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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
AWM
1276
Abound Wealth Management
Tennessee
$20.1K +$193 +1 +1%
KFI
1277
Key Financial Inc
Pennsylvania
$19.5K
PCM
1278
Perritt Capital Management
Illinois
$19.1K
FCAS
1279
First Command Advisory Services
Texas
$18.9K +$19.3K +100 New
FFA
1280
First Foundation Advisors
California
$18.8K -$193K -998 -91%
FCA
1281
FinTrust Capital Advisors
South Carolina
$18.4K -$9.86K -51 -34%
DWMG
1282
DB Wealth Management Group
California
$18.2K
SGC
1283
Slocum, Gordon & Co
Rhode Island
$17.1K
MFT
1284
Moisand Fitzgerald Tamayo
Florida
$16.9K
TWD
1285
True Wealth Design
Ohio
$16.1K -$136K -703 -89%
CYG
1286
Clean Yield Group
Vermont
$16.1K
OC
1287
Oakworth Capital
Alabama
$16.1K
PE
1288
Point72 Europe
United Kingdom
$15.9K +$16.2K +84 New
FPFS
1289
First Personal Financial Services
North Carolina
$15.2K
FPF
1290
First Pacific Financial
Washington
$15K -$3.87K -20 -20%
FFO
1291
Fortitude Family Office
Arizona
$14.4K +$14.7K +76 New
GG
1292
Gleason Group
Kentucky
$14.2K
AIM
1293
Arcadia Investment Management
Michigan
$14K
SVCP
1294
Silicon Valley Capital Partners
California
$13.4K +$193 +1 +1%
CHA
1295
Carmichael Hill & Associates
Maryland
$13.3K
SIS
1296
Sound Income Strategies
Florida
$12.4K +$9.28K +48 +267%
CBT
1297
Central Bank & Trust
Kentucky
$12.3K
AP
1298
Aspect Partners
Virginia
$12.1K +$12.4K +64 New
PK
1299
Pflug Koory
Nebraska
$11.6K
TLA
1300
Tanglewood Legacy Advisors
Texas
$11.6K