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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
CCMI
1251
Creative Capital Management Investments
California
$6.66K
TFM
1252
TFC Financial Management
Massachusetts
$6.47K
SR
1253
Syntax Research
Florida
$6.28K +$6.33K +33 New
AW
1254
Avion Wealth
Texas
$6K +$1.53K +8 +29%
VNA
1255
Valley National Advisers
Pennsylvania
$6K +$3.26K +17 +131%
DIP
1256
DT Investment Partners
Pennsylvania
$5.52K
SIC
1257
SJS Investment Consulting
Ohio
$5.52K +$1.15K +6 +26%
DF
1258
DecisionPoint Financial
Arizona
$5.14K
JFA
1259
JNBA Financial Advisors
Minnesota
$5.14K +$5.17K +27 New
PWA
1260
Provenance Wealth Advisors
Florida
$4.76K +$4.79K +25 New
RWPA
1261
Richard W. Paul & Associates
Michigan
$4.57K
IHWM
1262
Iron Horse Wealth Management
Iowa
$4.57K +$4.6K +24 New
RAM
1263
Riggs Asset Management
Pennsylvania
$4.38K
UFF
1264
USA Financial Formulas
Michigan
$4.38K
TFGT
1265
TS Financial Group (TSFG)
Illinois
$4K
HBW
1266
Hazlett, Burt & Watson
West Virginia
$4K +$1.53K +8 +62%
WWM
1267
Wolff Wiese Magana
California
$3.81K
FWM
1268
Focused Wealth Management
New York
$3.63K -$3.64K -19 -50%
BCPWM
1269
Bradley & Co Private Wealth Management
Florida
$3.62K
NSIM
1270
North Star Investment Management
Illinois
$3.42K
SIS
1271
Sound Income Strategies
Florida
$3.42K
IPW
1272
Impact Partnership Wealth
Georgia
$3.23K -$16.7K -87 -84%
LIM
1273
Longfellow Investment Management
Massachusetts
$3.23K
OLVIG
1274
Oliver Lagore Vanvalin Investment Group
Michigan
$3.23K +$3.26K +17 New
ECM
1275
Everence Capital Management
Indiana
$2.69K