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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
RT
1076
Rockland Trust
Massachusetts
$237K -$6.76K -35 -3%
NED
1077
Nancy E. Dempze
$237K
PCM
1078
Pointe Capital Management
Michigan
$236K +$3.29K +17 +1%
AC
1079
ASB Consultores
Florida
$235K -$235K -1,214 -49%
NCM
1080
Northside Capital Management
Oregon
$234K
IAIM
1081
International Assets Investment Management
Florida
$234K +$34K +176 +17%
RCAG
1082
Rehmann Capital Advisory Group
Michigan
$234K +$238K +1,234 New
BI
1083
Ballast Inc
Kentucky
$233K +$26.1K +135 +12%
IGWM
1084
ICA Group Wealth Management
Colorado
$232K +$22.4K +116 +10%
MFIM
1085
Mesirow Financial Investment Management
Illinois
$232K +$236K +1,222 New
RIM
1086
Rakuten Investment Management
Japan
$230K +$236K +1,220 New
NEPPG
1087
New England Professional Planning Group
Rhode Island
$230K +$386 +2 +0.2%
IP
1088
Ignite Planners
California
$230K -$11.6K -60 -5%
MLRA
1089
Main Line Retirement Advisors
Montana
$229K +$234K +1,209 New
TC
1090
Telemus Capital
Michigan
$229K +$2.13K +11 +0.9%
FAFN
1091
First Affirmative Financial Network
Colorado
$229K +$233K +1,206 New
FNT
1092
First Nebraska Trust
Nebraska
$229K
CT
1093
Colonial Trust
South Carolina
$228K -$67.1K -347 -22%
DWA
1094
Douglass Winthrop Advisors
New York
$227K
FIM
1095
Fernwood Investment Management
Massachusetts
$227K
GFL
1096
Granite FO LLC
New Hampshire
$227K
NJBEST
1097
New Jersey Better Educational Savings Trust
New Jersey
$227K
PFA
1098
Pathway Financial Advisors
Vermont
$227K
PL
1099
Perpetual Ltd
Australia
$227K
EHC
1100
Everett Harris & Co
California
$227K -$12.8K -66 -5%