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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
AHC
1126
Anderson Hoagland & Co
Missouri
$271K
OL
1127
OneFund LLC
Florida
$271K +$4.11K +20 +2%
NL
1128
NWAM LLC
Washington
$271K -$8.22K -40 -3%
VC
1129
Vicus Capital
Pennsylvania
$271K +$23.6K +115 +10%
IP
1130
Ignite Planners
California
$271K +$3.9K +19 +2%
TCMP
1131
Thrive Capital Management (Pennsylvania)
Pennsylvania
$271K +$411 +2 +0.2%
FWA
1132
FSM Wealth Advisors
Ohio
$270K +$1.85K +9 +0.7%
VC
1133
Vestor Capital
Illinois
$270K
BC
1134
Bridgefront Capital
Texas
$270K +$263K +1,281 New
NPA
1135
Nichols & Pratt Advisers
Massachusetts
$269K
ACP
1136
Aveo Capital Partners
Colorado
$268K +$7.39K +36 +3%
BBA
1137
Braun-Bostich & Associates
Pennsylvania
$267K +$260K +1,267 New
ECM
1138
EagleClaw Capital Management
Massachusetts
$266K -$30.8K -150 -11%
BI
1139
Ballast Inc
Kentucky
$265K +$5.34K +26 +2%
TFCP
1140
Twin Focus Capital Partners
Massachusetts
$264K
PP
1141
Patron Partners
Texas
$263K -$21.2K -103 -8%
SC
1142
Sapient Capital
Indiana
$263K +$3.9K +19 +2%
PCM
1143
Pointe Capital Management
Michigan
$263K
Jones Financial Companies
1144
Jones Financial Companies
Missouri
$261K +$224K +1,092 +748%
GLA
1145
Great Lakes Advisors
Illinois
$261K -$12.9K -63 -5%
PCA
1146
Pallas Capital Advisors
Massachusetts
$260K +$29.8K +145 +14%
HI
1147
Harbour Investments
Wisconsin
$258K +$44K +214 +21%
PL
1148
Parthenon LLC
Kentucky
$256K
NEPPG
1149
New England Professional Planning Group
Rhode Island
$255K
CWG
1150
Cornerstone Wealth Group
North Carolina
$255K +$17.9K +87 +8%