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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
CAL
1326
Capital Advisors Ltd
Ohio
$42K -$205 -1 -0.5%
BIA
1327
Bell Investment Advisors
California
$41.5K
RL
1328
Rogco LP
Oklahoma
$41.3K
IHWM
1329
Iron Horse Wealth Management
Iowa
$41.1K +$35.1K +171 +713%
GKIM
1330
GW&K Investment Management
Massachusetts
$41K +$4.52K +22 +13%
RI
1331
Ridgewood Investments
New Jersey
$40.7K +$39.6K +193 New
IFS
1332
Intelligent Financial Strategies
Minnesota
$39.8K -$5.55K -27 -13%
A
1333
AlphaQuest
New York
$37.5K -$1.49M -7,271 -98%
IFAM
1334
Institutional & Family Asset Management
Colorado
$37.3K -$2.46K -12 -6%
C
1335
Covestor
United Kingdom
$36K +$205 +1 +0.6%
FCA
1336
FinTrust Capital Advisors
South Carolina
$35.4K +$17.1K +83 +98%
KC
1337
Kepos Capital
New York
$35K -$2.05K -10 -6%
CH
1338
Canton Hathaway
Rhode Island
$35K
CPG
1339
Cornerstone Planning Group
New Jersey
$34.4K +$2.46K +12 +8%
CAL
1340
Capital Analysts LLC
Pennsylvania
$34K -$14.8K -72 -31%
CA
1341
Crewe Advisors
Utah
$33.7K +$16.4K +80 +100%
ACA
1342
Atlas Capital Advisors
Wyoming
$33.3K
TCM
1343
Tradewinds Capital Management
Washington
$33.1K +$1.44K +7 +5%
QL
1344
Quarry LP
New York
$32.5K -$13.1K -64 -29%
SOW
1345
State of Wyoming
Wyoming
$31.6K -$1.64K -8 -5%
EWP
1346
Elevation Wealth Partners
California
$31K
CIR
1347
Clear Investment Research
Georgia
$29.5K
AT
1348
Avalon Trust
New Mexico
$29.1K
PCFFS
1349
Pacific Center for Financial Services
California
$28.7K
SC
1350
Solstein Capital
California
$28.4K