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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
CSC
1301
Caldwell Sutter Capital
California
$60.9K -$8.42K -41 -12%
DF
1302
Dunhill Financial
United Kingdom
$60.7K +$411 +2 +0.7%
PCTC
1303
Perkins Coie Trust Company
Washington
$60.3K
GEA
1304
Glen Eagle Advisors
New Jersey
$59.8K +$6.37K +31 +12%
EAM
1305
Empirical Asset Management
Massachusetts
$59.5K +$3.16M +15,400 +664%
DCP
1306
DSM Capital Partners
Florida
$57.7K
RFS
1307
Richardson Financial Services
Massachusetts
$56.9K +$44.2K +215 +391%
VIA
1308
Virtus Investment Advisers
Connecticut
$56.1K -$28.3K -138 -34%
HGA
1309
Hobbs Group Advisors
South Carolina
$53.9K +$52.6K +256 New
FMP
1310
Financial Management Professionals
Texas
$53K -$2.26K -11 -4%
RA
1311
Rise Advisors
New York
$52.9K +$205 +1 +0.4%
OA
1312
Operose Advisors
Wisconsin
$50.6K
FFO
1313
Fortitude Family Office
Arizona
$50.6K +$25.1K +122 +103%
Loomis, Sayles & Company
1314
Loomis, Sayles & Company
Massachusetts
$50K +$1.03K +5 +2%
PAS
1315
Point72 Asia (Singapore)
Singapore
$48.8K -$451K -2,196 -90%
NRG
1316
Nemes Rush Group
Michigan
$48.7K
BC
1317
Belmont Capital
California
$47.4K
S
1318
Sachetta
Massachusetts
$46.8K +$11.5K +56 +36%
SC
1319
SouthState Corp
Florida
$46.6K -$3.08K -15 -6%
HNB
1320
Hilltop National Bank
Wyoming
$45.9K -$51.4K -250 -53%
WIA
1321
Wetzel Investment Advisors
Indiana
$45.3K -$32.7K -159 -42%
SHIM
1322
Stone House Investment Management
Pennsylvania
$45.1K -$2.88K -14 -6%
JWA
1323
JFS Wealth Advisors
Pennsylvania
$43.6K -$3.9K -19 -8%
FFA
1324
Frazier Financial Advisors
Ohio
$43.3K +$2.26K +11 +6%
FUBT
1325
First United Bank & Trust
Maryland
$43.2K