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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
DF
1226
Dunhill Financial
United Kingdom
$53.2K +$54.3K +281 New
JWA
1227
JFS Wealth Advisors
Pennsylvania
$51.2K +$23.8K +123 +84%
Jones Financial Companies
1228
Jones Financial Companies
Missouri
$49.5K -$3.09K -16 -6%
HGA
1229
Hobbs Group Advisors
South Carolina
$48.4K +$49.3K +255 New
FFC
1230
First Financial Corp
Indiana
$46.8K
OA
1231
Operose Advisors
Wisconsin
$45.5K -$30K -155 -39%
SPWM
1232
Spartan Planning & Wealth Management
North Carolina
$44.5K -$212K -1,097 -82%
TCOV
1233
Trust Company of Vermont
Vermont
$44.1K -$193 -1 -0.4%
NRG
1234
Nemes Rush Group
Michigan
$43.8K
PSB
1235
Piscataqua Savings Bank
New Hampshire
$43.4K
FUBT
1236
First United Bank & Trust
Maryland
$43.2K +$44.1K +228 New
AAP
1237
Arax Advisory Partners
Colorado
$40.8K
AP
1238
Arlington Partners
Alabama
$40.5K -$2.13K -11 -5%
GKIM
1239
GW&K Investment Management
Massachusetts
$40K +$1.55K +8 +4%
HWA
1240
HHM Wealth Advisors
Tennessee
$39.8K +$40.6K +210 New
SC
1241
SouthState Corp
Florida
$39.6K -$1.35K -7 -3%
KC
1242
Kepos Capital
New York
$39K +$39.4K +204 New
DAC
1243
Dividend Assets Capital
South Carolina
$38K -$9.66K -50 -20%
TCM
1244
Tradewinds Capital Management
Washington
$37.9K
BIA
1245
Bell Investment Advisors
California
$37.3K -$580 -3 -2%
FFA
1246
Frazier Financial Advisors
Ohio
$36.4K +$37.1K +192 New
CAL
1247
Capital Advisors Ltd
Ohio
$36K
IFAM
1248
Institutional & Family Asset Management
Colorado
$36K
CPG
1249
Cornerstone Planning Group
New Jersey
$33.2K +$4.06K +21 +14%
C
1250
Covestor
United Kingdom
$33K +$580 +3 +2%