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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
NCM
1401
Northwest Capital Management
Oregon
$12.2K
CT
1402
Clearstead Trust
Maine
$11.6K
EWM
1403
Evermay Wealth Management
Virginia
$11.6K
PCMC
1404
Planning Capital Management Corporation
Pennsylvania
$11.6K
TFA
1405
Toth Financial Advisory
Virginia
$11.6K
HGERS
1406
Householder Group Estate & Retirement Specialist
Arizona
$11K +$9.86K +48 +600%
FIM
1407
FWL Investment Management
Texas
$11K
MWM
1408
Mascoma Wealth Management
New Hampshire
$10.5K
LIA
1409
Lynx Investment Advisory
District of Columbia
$10.5K +$10.3K +50 New
CWM
1410
Cedar Wealth Management
California
$10.3K -$4.52K -22 -31%
RWM
1411
Ruedi Wealth Management
Illinois
$10.1K +$9.86K +48 New
HWM
1412
Horizons Wealth Management
North Carolina
$9.54K
RDFA
1413
Ritter Daniher Financial Advisory
Ohio
$9.48K -$1.03K -5 -10%
SIC
1414
Salem Investment Counselors
North Carolina
$9.48K
RTL
1415
Red Tortoise LLC
Georgia
$9.06K
AW
1416
Avion Wealth
Texas
$9K +$1.03K +5 +13%
GFPC
1417
Global Financial Private Client
Florida
$8.43K
BL
1418
BFSG LLC
California
$8.22K
MIA
1419
MeadowBrook Investment Advisors
Michigan
$7.59K
CCMI
1420
Creative Capital Management Investments
California
$7.38K
TFM
1421
TFC Financial Management
Massachusetts
$7.17K -$411 -2 -6%
TFGT
1422
TS Financial Group (TSFG)
Illinois
$7K +$6.98K +34 New
RWA
1423
Redmont Wealth Advisors
Illinois
$6.95K
GWSG
1424
GPS Wealth Strategies Group
Colorado
$6.74K +$6.57K +32 New
DPW
1425
DiNuzzo Private Wealth
Pennsylvania
$6.53K +$1.03K +5 +19%