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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
APA
1201
Astoria Portfolio Advisors
New York
$214K -$10.3K -50 -5%
GBT
1202
Grove Bank & Trust
Florida
$213K -$4.52K -22 -2%
HB
1203
Horizon Bancorp
Indiana
$213K +$43.5K +212 +27%
DCM
1204
Dudley Capital Management
Virginia
$213K
FCM
1205
Fourpath Capital Management
Oklahoma
$212K +$5.96K +29 +3%
HWP
1206
Hibernia Wealth Partners
Louisiana
$212K +$207K +1,007 New
AFT
1207
Alpha Family Trust
California
$212K
MAG
1208
Members Advisory Group
New York
$211K +$616 +3 +0.3%
PWP
1209
PrairieView Wealth Partners
Illinois
$211K
GSEP
1210
Golden State Equity Partners
California
$211K +$206K +1,001 New
FWP
1211
FAS Wealth Partners
Kansas
$211K +$411 +2 +0.2%
BA
1212
Bluesphere Advisors
Pennsylvania
$211K
KCM
1213
Kornitzer Capital Management
Kansas
$211K
RPSA
1214
Richard P. Slaughter Associates
Texas
$211K
C
1215
CEDRUS
Colorado
$210K +$205K +997 New
RWRC
1216
R.W. Roge & Company
New York
$210K
BHBT
1217
Burke & Herbert Bank & Trust
Virginia
$209K +$204K +993 New
MAM
1218
McLean Asset Management
Virginia
$209K +$200K +972 New
AA
1219
Advisory Alpha
Michigan
$209K +$203K +990 New
AG
1220
AlTi Global
New York
$207K -$331K -1,613 -62%
CSS
1221
Cubist Systematic Strategies
Connecticut
$206K -$12.6M -61,129 -98%
AP
1222
Appleton Partners
Massachusetts
$205K -$70.9K -345 -26%
BONST
1223
Bank of Nova Scotia Trust
Ontario, Canada
$205K -$11.7K -57 -6%
SB
1224
Sunflower Bank
Texas
$205K -$9.86K -48 -5%
RP
1225
Riverwater Partners
Wisconsin
$205K -$7.39K -36 -4%