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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
AWM
1201
Avior Wealth Management
Nebraska
$26.4K
AT
1202
Avalon Trust
New Mexico
$26.3K
SCA
1203
Stonebridge Capital Advisors
Minnesota
$26.3K -$8.24K -43 -24%
PCFFS
1204
Pacific Center for Financial Services
California
$25.9K
SC
1205
Solstein Capital
California
$25.7K
SS
1206
Sunbelt Securities
Texas
$25.1K
CTWM
1207
Cherry Tree Wealth Management
Minnesota
$24.5K +$7.67K +40 +45%
CTA
1208
Colonial Trust Advisors
South Carolina
$22.6K -$1.34K -7 -6%
NL
1209
NVWM LLC
Pennsylvania
$22.3K -$767 -4 -3%
ADL
1210
Asset Dedication LLC
California
$22K +$5.17K +27 +31%
CQS
1211
Credential Qtrade Securities
$21.5K
AWM
1212
Abound Wealth Management
Tennessee
$20K -$2.88K -15 -13%
KFI
1213
Key Financial Inc
Pennsylvania
$19.6K
PCM
1214
Perritt Capital Management
Illinois
$19.2K
LWA
1215
Lowe Wealth Advisors
Maryland
$19K +$19.2K +100 New
SFG
1216
Steward Financial Group
Texas
$19K +$4.79K +25 +32%
FPF
1217
First Pacific Financial
Washington
$18.8K +$15.1K +79 +395%
SCA
1218
Stuart Chaussee & Associates
California
$18.5K
DWMG
1219
DB Wealth Management Group
California
$18.3K
RFG
1220
RFP Financial Group
Georgia
$18.3K
SGC
1221
Slocum, Gordon & Co
Rhode Island
$17.1K
MFT
1222
Moisand Fitzgerald Tamayo
Florida
$16.9K
CYG
1223
Clean Yield Group
Vermont
$16.4K
OC
1224
Oakworth Capital
Alabama
$16.2K
GIA
1225
GHP Investment Advisors
Colorado
$15.7K +$1.92K +10 +14%