
Alabama
$60.3K -$727K -4,367 -92%
HDIM
1084
Hanson & Doremus Investment Management
Vermont
$60K -$4.83K -29 -7%
SCM
1085
Silvant Capital Management
Georgia
$59.6K
KA
1086
Kozak & Associates
Colorado
$59.3K +$167 +1 +0.3%
DAC
1087
Dividend Assets Capital
South Carolina
$59K
TWA
1088
TCI Wealth Advisors
Arizona
$58K
Capstone Investment Advisors
1089
Capstone Investment Advisors
New York
$57.5K -$18.7K -112 -25%
ETC
1090
Exchange Traded Concepts
Oklahoma
$56K +$167 +1 +0.3%
RFA
1091
Resurgent Financial Advisors
Georgia
$55.8K -$27.3K -164 -33%
MFA
1092
McClarren Financial Advisors
Pennsylvania
$54K
TIM
1093
Tortoise Investment Management
New York
$51.8K
HWM
1094
HighMark Wealth Management
Minnesota
$51.2K
GWM
1095
Geneos Wealth Management
Colorado
$51K
SSB
1096
Sandy Spring Bank
Maryland
$50.3K -$8.66K -52 -15%
BCMLT
1097
Beacon Capital Management LLC (Tennessee)
Tennessee
$50K
LCM
1098
Logan Capital Management
Pennsylvania
$49.6K -$4.33K -26 -8%
WB
1099
Webster Bank
Connecticut
$49.5K -$100K -600 -67%
FMP
1100
Financial Management Professionals
Texas
$49K +$9.5K +57 +24%