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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
AA
1276
Ancora Advisors
Ohio
$83.2K
TIM
1277
Tortoise Investment Management
New York
$81.1K +$15K +73 +23%
TCOV
1278
Trust Company of Vermont
Vermont
$80.5K
JWM
1279
Janiczek Wealth Management
Colorado
$80.3K +$11.9K +58 +18%
TFIPS
1280
Towarzystwo Funduszy Inwestycyjnych PZU SA
$80.1K
SCA
1281
Stuart Chaussee & Associates
California
$78.8K
QC
1282
Quent Capital
New York
$75.9K +$5.96K +29 +9%
SSB
1283
Sandy Spring Bank
Maryland
$75.9K -$27.5K -134 -27%
SCM
1284
Silvant Capital Management
Georgia
$75.4K
DWA
1285
Dougherty Wealth Advisers
Minnesota
$74.8K
BIC
1286
Beach Investment Counsel
Pennsylvania
$74K +$71.9K +350 New
TCA
1287
Trifecta Capital Advisors
Illinois
$73.8K +$12.5K +61 +21%
HWA
1288
Heritage Wealth Advisors
Virginia
$71.8K
TFA
1289
Transamerica Financial Advisors
Florida
$70K
GWM
1290
Geneos Wealth Management
Colorado
$69.3K -$1.23K -6 -2%
WB
1291
Webster Bank
Connecticut
$69.1K
MFA
1292
McClarren Financial Advisors
Pennsylvania
$69K -$24.2K -118 -36%
AT
1293
Arlington Trust
Alabama
$68.9K
HDIM
1294
Hanson & Doremus Investment Management
Vermont
$68K -$23.2K -113 -26%
HWM
1295
HighMark Wealth Management
Minnesota
$64.8K
CCC
1296
Chelsea Counsel Company
California
$63.2K
GPI
1297
General Partner Inc
Pennsylvania
$62.8K
LCM
1298
Logan Capital Management
Pennsylvania
$62.8K
JFGIW
1299
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$62.8K +$1.64K +8 +3%
AA
1300
Addison Advisors
Vermont
$61.1K -$63.1K -307 -51%