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MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RL
1251
Ruffer LLP
United Kingdom
-$482K -2,900 Closed
WANY
1252
Wealthspire Advisors (New York)
New York
-$418K -2,529 Closed
UPC
1253
Utah Peaks Capital
Utah
-$362K -2,185 Closed
GLA
1254
Good Life Advisors
Pennsylvania
-$347K -2,097 Closed
CC
1255
Cipher Capital
New York
-$345K -2,084 Closed
LGWM
1256
Litman Gregory Wealth Management
California
-$298K -1,800 Closed
EP
1257
Edgestream Partners
New Jersey
-$297K -1,794 Closed
GCP
1258
GSA Capital Partners
United Kingdom
-$277K -1,674 Closed
MC
1259
Machina Capital
France
-$265K -1,600 Closed
RMC
1260
Resources Management Corp
Connecticut
-$262K -1,573 -98%
RIM
1261
Rockbridge Investment Management
New York
-$257K -1,551 Closed
IFG
1262
Independent Financial Group
California
-$254K -1,537 Closed
GFP
1263
Gryphon Financial Partners
Ohio
-$250K -1,509 Closed
SPA
1264
Sherbrooke Park Advisers
New York
-$248K -1,500 Closed
RA
1265
RFG Advisory
Alabama
-$244K -1,419 Closed
CCA
1266
Childress Capital Advisors
Texas
-$233K -1,409 Closed
SPP
1267
Single Point Partners
Massachusetts
-$220K -1,327 Closed
DBT
1268
Dubuque Bank & Trust
Iowa
-$208K -1,256 Closed
IAIM
1269
International Assets Investment Management
Florida
-$206K -1,245 Closed
CIA
1270
Choate Investment Advisors
Massachusetts
-$201K -1,213 Closed
APA
1271
Astoria Portfolio Advisors
New York
-$208K -1,202 Closed
DFCM
1272
Dark Forest Capital Management
Puerto Rico
-$183K -1,106 Closed
RBC
1273
Romano Brothers & Co
Illinois
-$151K -915 Closed
ACP
1274
Arcus Capital Partners
Georgia
-$130K -786 Closed
HNWAG
1275
High Net Worth Advisory Group
Florida
-$118K -714 Closed