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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
CCM
1151
Chilton Capital Management
Texas
$157K +$5.8K +30 +4%
KFS
1152
Kelly Financial Services
Massachusetts
$156K +$1.35K +7 +0.9%
Group One Trading
1153
Group One Trading
Illinois
$154K +$157K +812 New
DJSG
1154
D.J. St. Germain
Massachusetts
$152K +$19.7K +102 +15%
BCM
1155
Bourgeon Capital Management
Connecticut
$145K
IBOK
1156
Independence Bank of Kentucky
Kentucky
$132K +$60.9K +315 +83%
WTG
1157
West Tower Group
Virginia
$130K +$33.6K +174 +34%
WTA
1158
Washington Trust Advisors
Massachusetts
$129K
HB
1159
Horizon Bancorp
Indiana
$123K +$5.02K +26 +4%
RIL
1160
Rothschild Investment LLC
Illinois
$122K +$125K +645 New
MHR
1161
Matthew Hamilton Rosenberg
$122K
BGAI
1162
Bruce G. Allen Investments
Colorado
$121K +$124K +640 New
BWL
1163
Bogart Wealth LLC
Virginia
$119K
TWM
1164
Tradition Wealth Management
Minnesota
$117K +$386 +2 +0.3%
NS
1165
NBC Securities
Alabama
$114K -$6.38K -33 -5%
AA
1166
Addison Advisors
Vermont
$113K +$29K +150 +34%
PMEF
1167
Point72 Middle East FZE
United Arab Emirates
$110K +$113K +583 New
JSAM
1168
J. Safra Asset Management
New York
$110K -$30.9K -160 -22%
TSWM
1169
Tyler-Stone Wealth Management
Ohio
$108K
AAG
1170
Armstrong Advisory Group
Massachusetts
$106K
NECFA
1171
New England Capital Financial Advisors
Connecticut
$103K
IRC
1172
Investors Research Corp
Georgia
$99.1K
FHA
1173
First Horizon Advisors
Tennessee
$97.6K +$12K +62 +14%
SL
1174
Salomon & Ludwin
Virginia
$97.4K
RCM
1175
Raleigh Capital Management
North Carolina
$95.4K +$8.31K +43 +9%