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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
VAG
1351
VisionPoint Advisory Group
Texas
$2.08K -$5.22K -27 -71%
SWM
1352
Sanctuary Wealth Management
Idaho
$2.08K
LAM
1353
Lummis Asset Management
Texas
$1.52K +$1.55K +8 New
RFA
1354
Register Financial Advisors
Georgia
$1.34K
TVAMP
1355
Tennessee Valley Asset Management Partners
Tennessee
$1.15K +$1.16K +6 New
HWP
1356
Highline Wealth Partners
California
$1.14K -$10K -52 -90%
CIA
1357
Cape Investment Advisory
Georgia
$1.14K +$1.16K +6 New
HGERS
1358
Householder Group Estate & Retirement Specialist
Arizona
$1K
DAM
1359
Delta Asset Management
Tennessee
$947 +$966 +5 New
CAM
1360
ClariVest Asset Management
California
$944
GWMIA
1361
Global Wealth Management Investment Advisory
Florida
$903
FSWA
1362
Financial Synergies Wealth Advisors
Texas
$828
ODG
1363
O'Dell Group
Ohio
$761 +$773 +4 New
M
1364
MOTCO
Texas
$758 -$71.1K -368 -99%
DWA
1365
Delos Wealth Advisors
Texas
$758 -$27.6K -143 -97%
BSB
1366
Bangor Savings Bank
Maine
$758
PI
1367
PEAK6 Investments
Illinois
$521 +$580 +3 New
TWP
1368
TFO Wealth Partners
Ohio
$379
CP
1369
Castleview Partners
Texas
$189 +$193 +1 New
FP
1370
Financial Perspectives
Minnesota
$189 +$193 +1 New
FGAM
1371
Financial Gravity Asset Management
Texas
$40
ESCM
1372
Echo Street Capital Management
New York
-$241M -1,265,958 Closed
JCM
1373
Junto Capital Management
New York
-$79.8M -419,252 Closed
TC
1374
TwinBeech Capital
New York
-$53.1M -279,123 Closed
RCP
1375
RIT Capital Partners
United Kingdom
-$38.7M -203,100 Closed