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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
DWM
1226
Dogwood Wealth Management
Kansas
$205K +$96.5K +470 +94%
DWM
1227
Destination Wealth Management
California
$205K -$17.7K -86 -8%
NCFG
1228
New Century Financial Group
New Jersey
$203K +$198K +963 New
WDC
1229
Woodward Diversified Capital
California
$203K +$198K +963 New
MA
1230
MONECO Advisors
Connecticut
$203K +$198K +962 New
SP
1231
Stablepoint Partners
Massachusetts
$202K -$62K -302 -25%
BA
1232
Bristlecone Advisors
Washington
$200K -$32.3K -157 -14%
PWP
1233
Principle Wealth Partners
Connecticut
$200K +$195K +950 New
LS
1234
Livforsakringsbolaget Skandia
Sweden
$199K -$41.1K -200 -17%
CFO
1235
CVA Family Office
Colorado
$198K +$7.39K +36 +4%
ANBT
1236
American National Bank & Trust
Texas
$187K +$6.78K +33 +4%
KFS
1237
Kelly Financial Services
Massachusetts
$187K +$12.5K +61 +7%
T
1238
TOBAM
France
$185K -$242K -1,178 -57%
BWP
1239
Baldwin Wealth Partners
Massachusetts
$184K
TWP
1240
Triad Wealth Partners
Kansas
$182K +$178K +865 New
IBOK
1241
Independence Bank of Kentucky
Kentucky
$177K +$21K +102 +14%
DJSG
1242
D.J. St. Germain
Massachusetts
$169K
CA
1243
Continuum Advisory
Idaho
$169K +$61.8K +301 +60%
CCM
1244
Chilton Capital Management
Texas
$169K -$12.5K -61 -7%
TFF
1245
The Family Firm
Maryland
$167K +$163K +794 New
AGWCA
1246
Annis Gardner Whiting Capital Advisors
Florida
$159K +$15.2K +74 +11%
BGAI
1247
Bruce G. Allen Investments
Colorado
$157K +$8.22K +40 +6%
GI
1248
Gradient Investments
Minnesota
$155K +$8.63K +42 +6%
OWA
1249
Opal Wealth Advisors
New York
$147K +$143K +698 New
RCM
1250
Raleigh Capital Management
North Carolina
$147K +$10.5K +51 +8%