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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
FPFS
1226
First Personal Financial Services
North Carolina
$15.2K
WWP
1227
WR Wealth Planners
Missouri
$14.7K +$3.83K +20 +35%
GG
1228
Gleason Group
Kentucky
$14.2K +$192 +1 +1%
AIM
1229
Arcadia Investment Management
Michigan
$14.1K
SVCP
1230
Silicon Valley Capital Partners
California
$13.4K
CHA
1231
Carmichael Hill & Associates
Maryland
$13.3K
TJHA
1232
Thomas J. Herzfeld Advisors
Florida
$12.9K
CBT
1233
Central Bank & Trust
Kentucky
$12.4K
IG
1234
ING Group
Netherlands
$12K -$1.01M -5,258 -99%
PK
1235
Pflug Koory
Nebraska
$11.6K
TLA
1236
Tanglewood Legacy Advisors
Texas
$11.6K
MWM
1237
Mascoma Wealth Management
New Hampshire
$11.6K +$2.11K +11 +22%
HWP
1238
Highline Wealth Partners
California
$11K +$9.97K +52 +867%
TFA
1239
Toth Financial Advisory
Virginia
$10.5K
CT
1240
Clearstead Trust
Maine
$10.5K +$10.5K +55 New
EWM
1241
Evermay Wealth Management
Virginia
$10.5K +$10.5K +55 New
RDFA
1242
Ritter Daniher Financial Advisory
Ohio
$9.52K -$2.88K -15 -23%
NCM
1243
Northwest Capital Management
Oregon
$9.13K
ANBT
1244
American National Bank & Trust
Texas
$8.75K +$8.82K +46 New
HWM
1245
Horizons Wealth Management
North Carolina
$8.37K
RTL
1246
Red Tortoise LLC
Georgia
$8.18K
BFP
1247
Briaud Financial Planning
Texas
$8K +$8.43K +44 New
AP
1248
Atwood & Palmer
Missouri
$7.42K
VAG
1249
VisionPoint Advisory Group
Texas
$7.23K +$7.28K +38 New
SIC
1250
Salem Investment Counselors
North Carolina
$6.85K