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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
USCWA
1276
U.S. Capital Wealth Advisors
Texas
-$52K -314 Closed
AWM
1277
Atticus Wealth Management
Florida
-$26.6K -161 Closed
ANBT
1278
American National Bank & Trust
Texas
-$25K -150 Closed
MCC
1279
Money Concepts Capital
Florida
-$24.2K -146 Closed
CAL
1280
Capital Advisors Ltd
Ohio
-$22K -135 Closed
SC
1281
Seldon Capital
California
-$14.6K -88 Closed
MLM
1282
Mount Lucas Management
Pennsylvania
-$13.2K -80 Closed
R
1283
Rebalance
California
-$12.6K -76 Closed
EE
1284
EWG Elevate
California
-$11.6K -70 Closed
IWP
1285
IAG Wealth Partners
Wisconsin
-$10.8K -65 Closed
WHG
1286
Westwood Holdings Group
Texas
-$11K -65 Closed
CFD
1287
Creative Financial Designs
Indiana
-$10.1K -61 Closed
PO
1288
Private Ocean
California
-$10.1K -61 Closed
TC
1289
Trust Company
Kansas
-$10K -58 Closed
SC
1290
Sierra Capital
Florida
-$9K -52 Closed
ACM
1291
AUA Capital Management
Pennsylvania
-$7.61K -46 Closed
JMF
1292
Johnson Midwest Financial
Iowa
-$5K -32 Closed
MUMSS
1293
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$5K -30 Closed
MPCL
1294
My Personal CFO LLC
Washington
-$4.47K -27 Closed
TC
1295
Truvestments Capital
Florida
-$3.81K -23 Closed
SWM
1296
Sugarloaf Wealth Management
Georgia
-$2.48K -15 Closed
DWP
1297
Destiny Wealth Partners
Florida
-$1.32K -8 Closed