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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
UB
1076
UMB Bank
Missouri
$322K +$37K +180 +13%
AAS
1077
Ameritas Advisory Services
Nebraska
$322K +$40.7K +198 +15%
AWM
1078
Angeles Wealth Management
California
$321K +$312K +1,521 New
VC
1079
Veracity Capital
Georgia
$319K -$8.63K -42 -3%
NFC
1080
Northeast Financial Consultants
Connecticut
$316K -$218K -1,060 -41%
SIM
1081
Stratos Investment Management
Ohio
$312K +$21.8K +106 +8%
HWA
1082
HCR Wealth Advisors
California
$309K
AA
1083
Alta Advisers
United Kingdom
$308K +$33.5K +163 +13%
ESB
1084
Essex Savings Bank
Connecticut
$306K +$8.22K +40 +3%
Fayez Sarofim & Co
1085
Fayez Sarofim & Co
Texas
$306K
RA
1086
RFG Advisory
Alabama
$304K -$28.3K -138 -9%
BCG
1087
Breakwater Capital Group
New Jersey
$303K
LC
1088
Lindbrook Capital
California
$302K -$19.9K -97 -6%
SIA
1089
Schear Investment Advisers
Ohio
$302K +$45.6K +222 +18%
GAB
1090
German American Bancorp
Indiana
$302K +$295K +1,434 New
PP
1091
PFS Partners
New Jersey
$302K
OP
1092
ORG Partners
Indiana
$300K +$293K +1,426 +47,533%
DI
1093
Diligent Investors
California
$300K
NPP
1094
New Potomac Partners
Maryland
$299K
MLRA
1095
Main Line Retirement Advisors
Montana
$299K
HTC
1096
Haverford Trust Company
Pennsylvania
$298K +$290K +1,414 New
PPC
1097
Park Place Capital
Alabama
$296K -$46.8K -228 -14%
NED
1098
Nancy E. Dempze
$295K +$30.8K +150 +12%
IC
1099
Inscription Capital
Texas
$294K
RCAG
1100
Rehmann Capital Advisory Group
Michigan
$293K +$39.6K +193 +16%