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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
AWA
1276
Authentikos Wealth Advisory
California
$2.66K +$2.68K +14 New
HWP
1277
Hibernia Wealth Partners
Louisiana
$2.47K +$2.49K +13 New
SWM
1278
Sanctuary Wealth Management
Idaho
$2.09K
BWM
1279
Baystate Wealth Management
Massachusetts
$2.07K -$6.13K -32 -76%
SSG
1280
Summit Securities Group
New York
$2K -$121K -633 -98%
HGERS
1281
Householder Group Estate & Retirement Specialist
Arizona
$1.52K +$1.53K +8 New
RFA
1282
Register Financial Advisors
Georgia
$1.34K +$1.34K +7 New
CA
1283
Centerpoint Advisors
Massachusetts
$1K
PP
1284
PrairieView Partners
Minnesota
$1K
CAM
1285
ClariVest Asset Management
California
$1K +$958 +5 New
FSWA
1286
Financial Synergies Wealth Advisors
Texas
$952
GWMIA
1287
Global Wealth Management Investment Advisory
Florida
$907
BSB
1288
Bangor Savings Bank
Maine
$761
GA
1289
GoalVest Advisory
New York
$381 +$383 +2 New
TWP
1290
TFO Wealth Partners
Ohio
$376 +$192 +1 +100%
FGAM
1291
Financial Gravity Asset Management
Texas
$32 -$36K -188 Closed
Hudson Bay Capital Management
1292
Hudson Bay Capital Management
Connecticut
-$44.2M -235,000 Closed
Renaissance Technologies
1293
Renaissance Technologies
New York
-$24.6M -130,700 Closed
BC
1294
Brookfield Corp
Ontario, Canada
-$20.3M -108,181 Closed
OCM
1295
Oribel Capital Management
New York
-$12.2M -64,700 Closed
AAF
1296
Andra AP-fonden
Sweden
-$7.96M -42,300 Closed
VIA
1297
Vident Investment Advisory
Georgia
-$7.68M -40,847 Closed
NONA
1298
Ninety One North America
New York
-$3.73M -19,830 Closed
QC
1299
Quadrature Capital
United Kingdom
-$3.51M -18,667 Closed
PE
1300
Point72 Europe
United Kingdom
-$3.44M -18,300 Closed