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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
RTC
1126
Riverview Trust Company
Washington
$210K
BA
1127
Bristlecone Advisors
Washington
$210K -$18.4K -95 -8%
WA
1128
Waverly Advisors
Alabama
$209K +$1.93K +10 +0.9%
ASG
1129
Ariston Services Group
California
$209K +$213K +1,102 New
MWM
1130
Meridian Wealth Management
Kentucky
$209K +$213K +1,102 New
WF
1131
Wayfinding Financial
Washington
$206K +$211K +1,091 New
FCA
1132
Fortis Capital Advisors
Kansas
$206K +$6.38K +33 +3%
DWM
1133
Destination Wealth Management
California
$205K
GFP
1134
Gryphon Financial Partners
Ohio
$203K +$12.9K +67 +6%
FFA
1135
Founders Financial Alliance
North Carolina
$203K +$207K +1,069 New
FDCP
1136
Foster Dykema Cabot & Partners
Massachusetts
$202K +$206K +1,068 New
BWP
1137
BSW Wealth Partners
Colorado
$202K +$2.13K +11 +1%
WPP
1138
Whalerock Point Partners
Rhode Island
$201K
PFBT
1139
Parkside Financial Bank & Trust
Missouri
$201K -$6.18K -32 -3%
GBT
1140
Grove Bank & Trust
Florida
$196K -$8.7K -45 -4%
HFM
1141
Harvest Fund Management
China
$192K -$461K -2,387 -70%
MAM
1142
Magellan Asset Management
Australia
$186K
MSWM
1143
McGlone Suttner Wealth Management
Wisconsin
$186K +$189K +980 New
GI
1144
Gradient Investments
Minnesota
$183K +$43.3K +224 +30%
CFO
1145
CVA Family Office
Colorado
$172K +$176K +910 New
HI
1146
Harbour Investments
Wisconsin
$172K +$12.4K +64 +8%
ASBI
1147
American State Bank (Iowa)
Iowa
$171K
KLWA
1148
Kelly Lawrence W & Associates
California
$171K
BWP
1149
Baldwin Wealth Partners
Massachusetts
$166K -$7.92K -41 -4%
TF
1150
Tompkins Financial
New York
$164K +$48.3K +250 +40%