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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
WTA
1251
Washington Trust Advisors
Massachusetts
$135K -$8.22K -40 -6%
MHR
1252
Matthew Hamilton Rosenberg
$135K
TF
1253
Tompkins Financial
New York
$130K
HFM
1254
Harvest Fund Management
China
$128K
PPA
1255
Painted Porch Advisors
California
$127K +$124K +604 New
BWL
1256
Bogart Wealth LLC
Virginia
$122K -$1.85K -9 -2%
FHA
1257
First Horizon Advisors
Tennessee
$120K +$14.6K +71 +14%
AAG
1258
Armstrong Advisory Group
Massachusetts
$118K
NS
1259
NBC Securities
Alabama
$116K -$14.4K -70 -11%
USB
1260
Union Savings Bank
Connecticut
$106K
SL
1261
Salomon & Ludwin
Virginia
$103K -$4.93K -24 -5%
VCM
1262
Versant Capital Management
Arizona
$101K +$19.7K +96 +25%
EBA
1263
Eagle Bay Advisors
New York
$98.2K +$1.64K +8 +2%
TSWM
1264
Tyler-Stone Wealth Management
Ohio
$97.8K -$18.5K -90 -16%
HIA
1265
Harbor Investment Advisory
Maryland
$96.3K -$2.67K -13 -3%
NECFA
1266
New England Capital Financial Advisors
Connecticut
$96.1K -$11.7K -57 -11%
JGIA
1267
Jackson Grant Investment Advisers
Connecticut
$95.7K +$205 +1 +0.2%
CPBTD
1268
Central Pacific Bank - Trust Division
Hawaii
$94.8K
ICM
1269
Islay Capital Management
Texas
$94.8K
PAI
1270
Pittenger & Anderson Inc
Nebraska
$94.6K +$4.11K +20 +5%
KA
1271
Kozak & Associates
Colorado
$88.7K
MSWM
1272
Mowery & Schoenfeld Wealth Management
Illinois
$87K
MCM
1273
MV Capital Management
Maryland
$87K +$3.08K +15 +4%
DFA
1274
DHJJ Financial Advisors
Illinois
$86.4K
BCMLT
1275
Beacon Capital Management LLC (Tennessee)
Tennessee
$83.9K