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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
OWP
1326
Obermeyer Wealth Partners
Colorado
-$243K -1,290 Closed
VWA
1327
V Wealth Advisors
Kansas
-$241K -1,279 Closed
FCM
1328
Fourpath Capital Management
Oklahoma
-$220K -1,171 Closed
FFA
1329
Founders Financial Alliance
North Carolina
-$209K -1,111 Closed
AIA
1330
Angeles Investment Advisors
California
-$204K -1,082 Closed
AAM
1331
Aureus Asset Management
Massachusetts
-$201K -1,068 Closed
WP
1332
WealthPLAN Partners
Nebraska
-$185K -981 Closed
CFO
1333
CVA Family Office
Colorado
-$179K -954 Closed
PIAS
1334
PCA Investment Advisory Services
Ohio
-$142K -753 Closed
TAIM
1335
TD Ameritrade Investment Management
Nebraska
-$120K -639 Closed
MME
1336
Meag Munich Ergo
Germany
-$101K -538 Closed
FA
1337
Fiduciary Alliance
South Carolina
-$67.7K -360 Closed
CAS
1338
Coppell Advisory Solutions
Texas
-$56.2K -302 Closed
SOW
1339
State of Wyoming
Wyoming
-$38.2K -203 Closed
NFSG
1340
Newbridge Financial Services Group
Florida
-$37K -197 Closed
RI
1341
Ridgewood Investments
New Jersey
-$36.3K -193 Closed
TFP
1342
Tilia Fiduciary Partners
North Carolina
-$34.6K -184 Closed
GFPC
1343
Global Financial Private Client
Florida
-$32.4K -175 Closed
MRCM
1344
M&R Capital Management
New Jersey
-$21.4K -114 Closed
EDRH
1345
Edmond de Rothschild Holding
Switzerland
-$19.7K -105 Closed
BG
1346
Bollard Group
Massachusetts
-$12K -65 Closed
TCM
1347
TD Capital Management
Tennessee
-$10.4K -55 Closed
FCG
1348
Financial Connections Group
California
-$9K -51 Closed
AWM
1349
Activest Wealth Management
Florida
-$7.03K -40 Closed
HS
1350
Horan Securities
United States
-$6.96K -37 Closed