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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
CIR
1251
Clear Investment Research
Georgia
$33K +$33.6K +174 New
CH
1252
Canton Hathaway
Rhode Island
$31K
RFA
1253
Resurgent Financial Advisors
Georgia
$30.7K +$1.16K +6 +4%
W
1254
WealthCollab
Washington
$29.9K +$30.5K +158 New
ACA
1255
Atlas Capital Advisors
Wyoming
$29.9K
S
1256
Sachetta
Massachusetts
$29.2K +$29.8K +154 New
CAL
1257
Capital Analysts LLC
Pennsylvania
$29K -$3.48K -18 -11%
OIAM
1258
OFI Invest Asset Management
France
$28.8K +$1.93K +10 +6%
CI
1259
Cordant Inc
Oregon
$28.4K +$29K +150 New
RFG
1260
RFP Financial Group
Georgia
$28K +$10K +52 +54%
EWP
1261
Elevation Wealth Partners
California
$28K
PWMG
1262
Private Wealth Management Group
New Jersey
$26.3K +$26.9K +139 New
AWM
1263
Avior Wealth Management
Nebraska
$26.3K
AT
1264
Avalon Trust
New Mexico
$26.1K
CTA
1265
Colonial Trust Advisors
South Carolina
$26K +$3.48K +18 +15%
PCFFS
1266
Pacific Center for Financial Services
California
$25.8K
SC
1267
Solstein Capital
California
$25.6K
SS
1268
Sunbelt Securities
Texas
$25K
VNA
1269
Valley National Advisers
Pennsylvania
$25K +$19.9K +103 +343%
RFG
1270
REAP Financial Group
Texas
$24.9K +$25.3K +131 New
AS
1271
Altshuler Shaham
Israel
$24.6K -$1.93K -10 -7%
CTWM
1272
Cherry Tree Wealth Management
Minnesota
$24.4K
Citadel Advisors
1273
Citadel Advisors
Florida
$23.5K -$22.6M -116,805 -100%
NL
1274
NVWM LLC
Pennsylvania
$22.5K +$386 +2 +2%
ADL
1275
Asset Dedication LLC
California
$22K