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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
LF
1151
Lee Financial
Texas
$17.5K +$16.3K +98 +1,400%
PCM
1152
Perritt Capital Management
Illinois
$16.8K
SCA
1153
Stuart Chaussee & Associates
California
$16.2K
DWMG
1154
DB Wealth Management Group
California
$16K
RFG
1155
RFP Financial Group
Georgia
$16K
ADL
1156
Asset Dedication LLC
California
$15K
MFT
1157
Moisand Fitzgerald Tamayo
Florida
$14.8K
OC
1158
Oakworth Capital
Alabama
$14.2K
FPFS
1159
First Personal Financial Services
North Carolina
$13.3K
AWM
1160
Abound Wealth Management
Tennessee
$12.8K +$4.33K +26 +51%
Commonwealth Equity Services
1161
Commonwealth Equity Services
Massachusetts
$12.7K -$2.72M -16,309 -18%
GG
1162
Gleason Group
Kentucky
$12.3K
AIM
1163
Arcadia Investment Management
Michigan
$12.3K
GIA
1164
GHP Investment Advisors
Colorado
$12K +$2.67K +16 +29%
TCWA
1165
Ten Capital Wealth Advisors
Washington
$12K +$12K +72 New
TFA
1166
Toth Financial Advisory
Virginia
$11.8K +$2.67K +16 +29%
CHA
1167
Carmichael Hill & Associates
Maryland
$11.7K
KFI
1168
Key Financial Inc
Pennsylvania
$11.3K
M
1169
MOTCO
Texas
$11.3K
TJHA
1170
Thomas J. Herzfeld Advisors
Florida
$11.3K
RDFA
1171
Ritter Daniher Financial Advisory
Ohio
$10.8K
PK
1172
Pflug Koory
Nebraska
$10.2K
TLA
1173
Tanglewood Legacy Advisors
Texas
$10.2K
WWP
1174
WR Wealth Planners
Missouri
$9.66K +$9.66K +58 New
TCM
1175
TD Capital Management
Tennessee
$9.19K