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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
LWA
1301
Lowe Wealth Advisors
Maryland
$11.4K -$7.73K -40 -40%
EWM
1302
Evermay Wealth Management
Virginia
$11.2K +$773 +4 +7%
LIWM
1303
Long Island Wealth Management
New York
$11K +$11K +57 New
MSWM
1304
Mowery & Schoenfeld Wealth Management
Illinois
$11K +$11.2K +58 New
NCM
1305
Northwest Capital Management
Oregon
$11K +$1.93K +10 +21%
CAS
1306
Coppell Advisory Solutions
Texas
$10.6K +$10.8K +56 New
CT
1307
Clearstead Trust
Maine
$10.4K
TFA
1308
Toth Financial Advisory
Virginia
$10.4K
FIM
1309
FWL Investment Management
Texas
$9.85K +$10K +52 New
RS
1310
Rakuten Securities
Japan
$9.85K +$10K +52 New
MWM
1311
Mascoma Wealth Management
New Hampshire
$9.47K -$2.13K -11 -18%
RDFA
1312
Ritter Daniher Financial Advisory
Ohio
$9.47K
RFS
1313
Richardson Financial Services
Massachusetts
$9.47K +$9.66K +50 New
PWA
1314
Provenance Wealth Advisors
Florida
$8.9K +$4.25K +22 +88%
ANBT
1315
American National Bank & Trust
Texas
$8.72K
PCMC
1316
Planning Capital Management Corporation
Pennsylvania
$8.72K +$8.89K +46 New
HWM
1317
Horizons Wealth Management
North Carolina
$8.34K
RTL
1318
Red Tortoise LLC
Georgia
$8.15K
FWM
1319
FSA Wealth Management
Massachusetts
$8K +$8.12K +42 New
AP
1320
Atwood & Palmer
Missouri
$7.39K
MIA
1321
MeadowBrook Investment Advisors
Michigan
$6.82K +$6.96K +36 New
CCMI
1322
Creative Capital Management Investments
California
$6.63K
TFM
1323
TFC Financial Management
Massachusetts
$6.44K
AW
1324
Avion Wealth
Texas
$6K -$386 -2 -6%
AA
1325
AlphaMark Advisors
Kentucky
$6K +$5.8K +30 New