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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
CCA
1101
Column Capital Advisors
Indiana
$138K -$575 -3 -0.4%
LS
1102
Livforsakringsbolaget Skandia
Sweden
$135K
Legacy Financial Group (Iowa)
1103
Legacy Financial Group (Iowa)
Iowa
$134K +$135K +706 New
DJSG
1104
D.J. St. Germain
Massachusetts
$133K
WTA
1105
Washington Trust Advisors
Massachusetts
$130K
KI
1106
Kapitalo Investimentos
Brazil
$128K -$75.5K -394 -37%
HCP
1107
Hexagon Capital Partners
Arkansas
$126K +$1.34K +7 +1%
MHR
1108
Matthew Hamilton Rosenberg
$123K
NS
1109
NBC Securities
Alabama
$121K +$122K +637 New
PAI
1110
Pittenger & Anderson Inc
Nebraska
$120K
BWL
1111
Bogart Wealth LLC
Virginia
$119K
HB
1112
Horizon Bancorp
Indiana
$119K +$101K +529 +563%
TF
1113
Tompkins Financial
New York
$118K
TWM
1114
Tradition Wealth Management
Minnesota
$117K +$383 +2 +0.3%
QL
1115
Quarry LP
New York
$110K +$107K +558 +3,100%
TSWM
1116
Tyler-Stone Wealth Management
Ohio
$108K
AAG
1117
Armstrong Advisory Group
Massachusetts
$106K -$4.03K -21 -4%
NECFA
1118
New England Capital Financial Advisors
Connecticut
$103K +$192 +1 +0.2%
IRC
1119
Investors Research Corp
Georgia
$99.5K +$1.53K +8 +2%
WTG
1120
West Tower Group
Virginia
$97.8K +$84.3K +440 +595%
SL
1121
Salomon & Ludwin
Virginia
$97.4K +$98.1K +512 New
FFA
1122
Farther Finance Advisors
California
$95.9K +$9.97K +52 +12%
USB
1123
Union Savings Bank
Connecticut
$95.3K +$96K +501 New
CFGS
1124
Concourse Financial Group Securities
Alabama
$90K +$13.4K +70 +17%
RCM
1125
Raleigh Capital Management
North Carolina
$87.7K +$39.5K +206 +81%