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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
Wealthfront Advisers
326
Wealthfront Advisers
California
$6.53M -$357K -2,267 -6%
William Blair & Company
327
William Blair & Company
Illinois
$6.39M +$110K +695 +2%
NC
328
Northcape Capital
Australia
$6.38M -$170K -1,078 -3%
AWM
329
Apollon Wealth Management
South Carolina
$6.33M -$3.45M -21,891 -37%
AIM
330
Achmea Investment Management
Netherlands
$6.33M +$5.86M +37,146 New
GAM
331
Gotham Asset Management
New York
$6.22M +$203K +1,288 +4%
BSI
332
Bennett Selby Investments
Maine
$6.18M
CIS
333
Capital International Sarl
California
$6.13M -$634K -4,019 -10%
OSAM
334
O'Shaughnessy Asset Management
Connecticut
$6.09M +$1.12M +7,136 +25%
CM
335
Churchill Management
California
$5.98M +$56.8K +360 +1%
CCFCSB
336
Cape Cod Five Cents Savings Bank
Massachusetts
$5.97M +$58.5K +371 +1%
IIM
337
Ipswich Investment Management
Massachusetts
$5.96M +$13.4K +85 +0.2%
AAM
338
Auxier Asset Management
Oregon
$5.95M -$1.42K -9 -0%
TVWM
339
Tower View Wealth Management
Wisconsin
$5.94M +$65.1K +413 +1%
ACA
340
Aptus Capital Advisors
Alabama
$5.89M +$802K +5,087 +17%
PP
341
Prudential plc
United Kingdom
$5.86M +$3.44M +21,834 +174%
PAG
342
Private Advisor Group
New Jersey
$5.8M +$284K +1,799 +6%
GP
343
Girard Partners
Pennsylvania
$5.68M -$3.24M -20,569 -38%
LSERS
344
Louisiana State Employees Retirement System
Louisiana
$5.56M +$47.3K +300 +0.9%
M&T Bank
345
M&T Bank
New York
$5.55M -$416K -2,642 -8%
KRS
346
Kentucky Retirement Systems
Kentucky
$5.48M +$214K +1,359 +4%
AT
347
American Trust
Kentucky
$5.45M +$2.06M +13,092 +69%
WorldQuant Millennium Advisors
348
WorldQuant Millennium Advisors
New York
$5.36M -$1.51M -9,599 -23%
RBA
349
Richard Bernstein Advisors
New York
$5.35M
CLOS
350
Compagnie Lombard Odier SCmA
Switzerland
$5.34M -$3.11M -19,703 -39%