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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
AIM
1376
Anchor Investment Management
South Carolina
$18.5K
NFSG
1377
Newbridge Financial Services Group
Florida
$18.4K
TWD
1378
True Wealth Design
Ohio
$17.9K
CYG
1379
Clean Yield Group
Vermont
$17.9K
OC
1380
Oakworth Capital
Alabama
$17.9K
CJ
1381
Caitlin John
Michigan
$17.7K -$1.15M -5,603 -99%
AP
1382
Atwood & Palmer
Missouri
$17.1K -$5.75K -28 -26%
FPFS
1383
First Personal Financial Services
North Carolina
$16.9K
SC
1384
Stephens Consulting
Michigan
$16.9K +$16.4K +80 New
VWM
1385
Valley Wealth Managers
New Jersey
$16.9K +$16.4K +80 New
FPF
1386
First Pacific Financial
Washington
$16.6K
SP
1387
SWS Partners
Ohio
$16.6K +$16.2K +79 New
LI
1388
LRI Investments
Florida
$16.4K
CAS
1389
Coppell Advisory Solutions
Texas
$16.2K +$15.8K +77 New
GG
1390
Gleason Group
Kentucky
$15.9K
SIS
1391
Sound Income Strategies
Florida
$15.8K +$1.85K +9 +14%
AIM
1392
Arcadia Investment Management
Michigan
$15.6K
SVCP
1393
Silicon Valley Capital Partners
California
$15K
CHA
1394
Carmichael Hill & Associates
Maryland
$14.8K
AP
1395
Aspect Partners
Virginia
$14.8K +$1.03K +5 +8%
CAM
1396
Creekmur Asset Management
Illinois
$14.8K +$1.85K +9 +15%
CBT
1397
Central Bank & Trust
Kentucky
$13.7K
FMB
1398
Field & Main Bank
Kentucky
$13.7K +$13.4K +65 New
TLA
1399
Tanglewood Legacy Advisors
Texas
$12.9K
PCM
1400
Perritt Capital Management
Illinois
$12.8K -$8.22K -40 -40%