We are live on ! Find out more
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
NL
1351
NVWM LLC
Pennsylvania
$28.4K +$2.88K +14 +12%
VNA
1352
Valley National Advisers
Pennsylvania
$28K +$3.49K +17 +15%
SS
1353
Sunbelt Securities
Texas
$27.8K
MAM
1354
Meeder Asset Management
Ohio
$27.4K +$1.23K +6 +5%
CTWM
1355
Cherry Tree Wealth Management
Minnesota
$27.2K
PSB
1356
Piscataqua Savings Bank
New Hampshire
$27.2K
ITIM
1357
Indiana Trust & Investment Management
Indiana
$25.9K +$616 +3 +3%
PWMG
1358
Private Wealth Management Group
New Jersey
$24.2K -$4.93K -24 -17%
ADL
1359
Asset Dedication LLC
California
$24.2K
RFG
1360
REAP Financial Group
Texas
$23.3K
RFG
1361
RFP Financial Group
Georgia
$22.3K -$6.57K -32 -23%
SC
1362
Steph & Co
Wisconsin
$22.1K +$1.64K +8 +8%
AWM
1363
Abound Wealth Management
Tennessee
$22.1K -$411 -2 -2%
KFI
1364
Key Financial Inc
Pennsylvania
$21.7K
ETS
1365
ESL Trust Services
New York
$21.7K +$21.2K +103 New
PCWA
1366
Pacific Capital Wealth Advisors
California
$21.3K +$16.8K +82 +432%
CTA
1367
Colonial Trust Advisors
South Carolina
$21.1K -$19.5K -95 -49%
AS
1368
Altshuler Shaham
Israel
$21.1K -$3.9K -19 -16%
CFM
1369
Catalyst Funds Management
Australia
$21.1K +$20.5K +100 New
FFA
1370
First Foundation Advisors
California
$20.9K
W
1371
WealthCollab
Washington
$20K
IGWM
1372
ICA Group Wealth Management
Colorado
$20K -$231K -1,126 -92%
WWP
1373
WR Wealth Planners
Missouri
$19.8K +$1.23K +6 +7%
SGC
1374
Slocum, Gordon & Co
Rhode Island
$19K
MFT
1375
Moisand Fitzgerald Tamayo
Florida
$18.8K