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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
SC
1176
SouthState Corp
Florida
$41.1K +$1.34K +7 +3%
AAP
1177
Arax Advisory Partners
Colorado
$40.9K
CTB
1178
Country Trust Bank
Illinois
$40.9K
GKIM
1179
GW&K Investment Management
Massachusetts
$39K +$3.45K +18 +10%
FWA
1180
FSC Wealth Advisors
New York
$38.8K +$39.1K +204 New
BIA
1181
Bell Investment Advisors
California
$38.1K -$6.33K -33 -14%
TCM
1182
Tradewinds Capital Management
Washington
$38.1K
SWA
1183
Sutton Wealth Advisors
Florida
$37.1K +$3.26K +17 +10%
IFAM
1184
Institutional & Family Asset Management
Colorado
$36.2K -$2.3K -12 -6%
CAL
1185
Capital Advisors Ltd
Ohio
$36K
C
1186
Covestor
United Kingdom
$33K -$192 -1 -0.6%
LWANC
1187
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.8K +$27.4K +143 +477%
RW
1188
RVW Wealth
California
$32.2K +$32.4K +169 New
CAL
1189
Capital Analysts LLC
Pennsylvania
$32K +$7.47K +39 +30%
CH
1190
Canton Hathaway
Rhode Island
$31K
ACA
1191
Atlas Capital Advisors
Wyoming
$30.1K
RFA
1192
Resurgent Financial Advisors
Georgia
$29.7K -$34.7K -181 -54%
CPG
1193
Cornerstone Planning Group
New Jersey
$29.3K -$6.13K -32 -17%
DWA
1194
Delos Wealth Advisors
Texas
$28.7K
OIAM
1195
OFI Invest Asset Management
France
$28.4K +$30.3K +158 New
HL
1196
HeadInvest LLC
Maine
$28.3K +$28.7K +150 New
FCA
1197
FinTrust Capital Advisors
South Carolina
$28.2K +$958 +5 +3%
EWP
1198
Elevation Wealth Partners
California
$28K
JWA
1199
JFS Wealth Advisors
Pennsylvania
$28K
AS
1200
Altshuler Shaham
Israel
$26.6K +$26.8K +140 New