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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
FNT
1151
First Nebraska Trust
Nebraska
$254K -$32.3K -157 -12%
TC
1152
TradeLink Capital
Illinois
$253K +$247K +1,200 New
GFL
1153
Granite FO LLC
New Hampshire
$253K
PFA
1154
Pathway Financial Advisors
Vermont
$253K
PL
1155
Perpetual Ltd
Australia
$253K
GKWIM
1156
Gerber Kawasaki Wealth & Investment Management
California
$252K
APW
1157
Austin Private Wealth
Texas
$252K +$6.37K +31 +3%
NCM
1158
Northside Capital Management
Oregon
$250K -$10.3K -50 -4%
CMBA
1159
C.M. Bidwell & Associates
Hawaii
$249K
CT
1160
Colonial Trust
South Carolina
$248K +$33.3K +162 +16%
MIA
1161
MainStreet Investment Advisors
Illinois
$247K +$241K +1,171 New
RPC
1162
Rossmore Private Capital
Connecticut
$246K -$3.08K -15 -1%
SAI
1163
Savvy Advisors Inc
New York
$245K +$238K +1,161 New
HCM
1164
Hollencrest Capital Management
California
$244K
GWANC
1165
Guardian Wealth Advisors (North Carolina)
North Carolina
$244K -$4.72K -23 -2%
PFBT
1166
Parkside Financial Bank & Trust
Missouri
$244K +$4.72K +23 +2%
MW
1167
Members Wealth
Pennsylvania
$243K +$234K +1,138 New
TCM
1168
Tuttle Capital Management
Connecticut
$242K +$240K +1,168 New
FH
1169
FWG Holdings
Florida
$242K +$24.9K +121 +12%
WB
1170
WesBanco Bank
West Virginia
$241K -$26.1K -127 -10%
SCP
1171
Sivia Capital Partners
California
$239K
SW
1172
Schulz Wealth
Texas
$239K
IWA
1173
IBEX Wealth Advisors
New Jersey
$237K +$232K +1,127 New
BMO
1174
Beck Mack & Oliver
New York
$236K
RTC
1175
Riverview Trust Company
Washington
$234K