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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
KA
1201
Kozak & Associates
Colorado
$70.4K +$193 +1 +0.3%
HDIM
1202
Hanson & Doremus Investment Management
Vermont
$69K
SCM
1203
Silvant Capital Management
Georgia
$67.8K
SA
1204
Scarborough Advisors
Maryland
$65.2K +$66.5K +344 New
GWM
1205
Geneos Wealth Management
Colorado
$65K +$2.51K +13 +4%
HWA
1206
Heritage Wealth Advisors
Virginia
$64.6K -$2.44M -12,611 -97%
AT
1207
Arlington Trust
Alabama
$64K +$21.8K +113 +50%
SSB
1208
Sandy Spring Bank
Maryland
$63.3K +$6.57K +34 +11%
BCMLT
1209
Beacon Capital Management LLC (Tennessee)
Tennessee
$62K
MFA
1210
McClarren Financial Advisors
Pennsylvania
$62K
RIM
1211
Rockbridge Investment Management
New York
$60.6K +$61.8K +320 New
AGWCA
1212
Annis Gardner Whiting Capital Advisors
Florida
$60.4K -$386 -2 -0.6%
TIM
1213
Tortoise Investment Management
New York
$58.9K -$1.16K -6 -2%
HWM
1214
HighMark Wealth Management
Minnesota
$58.3K
JWM
1215
Janiczek Wealth Management
Colorado
$56.8K -$18.4K -95 -24%
LCM
1216
Logan Capital Management
Pennsylvania
$56.5K
A
1217
AJOVista
Massachusetts
$56.5K +$57.6K +298 New
WB
1218
Webster Bank
Connecticut
$56.3K
FMP
1219
Financial Management Professionals
Texas
$56K
CSC
1220
Caldwell Sutter Capital
California
$55.9K +$2.32K +12 +4%
PCTC
1221
Perkins Coie Trust Company
Washington
$55.9K -$6.18K -32 -10%
QL
1222
Quarry LP
New York
$55.3K -$54.9K -284 -49%
JFGIW
1223
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$54.9K +$2.32K +12 +4%
TCA
1224
Trifecta Capital Advisors
Illinois
$54.8K
QC
1225
Quent Capital
New York
$54K +$7.34K +38 +15%