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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
WWM
1201
Wolff Wiese Magana
California
$3.33K +$1.67K +10 +100%
GFWA
1202
Grey Fox Wealth Advisors
Delaware
$3.33K +$3.33K +20 New
SIC
1203
SJS Investment Consulting
Ohio
$3.17K -$666 -4 -17%
BCPWM
1204
Bradley & Co Private Wealth Management
Florida
$3.16K
NSIM
1205
North Star Investment Management
Illinois
$3K
LIM
1206
Longfellow Investment Management
Massachusetts
$2.83K
MBFW
1207
Morton Brown Family Wealth
Pennsylvania
$2.5K +$2.5K +15 New
AIP
1208
Ahrens Investment Partners
Louisiana
$2.33K +$2.33K +14 New
TAM
1209
Tucker Asset Management
Colorado
$2.33K +$2.33K +14 New
AW
1210
Avion Wealth
Texas
$2K +$2.17K +13 New
ECM
1211
Everence Capital Management
Indiana
$1.9K +$3.33K +20 +0.2%
OIA
1212
Optimum Investment Advisors
Illinois
$1.5K
RA
1213
Rise Advisors
New York
$1.5K +$1.5K +9 New
HWA
1214
HHM Wealth Advisors
Tennessee
$1.17K
FGAM
1215
Financial Gravity Asset Management
Texas
$1.08K +$333 +2 +1%
VNA
1216
Valley National Advisers
Pennsylvania
$1K
CA
1217
Centerpoint Advisors
Massachusetts
$1K +$1K +6 New
HGERS
1218
Householder Group Estate & Retirement Specialist
Arizona
$1K +$1.33K +8 New
HWP
1219
Highline Wealth Partners
California
$999
FSWA
1220
Financial Synergies Wealth Advisors
Texas
$833
BSB
1221
Bangor Savings Bank
Maine
$666 -$66.6K -400 -99%
2L
1222
25 LLC
Missouri
$541 +$500 +3 New
TWP
1223
TFO Wealth Partners
Ohio
$167 -$44K -264 -100%
BA
1224
Bellwether Advisors
Nebraska
$166 -$666 -4 -80%
Tudor Investment Corp
1225
Tudor Investment Corp
Connecticut
-$17.7M -106,116 Closed