We are live on ! Find out more
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
GFPC
1126
Global Financial Private Client
Florida
$29.5K
CH
1127
Canton Hathaway
Rhode Island
$27K
ACA
1128
Atlas Capital Advisors
Wyoming
$26.3K
BWA
1129
BDO Wealth Advisors
Florida
$25.1K
DWA
1130
Delos Wealth Advisors
Texas
$24.5K
EWP
1131
Elevation Wealth Partners
California
$24.5K +$24.5K +147 New
CA
1132
Crewe Advisors
Utah
$23.8K -$7.33K -44 -24%
FCA
1133
FinTrust Capital Advisors
South Carolina
$23.7K
JWA
1134
JFS Wealth Advisors
Pennsylvania
$23.5K -$1.83K -11 -7%
TCA
1135
Trifecta Capital Advisors
Illinois
$23.2K
SCA
1136
Stonebridge Capital Advisors
Minnesota
$23K -$666 -4 -3%
AT
1137
Avalon Trust
New Mexico
$23K +$23K +138 New
AWM
1138
Avior Wealth Management
Nebraska
$23K -$8.66K -52 -28%
JWM
1139
Janiczek Wealth Management
Colorado
$22.7K -$333 -2 -2%
PCFFS
1140
Pacific Center for Financial Services
California
$22.7K +$22.7K +136 New
SC
1141
Solstein Capital
California
$22.5K
Jones Financial Companies
1142
Jones Financial Companies
Missouri
$21.8K -$4.5K -27 -17%
SS
1143
Sunbelt Securities
Texas
$21.8K +$22K +132 New
Credit Agricole
1144
Credit Agricole
France
$20.7K
NL
1145
NVWM LLC
Pennsylvania
$20.2K -$14.5K -87 -42%
CQS
1146
Credential Qtrade Securities
$20.2K
CAL
1147
Capital Analysts LLC
Pennsylvania
$20K -$1.17K -7 -5%
GI
1148
Gradient Investments
Minnesota
$19.3K -$37K -222 -66%
MRCM
1149
M&R Capital Management
New Jersey
$19K
CYG
1150
Clean Yield Group
Vermont
$18.3K