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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
MWM
1176
Mascoma Wealth Management
New Hampshire
$9.01K
SC
1177
Schubert & Co
Texas
$8.49K +$333 +2 +4%
GWSG
1178
GPS Wealth Strategies Group
Colorado
$7.5K +$7.5K +45 New
RTL
1179
Red Tortoise LLC
Georgia
$7.16K
BWM
1180
Baystate Wealth Management
Massachusetts
$7.13K +$4.33K +26 +163%
AWM
1181
Activest Wealth Management
Florida
$6.66K +$6.66K +40 New
AP
1182
Atwood & Palmer
Missouri
$6.5K
HS
1183
Horan Securities
United States
$6.16K -$3.33K -20 -35%
OIS
1184
Okabena Investment Services
Minnesota
$6K +$3.67K +22 +157%
SIC
1185
Salem Investment Counselors
North Carolina
$6K +$6K +36 New
CCMI
1186
Creative Capital Management Investments
California
$5.83K
CIA
1187
Cape Investment Advisory
Georgia
$5.83K +$5.83K +35 New
CTA
1188
Colonial Trust Advisors
South Carolina
$5.66K +$1K +6 +21%
DIP
1189
DT Investment Partners
Pennsylvania
$5.26K
LWANC
1190
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
HWM
1191
Horizons Wealth Management
North Carolina
$4.66K
JFA
1192
JNBA Financial Advisors
Minnesota
$4.5K -$12.2K -73 -73%
DF
1193
DecisionPoint Financial
Arizona
$4.5K
TFM
1194
TFC Financial Management
Massachusetts
$4.5K +$1.17K +7 +35%
QL
1195
Quarry LP
New York
$4.16K +$4.17K +25 New
CBT
1196
Central Bank & Trust
Kentucky
$4.16K +$4.17K +25 New
GGI
1197
Godsey & Gibb Inc
Virginia
$4K
DI
1198
Disciplined Investments
Oklahoma
$4K
RWPA
1199
Richard W. Paul & Associates
Michigan
$4K
UFF
1200
USA Financial Formulas
Michigan
$3.83K +$3.83K +23 New