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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
USB
1176
Union Savings Bank
Connecticut
$94.9K
CCC
1177
Chelsea Counsel Company
California
$94.7K -$82.1K -425 -46%
NFA
1178
Northwest Financial Advisors
Virginia
$93.4K +$95.3K +493 New
TCWA
1179
Turtle Creek Wealth Advisors
Texas
$86.8K +$88.5K +458 New
EC
1180
EntryPoint Capital
New York
$86K +$87.7K +454 New
JGIA
1181
Jackson Grant Investment Advisers
Connecticut
$85.5K +$193 +1 +0.2%
ICM
1182
Islay Capital Management
Texas
$85.3K
VIA
1183
Virtus Investment Advisers
Connecticut
$84.7K
DWA
1184
Dougherty Wealth Advisers
Minnesota
$83.9K
EBA
1185
Eagle Bay Advisors
New York
$83.6K -$1.74K -9 -2%
SOW
1186
State of Wyoming
Wyoming
$83.4K +$85K +440 New
PAI
1187
Pittenger & Anderson Inc
Nebraska
$81.3K -$38.6K -200 -32%
HIA
1188
Harbor Investment Advisory
Maryland
$80.9K
GEA
1189
Glen Eagle Advisors
New Jersey
$80.5K
RL
1190
Rogco LP
Oklahoma
$79.4K
DFA
1191
DHJJ Financial Advisors
Illinois
$77.7K
DWM
1192
Dogwood Wealth Management
Kansas
$76.4K +$77.9K +403 New
AA
1193
Ancora Advisors
Ohio
$74.8K
VCM
1194
Versant Capital Management
Arizona
$74.3K +$966 +5 +1%
MCM
1195
MV Capital Management
Maryland
$74.1K +$2.13K +11 +3%
Loomis, Sayles & Company
1196
Loomis, Sayles & Company
Massachusetts
$73K +$4.06K +21 +6%
WIA
1197
Wetzel Investment Advisors
Indiana
$73K +$74K +383 New
TFIPS
1198
Towarzystwo Funduszy Inwestycyjnych PZU SA
$72K +$73.4K +380 New
SCA
1199
Stuart Chaussee & Associates
California
$70.9K +$53.5K +277 +286%
DCP
1200
DSM Capital Partners
Florida
$70.5K +$71.9K +372 New