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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
GC
1076
Garde Capital
Washington
$206K +$1.92K +10 +0.9%
ESB
1077
Essex Savings Bank
Connecticut
$206K +$192 +1 +0.1%
GBT
1078
Grove Bank & Trust
Florida
$205K +$28K +146 +16%
IAIM
1079
International Assets Investment Management
Florida
$204K +$203K +1,059 New
M
1080
Mirova
France
$203K -$529K -2,762 -72%
FDCC
1081
Foster Dykema Cabot & Co
Massachusetts
$203K
WPP
1082
Whalerock Point Partners
Rhode Island
$202K
GFP
1083
Gryphon Financial Partners
Ohio
$202K -$2.68K -14 -1%
BWP
1084
BSW Wealth Partners
Colorado
$200K -$447K -2,331 -69%
FCA
1085
Fortis Capital Advisors
Kansas
$200K -$26.1K -136 -11%
MAM
1086
Magellan Asset Management
Australia
$187K
CCC
1087
Chelsea Counsel Company
California
$176K -$4.79K -25 -3%
BWP
1088
Baldwin Wealth Partners
Massachusetts
$174K
ASBI
1089
American State Bank (Iowa)
Iowa
$171K -$14.2K -74 -8%
KLWA
1090
Kelly Lawrence W & Associates
California
$171K
MIA
1091
Milestone Investment Advisors
Wisconsin
$169K +$170K +889 New
HI
1092
Harbour Investments
Wisconsin
$160K -$1.15K -6 -0.7%
KFS
1093
Kelly Financial Services
Massachusetts
$155K
VC
1094
Vestor Capital
Illinois
$153K -$35.3K -184 -19%
CCM
1095
Chilton Capital Management
Texas
$152K
TWD
1096
True Wealth Design
Ohio
$150K
BCM
1097
Bourgeon Capital Management
Connecticut
$146K
GI
1098
Gradient Investments
Minnesota
$142K -$1.92K -10 -1%
JSAM
1099
J. Safra Asset Management
New York
$141K
Parallax Volatility Advisers
1100
Parallax Volatility Advisers
California
$140K -$1.47M -7,670 -91%