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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
PCTC
1101
Perkins Coie Trust Company
Washington
$47.6K
JFGIW
1102
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$46.3K
SC
1103
SouthState Corp
Florida
$45.8K +$45.8K +275 New
FWM
1104
Focused Wealth Management
New York
$43.8K +$37.5K +225 +592%
RCM
1105
Raleigh Capital Management
North Carolina
$42.9K +$20.5K +123 +91%
FFC
1106
First Financial Corp
Indiana
$41.1K
BIA
1107
Bell Investment Advisors
California
$39.8K -$5.83K -35 -13%
PSB
1108
Piscataqua Savings Bank
New Hampshire
$38.1K
FIA
1109
FNY Investment Advisers
New York
$38K +$18.8K +113 +94%
AP
1110
Arlington Partners
Alabama
$37.5K +$1.83K +11 +5%
EARNEST Partners
1111
EARNEST Partners
Georgia
$36.6K
AAP
1112
Arax Advisory Partners
Colorado
$35.8K
CTB
1113
Country Trust Bank
Illinois
$35.8K -$1K -6 -3%
ST
1114
Sageworth Trust
Pennsylvania
$34.6K -$2.5K -15 -7%
IFAM
1115
Institutional & Family Asset Management
Colorado
$33.8K +$6.83K +41 +25%
TCM
1116
Tradewinds Capital Management
Washington
$33.3K +$27.5K +165 +471%
SIS
1117
Sound Income Strategies
Florida
$32.8K
NFSG
1118
Newbridge Financial Services Group
Florida
$32.7K -$1.67K -10 -5%
RI
1119
Ridgewood Investments
New Jersey
$32.1K +$32.2K +193 New
NC
1120
NewSquare Capital
Pennsylvania
$31.5K +$2K +12 +7%
QC
1121
Quent Capital
New York
$30.6K
TFP
1122
Tilia Fiduciary Partners
North Carolina
$30.6K
LFG
1123
Larson Financial Group
Missouri
$30.5K
CWP
1124
Concord Wealth Partners
Virginia
$30.1K -$37.1K -223 -55%
SWA
1125
Sutton Wealth Advisors
Florida
$29.6K -$418K -2,507 -93%