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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
JF
1401
JSF Financial
California
-$710K -3,733 Closed
AG
1402
AIA Group
Hong Kong
-$681K -3,576 Closed
HF
1403
HRT Financial
New York
-$662K -3,481 Closed
MS
1404
Maven Securities
Jersey
-$553K -2,860 Closed
BPC
1405
Banque Pictet & Cie
Switzerland
-$499K -2,621 Closed
ALAM
1406
Asahi Life Asset Management
Japan
-$480K -2,520 Closed
NWMG
1407
National Wealth Management Group
Ohio
-$461K -2,422 Closed
SPC
1408
Sigma Planning Corp
Michigan
-$439K -2,308 Closed
BIP
1409
Blueprint Investment Partners
North Carolina
-$425K -2,233 Closed
PSP
1410
Principal Street Partners
Tennessee
-$402K -2,110 Closed
CCIA
1411
Campbell & Co Investment Adviser
Maryland
-$395K -2,076 Closed
DTL
1412
Dynamic Technology Lab
Singapore
-$332K -1,747 Closed
LCM
1413
Landscape Capital Management
New Jersey
-$319K -1,675 Closed
BONST
1414
Bank of Nova Scotia Trust
Ontario, Canada
-$313K -1,646 Closed
BOSSRA
1415
B.O.S.S. Retirement Advisors
Utah
-$304K -1,597 Closed
LSA
1416
Lion Street Advisors
Texas
-$302K -1,588 Closed
AFP
1417
Alpha Financial Partners
Kentucky
-$301K -1,582 Closed
GA
1418
Gateway Advisory
New Jersey
-$299K -1,572 Closed
AR
1419
Advisory Research
Illinois
-$299K -1,571 Closed
XT
1420
XTX Topco
Cayman Islands
-$293K -1,539 Closed
BFM
1421
Boothbay Fund Management
New York
-$286K -1,503 Closed
ONB
1422
Old National Bancorp
Indiana
-$271K -1,426 Closed
VC
1423
Vicus Capital
Pennsylvania
-$256K -1,346 Closed
AAM
1424
Alphadyne Asset Management
New York
-$256K -1,345 Closed
RIM
1425
Redwood Investment Management
Arizona
-$251K -1,321 Closed