We are live on ! Find out more
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
SPA
1101
Sherbrooke Park Advisers
New York
$225K +$230K +1,189 New
TI
1102
Truepoint Inc
Ohio
$225K +$230K +1,188 New
WSTAM
1103
Wilbanks Smith & Thomas Asset Management
Virginia
$224K -$8.7K -45 -4%
CMBA
1104
C.M. Bidwell & Associates
Hawaii
$224K +$228K +1,182 New
GKWIM
1105
Gerber Kawasaki Wealth & Investment Management
California
$224K
WMA
1106
Wealth Management Associates
New Jersey
$224K -$21.6K -112 -9%
RPC
1107
Rossmore Private Capital
Connecticut
$224K -$773 -4 -0.3%
SW
1108
SlateStone Wealth
Florida
$223K +$228K +1,179 New
ETC
1109
Exchange Traded Concepts
Oklahoma
$222K -$1.69M -8,747 -88%
MW
1110
Marcum Wealth
Ohio
$221K -$6.96K -36 -3%
GSEP
1111
Golden State Equity Partners
California
$221K +$225K +1,166 New
CCA
1112
Cottonwood Capital Advisors
Utah
$220K +$225K +1,162 New
HCM
1113
Hollencrest Capital Management
California
$219K +$1.74K +9 +0.8%
FWA
1114
FSM Wealth Advisors
Ohio
$219K -$1.93K -10 -0.9%
WFA
1115
WestHill Financial Advisors
California
$218K -$7.92K -41 -3%
AF
1116
Allworth Financial
California
$218K +$6.18K +32 +3%
LS
1117
Livforsakringsbolaget Skandia
Sweden
$217K +$83.9K +434 +61%
SW
1118
Schulz Wealth
Texas
$215K +$219K +1,135 New
SCP
1119
Sivia Capital Partners
California
$215K +$219K +1,134 New
EP
1120
Edgestream Partners
New Jersey
$214K -$140K -726 -39%
BMO
1121
Beck Mack & Oliver
New York
$212K
HCP
1122
Hexagon Capital Partners
Arkansas
$212K +$88.3K +457 +69%
GWANC
1123
Guardian Wealth Advisors (North Carolina)
North Carolina
$211K -$193 -1 -0.1%
MC
1124
Middleton & Co
Massachusetts
$210K -$19.3K -100 -8%
KA
1125
Kure Advisory
Minnesota
$210K -$7.34K -38 -3%