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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
RCA
1176
Resonant Capital Advisors
Wisconsin
$234K +$228K +1,109 New
WMA
1177
Wealth Management Associates
New Jersey
$232K
AWE
1178
Avidian Wealth Enterprises
Texas
$231K +$225K +1,096 New
CGA
1179
Crescent Grove Advisors
Illinois
$230K -$34.7K -169 -13%
JWCA
1180
J.W. Cole Advisors
Florida
$229K -$12.7K -62 -5%
SIA
1181
Soltis Investment Advisors
Utah
$229K +$18.7K +91 +9%
ASG
1182
Ariston Services Group
California
$228K -$205 -1 -0.1%
FDCP
1183
Foster Dykema Cabot & Partners
Massachusetts
$225K
WPP
1184
Whalerock Point Partners
Rhode Island
$224K
MC
1185
Middleton & Co
Massachusetts
$223K -$10.3K -50 -5%
PSP
1186
Principal Street Partners
Tennessee
$222K -$83.8K -408 -28%
VCM
1187
Virtue Capital Management
Tennessee
$221K -$10.7K -52 -5%
FIC
1188
Family Investment Center
Missouri
$221K
COCM
1189
Charter Oak Capital Management
New Hampshire
$220K -$1.03K -5 -0.5%
KC
1190
Kingfisher Capital
North Carolina
$220K +$9.65K +47 +5%
HCM
1191
HMS Capital Management
Tennessee
$220K
GWMR
1192
GC Wealth Management RIA
Massachusetts
$219K -$54.8K -267 -20%
BWP
1193
BSW Wealth Partners
Colorado
$218K +$7.6K +37 +4%
VCA
1194
Verdence Capital Advisors
Maryland
$217K +$4.52K +22 +2%
RPWA
1195
Regent Peak Wealth Advisors
Georgia
$216K +$9.45K +46 +5%
OWP
1196
Obermeyer Wealth Partners
Colorado
$216K
WF
1197
Wayfinding Financial
Washington
$215K -$5.96K -29 -3%
MIC
1198
Means Investment Company
Maine
$215K +$205 +1 +0.1%
BCG
1199
BayBridge Capital Group
California
$215K +$616 +3 +0.3%
CCA
1200
Childress Capital Advisors
Texas
$214K +$208K +1,014 New