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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
IP
1301
Interval Partners
New York
-$3.29M -17,154 Closed
V
1302
Veritable
Delaware
-$3.11M -16,532 Closed
SFS
1303
Sowell Financial Services
Arkansas
-$2.27M -12,070 Closed
CANY
1304
Caxton Associates (New York)
New York
-$1.72M -9,156 Closed
Simplex Trading
1305
Simplex Trading
Illinois
-$1.63M -8,529 Closed
Holocene Advisors
1306
Holocene Advisors
New York
-$1.28M -6,811 Closed
PRC
1307
Pearl River Capital
Michigan
-$1.13M -6,015 Closed
AM
1308
AGF Management
Ontario, Canada
-$1.1M -5,847 Closed
AG
1309
Algert Global
California
-$1.08M -5,748 Closed
IW
1310
Imprint Wealth
South Carolina
-$677K -3,600 Closed
SIC
1311
Sterling Investment Counsel
New York
-$634K -3,373 Closed
NICM
1312
Neo Ivy Capital Management
New York
-$478K -2,544 Closed
SC
1313
SRB Corp
Massachusetts
-$470K -2,500 Closed
HT
1314
Headlands Technologies
Illinois
-$427K -2,268 Closed
CWM
1315
Congress Wealth Management
Massachusetts
-$399K -2,119 Closed
MHP
1316
Manatuck Hill Partners
Connecticut
-$376K -2,000 Closed
SPA
1317
Sherbrooke Park Advisers
New York
-$376K -2,000 Closed
TA
1318
TFB Advisors
Kansas
-$363K -1,928 Closed
SIA
1319
SkyView Investment Advisors
New Jersey
-$334K -1,778 Closed
OCBCO
1320
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$322K -1,711 Closed
IAIM
1321
Industrial Alliance Investment Management
Quebec, Canada
-$320K -1,700 Closed
WC
1322
Waterloo Capital
Texas
-$287K -1,527 Closed
CHP
1323
Cable Hill Partners
Oregon
-$257K -1,364 Closed
LFA
1324
LGT Financial Advisors
Texas
-$257K -1,364 Closed
USCWA
1325
U.S. Capital Wealth Advisors
Texas
-$244K -1,298 Closed