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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
RS
1426
Rakuten Securities
Japan
$6.32K -$2.26K -11 -27%
LWANC
1427
Laurel Wealth Advisors (North Carolina)
North Carolina
$6.32K
SIC
1428
SJS Investment Consulting
Ohio
$6.32K +$205 +1 +3%
VWA
1429
Valued Wealth Advisors
Utah
$6.32K +$616 +3 +11%
WIM
1430
Westside Investment Management
California
$6.32K +$6.16K +30 New
DIP
1431
DT Investment Partners
Pennsylvania
$6.11K
TC
1432
Tacita Capital
Ontario, Canada
$6.11K
ME
1433
McIlrath & Eck
Washington
$6.11K +$5.96K +29 New
UWS
1434
Unique Wealth Strategies
Illinois
$5.56K +$5.55K +27 New
AAP
1435
Arax Advisory Partners
Colorado
$5.55K +$822 +4 +18%
PWA
1436
Provenance Wealth Advisors
Florida
$5.06K
RWPA
1437
Richard W. Paul & Associates
Michigan
$5.06K
HBW
1438
Hazlett, Burt & Watson
West Virginia
$5K
FW
1439
Fairway Wealth
Ohio
$4.85K +$4.72K +23 New
MSG
1440
Main Street Group
Virginia
$4.84K
WWM
1441
Wolff Wiese Magana
California
$4.21K
CFD
1442
Creative Financial Designs
Indiana
$4.21K
PP
1443
Pingora Partners
Wyoming
$4.21K
BCPWM
1444
Bradley & Co Private Wealth Management
Florida
$4K
NSIM
1445
North Star Investment Management
Illinois
$3.79K
LIM
1446
Longfellow Investment Management
Massachusetts
$3.58K
OLVIG
1447
Oliver Lagore Vanvalin Investment Group
Michigan
$3.58K
AIC
1448
Archer Investment Corporation
Indiana
$3.37K +$3.29K +16 New
FNWA
1449
Financial Network Wealth Advisors
Utah
$3.37K +$3.29K +16 New
HF
1450
Halpern Financial
Virginia
$3.37K +$3.29K +16 New