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MRSH

Marsh

1,289 hedge funds and large institutions have $82.4B invested in Marsh in 2023 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 460 increasing their positions, 494 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 66

9% more funds holding in top 10

Funds holding in top 10: 3235 (+3)

3% more funds holding

Funds holding: 1,2551,289 (+34)

4% more call options, than puts

Call options by funds: $113M | Put options by funds: $108M

1% more capital invested

Capital invested by funds: $81.9B → $82.4B (+$512M)

0.66% less ownership

Funds ownership: 87.85%87.19% (-0.66%)

7% less repeat investments, than reductions

Existing positions increased: 460 | Existing positions reduced: 494

Holders
1,289
Holders Change
+34
Holders Change %
+2.71%
% of All Funds
20.46%
Holding in Top 10
35
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.38%
% of All Funds
0.56%
New
115
Increased
460
Reduced
494
Closed
66
Calls
$113M
Puts
$108M
Net Calls
+$4.8M
Net Calls Change
-$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1151
McClarren Financial Advisors
Pennsylvania
$62K
BCMLT
1152
Beacon Capital Management LLC (Tennessee)
Tennessee
$61.3K
AGWCA
1153
Annis Gardner Whiting Capital Advisors
Florida
$61.1K +$61.5K +321 New
TIM
1154
Tortoise Investment Management
New York
$60.3K +$1.15K +6 +2%
GM
1155
GeoWealth Management
Illinois
$59K +$59.4K +310 New
HWM
1156
HighMark Wealth Management
Minnesota
$58.5K
SSB
1157
Sandy Spring Bank
Maryland
$57.1K -$4.22K -22 -7%
LCM
1158
Logan Capital Management
Pennsylvania
$56.7K
WB
1159
Webster Bank
Connecticut
$56.5K
FMP
1160
Financial Management Professionals
Texas
$56K
TCA
1161
Trifecta Capital Advisors
Illinois
$55K +$28.7K +150 +108%
CSC
1162
Caldwell Sutter Capital
California
$53.9K -$24K -125 -31%
JFGIW
1163
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$52.9K
Jones Financial Companies
1164
Jones Financial Companies
Missouri
$52.7K +$17.8K +93 +51%
LFG
1165
Larson Financial Group
Missouri
$48.9K +$14.2K +74 +40%
DAC
1166
Dividend Assets Capital
South Carolina
$48K -$10.3K -54 -18%
QC
1167
Quent Capital
New York
$47K +$12.1K +63 +34%
FFC
1168
First Financial Corp
Indiana
$47K
TCOV
1169
Trust Company of Vermont
Vermont
$44.5K -$35.6K -186 -44%
NRG
1170
Nemes Rush Group
Michigan
$44K
PSB
1171
Piscataqua Savings Bank
New Hampshire
$43.6K
NC
1172
NewSquare Capital
Pennsylvania
$43K +$7.09K +37 +20%
AP
1173
Arlington Partners
Alabama
$42.8K
AT
1174
Arlington Trust
Alabama
$42.8K +$43.1K +225 New
EARNEST Partners
1175
EARNEST Partners
Georgia
$41.9K