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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
DWA
1451
Delos Wealth Advisors
Texas
$2.95K
FG
1452
Fairman Group
Pennsylvania
$2.74K
RAM
1453
Riggs Asset Management
Pennsylvania
$2.53K +$1.44K +7 +140%
SWM
1454
Sanctuary Wealth Management
Idaho
$2.32K
VAG
1455
VisionPoint Advisory Group
Texas
$2.32K
HWP
1456
Highline Wealth Partners
California
$2.11K +$822 +4 +67%
ECM
1457
Everence Capital Management
Indiana
$1.97K
LAM
1458
Lummis Asset Management
Texas
$1.69K
CTB
1459
Country Trust Bank
Illinois
$1.26K +$1.23K +6 New
CAM
1460
ClariVest Asset Management
California
$1.05K
DAM
1461
Delta Asset Management
Tennessee
$1.05K
GIA
1462
GHP Investment Advisors
Colorado
$1.05K +$1.03K +5 New
SFCL
1463
Strengthening Families & Communities LLC
Massachusetts
$1K +$1.23K +6 New
RWMG
1464
Redwood Wealth Management Group
New Jersey
$843 +$822 +4 New
WA
1465
WestEnd Advisors
North Carolina
$632 +$205 +1 +50%
PI
1466
PEAK6 Investments
Illinois
$565 +$616 +3 New
TCM
1467
TruNorth Capital Management
Michigan
$421 +$411 +2 New
SFC
1468
Strategic Financial Concepts
Texas
$302 +$13.8M +67,171 New
CP
1469
Castleview Partners
Texas
$211
YDMI
1470
Y.D. More Investments
Israel
$146 +$53.6K +261 New
Diamond Hill Capital Management
1471
Diamond Hill Capital Management
Ohio
-$171M -832,258 Closed
AIG
1472
American International Group
New York
-$32.8M -159,264 Closed
WI
1473
Wafra Inc
New York
-$23.8M -115,722 Closed
TPSF
1474
Texas Permanent School Fund
Texas
-$20.9M -101,701 Closed
MAMU
1475
Marathon Asset Management (UK)
United Kingdom
-$19.5M -94,768 Closed