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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
CH
1101
Cromwell Holdings
Wyoming
$293K +$286K +1,390 New
DWM
1102
Drive Wealth Management
Utah
$291K +$10.1K +49 +4%
FIM
1103
Fernwood Investment Management
Massachusetts
$291K
UB
1104
Umpqua Bank
Oregon
$291K -$3.08K -15 -1%
WA
1105
Waverly Advisors
Alabama
$290K +$56.1K +273 +25%
CFO
1106
Callan Family Office
Pennsylvania
$290K +$283K +1,378 New
KFC
1107
Klingenstein Fields & Co
New York
$289K
SFS
1108
Stiles Financial Services
Minnesota
$288K -$30.8K -150 -10%
TC
1109
Trilogy Capital
California
$287K +$205 +1 +0.1%
TWP
1110
Tyche Wealth Partners
Texas
$286K -$90.6K -441 -25%
EHC
1111
Everett Harris & Co
California
$285K +$32.5K +158 +13%
RHJA
1112
Rice Hall James & Associates
California
$284K
CPA
1113
Court Place Advisors
Maryland
$284K +$30.8K +150 +13%
SEIA
1114
Signature Estate & Investment Advisors
California
$283K +$276K +1,345 New
IAIM
1115
International Assets Investment Management
Florida
$282K +$24.4K +119 +10%
MPI
1116
Mairs & Power Inc
Minnesota
$282K -$173K -840 -39%
FMII
1117
Farmers & Merchants Investments Inc
Nebraska
$282K
LAS
1118
Legacy Advisory Services
Pennsylvania
$282K +$822 +4 +0.3%
VFA
1119
Voya Financial Advisors
Connecticut
$281K -$1.64K -8 -0.6%
BB
1120
Busey Bank
Illinois
$280K -$27.1K -132 -9%
YIA
1121
YHB Investment Advisors
Connecticut
$280K +$5.75K +28 +2%
SGI
1122
Summit Global Investments
Utah
$280K -$1.44K -7 -0.5%
RMC
1123
Resources Management Corp
Connecticut
$279K -$3.08K -15 -1%
FWIA
1124
Fort Washington Investment Advisors
Ohio
$272K -$3.49K -17 -1%
SWA
1125
Stratos Wealth Advisors
Ohio
$272K +$265K +1,288 New