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MRSH

Marsh

1,149 hedge funds and large institutions have $74.9B invested in Marsh in 2022 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 444 increasing their positions, 391 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 444 | Existing positions reduced: 391

3% more call options, than puts

Call options by funds: $93.8M | Put options by funds: $91.5M

0.54% less ownership

Funds ownership: 88.46%87.92% (-0.54%)

3% less capital invested

Capital invested by funds: $77.1B → $74.9B (-$2.18B)

7% less first-time investments, than exits

New positions opened: 97 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,1681,149 (-19)

5% less funds holding in top 10

Funds holding in top 10: 2120 (-1)

Holders
1,149
Holders Change
-19
Holders Change %
-1.63%
% of All Funds
18.12%
Holding in Top 10
20
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.76%
% of All Funds
0.32%
New
97
Increased
444
Reduced
391
Closed
104
Calls
$93.8M
Puts
$91.5M
Net Calls
+$2.35M
Net Calls Change
-$72.2M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
276
Mutual of America Capital Management
New York
$11.5M +$113K +714 +1%
LCS
277
Levin Capital Strategies
New York
$11.4M
OPCM
278
Osborne Partners Capital Management
California
$11.4M +$277K +1,759 +3%
SWM
279
Segment Wealth Management
Texas
$11.4M +$660K +4,186 +7%
Osaic Holdings
280
Osaic Holdings
Arizona
$11.3M +$648K +4,109 +7%
CIBC Private Wealth Group
281
CIBC Private Wealth Group
Georgia
$11.2M +$49K +311 +0.5%
TPSF
282
Texas Permanent School Fund
Texas
$11.2M -$654K -4,150 -6%
TAF
283
Tredje AP-fonden
Sweden
$10.6M
SMDAM
284
Sumitomo Mitsui DS Asset Management
Japan
$10.5M +$69K +438 +0.7%
CVSCT
285
C.V. Starr & Co Trust
New York
$10.2M
FAB
286
First American Bank
Illinois
$10.1M -$334K -2,116 -3%
BCI
287
Brinker Capital Investments
Pennsylvania
$10.1M +$20.7K +131 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
288
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$10.1M -$302K -1,916 -3%
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$10M -$66.5K -422 -0.7%
Millennium Management
290
Millennium Management
New York
$9.9M -$27.2M -172,577 -75%
Brown Advisory
291
Brown Advisory
Maryland
$9.82M -$1.48M -9,390 -14%
NEI
292
Northwest & Ethical Investments
Ontario, Canada
$9.72M +$874K +5,543 +11%
CWM
293
Calamos Wealth Management
Illinois
$9.55M +$569K +3,607 +7%
JMPWA
294
JP Morgan Private Wealth Advisors
California
$9.54M +$1.57M +9,944 +22%
PSUF
295
People's United Financial
Connecticut
$9.51M -$15.1K -96 -0.2%
WTB
296
Washington Trust Bank
Washington
$9.4M +$672K +4,262 +8%
AI
297
Atria Investments
North Carolina
$9.35M +$585K +3,712 +7%
PAM
298
Panagora Asset Management
Massachusetts
$8.94M -$32.8M -208,131 -80%
OAM
299
Oppenheimer Asset Management
New York
$8.89M +$522K +3,310 +7%
MAM
300
Meeder Asset Management
Ohio
$8.36M +$7.73M +49,065 New