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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
MFS
1501
Mirabella Financial Services
United Kingdom
-$404K -1,959 Closed
I
1502
InceptionR
California
-$394K -1,911 Closed
CM
1503
Capula Management
Cayman Islands
-$392K -1,904 Closed
HI
1504
Humankind Investments
New York
-$376K -1,825 Closed
SCM
1505
Stevens Capital Management
Pennsylvania
-$357K -1,734 Closed
IDBONY
1506
Israel Discount Bank of New York
New York
-$336K -1,633 Closed
FFP
1507
FourThought Financial Partners
Florida
-$314K -1,526 Closed
JWWM
1508
Johnson & White Wealth Management
Pennsylvania
-$313K -1,519 Closed
CBFP
1509
Cedar Brook Financial Partners
Ohio
-$301K -1,463 Closed
WWS
1510
Wellington Wealth Strategies
Indiana
-$291K -1,414 Closed
GWM
1511
Gitterman Wealth Management
New Jersey
-$287K -1,393 Closed
EW
1512
Evoke Wealth
California
-$276K -1,338 Closed
A
1513
Allianz
Germany
-$268K -1,300 Closed
MFIM
1514
Mesirow Financial Investment Management
Illinois
-$250K -1,213 Closed
NJBEST
1515
New Jersey Better Educational Savings Trust
New Jersey
-$247K -1,200 Closed
SP
1516
Systematic Portfolios
New York
-$245K -1,191 Closed
BIP
1517
Blueprint Investment Partners
North Carolina
-$237K -1,152 Closed
MWM
1518
Meridian Wealth Management
Kentucky
-$230K -1,116 Closed
AIA
1519
Angeles Investment Advisors
California
-$227K -1,100 Closed
GC
1520
Garde Capital
Washington
-$222K -1,080 Closed
ST
1521
Sabal Trust
Florida
-$210K -1,021 Closed
MSWM
1522
McGlone Suttner Wealth Management
Wisconsin
-$207K -1,005 Closed
ABC
1523
Associated Banc-Corp
Wisconsin
-$203K -986 Closed
WA
1524
Wealthstream Advisors
New York
-$202K -979 Closed
NCTC
1525
New Covenant Trust Company
Indiana
-$187K -906 Closed