We are live on ! Find out more
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
CCA
1426
Childress Capital Advisors
Texas
-$250K -1,313 Closed
RP
1427
Riverwater Partners
Wisconsin
-$250K -1,312 Closed
EFG
1428
Ethos Financial Group
Pennsylvania
-$248K -1,304 Closed
EW
1429
Evoke Wealth
California
-$229K -1,205 Closed
TIA
1430
Trust Investment Advisors
Indiana
-$221K -1,160 Closed
M
1431
Mirova
France
-$203K -1,069 Closed
MIA
1432
Milestone Investment Advisors
Wisconsin
-$169K -889 Closed
Parallax Volatility Advisers
1433
Parallax Volatility Advisers
California
-$142K -737 Closed
Legacy Financial Group (Iowa)
1434
Legacy Financial Group (Iowa)
Iowa
-$134K -706 Closed
CCP
1435
Carmel Capital Partners
California
-$64.9K -341 Closed
NC
1436
NewSquare Capital
Pennsylvania
-$43K -226 Closed
EARNEST Partners
1437
EARNEST Partners
Georgia
-$41.9K -220 Closed
FWA
1438
FSC Wealth Advisors
New York
-$38.8K -204 Closed
RW
1439
RVW Wealth
California
-$32.2K -169 Closed
HL
1440
HeadInvest LLC
Maine
-$28.3K -150 Closed
SCA
1441
Stonebridge Capital Advisors
Minnesota
-$26.3K -138 Closed
GIA
1442
GHP Investment Advisors
Colorado
-$15.7K -82 Closed
WWP
1443
WR Wealth Planners
Missouri
-$14.7K -77 Closed
TJHA
1444
Thomas J. Herzfeld Advisors
Florida
-$12.9K -68 Closed
BFP
1445
Briaud Financial Planning
Texas
-$8K -44 Closed
SR
1446
Syntax Research
Florida
-$6.28K -33 Closed
DF
1447
DecisionPoint Financial
Arizona
-$5.14K -27 Closed
JFA
1448
JNBA Financial Advisors
Minnesota
-$5.14K -27 Closed
RAM
1449
Riggs Asset Management
Pennsylvania
-$4.38K -23 Closed
IPW
1450
Impact Partnership Wealth
Georgia
-$3.23K -17 Closed