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MRSH

Marsh

1,220 hedge funds and large institutions have $72.4B invested in Marsh in 2022 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 441 increasing their positions, 434 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 73

11% more capital invested

Capital invested by funds: $65.1B → $72.4B (+$7.28B)

5% more funds holding

Funds holding: 1,1581,220 (+62)

2% more repeat investments, than reductions

Existing positions increased: 441 | Existing positions reduced: 434

0.17% more ownership

Funds ownership: 87.99%88.17% (+0.17%)

0% more funds holding in top 10

Funds holding in top 10: 2727 (0)

7% less call options, than puts

Call options by funds: $66.3M | Put options by funds: $71.5M

Holders
1,220
Holders Change
+62
Holders Change %
+5.35%
% of All Funds
19.61%
Holding in Top 10
27
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.43%
New
159
Increased
441
Reduced
434
Closed
73
Calls
$66.3M
Puts
$71.5M
Net Calls
-$5.21M
Net Calls Change
-$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
351
William Blair & Company
Illinois
$5.9M -$360K -2,201 -6%
CCFCSB
352
Cape Cod Five Cents Savings Bank
Massachusetts
$5.83M -$122K -745 -2%
CIBC Private Wealth Group
353
CIBC Private Wealth Group
Georgia
$5.77M -$193K -1,181 -2%
AAM
354
Auxier Asset Management
Oregon
$5.74M -$7.36K -45 -0.1%
AIM
355
Aigen Investment Management
New York
$5.73M +$2.93M +17,890 +107%
CGH
356
Crossmark Global Holdings
Texas
$5.72M -$413K -2,526 -7%
CM
357
Churchill Management
California
$5.69M -$61.6K -377 -1%
MML Investors Services
358
MML Investors Services
Massachusetts
$5.67M +$1.17M +7,176 +26%
AT
359
American Trust
Kentucky
$5.64M -$80.8K -494 -1%
WA
360
Watchtower Advisors
Connecticut
$5.63M
IIM
361
Ipswich Investment Management
Massachusetts
$5.6M -$55.4K -339 -1%
VPIM
362
Vanguard Personalized Indexing Management
California
$5.56M +$213K +1,305 +4%
TVWM
363
Tower View Wealth Management
Wisconsin
$5.54M -$86.2K -527 -2%
N
364
Natixis
France
$5.51M -$30.5M -186,351 -85%
SCA
365
Stokes Capital Advisors
South Carolina
$5.5M +$147K +897 +3%
DA
366
Duality Advisers
Florida
$5.32M +$5.25M +32,132 New
LSERS
367
Louisiana State Employees Retirement System
Louisiana
$5.29M +$16.4K +100 +0.3%
BVDMP
368
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$5.27M -$1.31M -8,000 -19%
CLOS
369
Compagnie Lombard Odier SCmA
Switzerland
$5.26M +$592K +3,622 +13%
Lido Advisors
370
Lido Advisors
California
$5.24M +$3.45M +21,090 +200%
TAF
371
Tredje AP-fonden
Sweden
$5.21M +$1.77M +10,844 +53%
TPM
372
Triasima Portfolio Management
Quebec, Canada
$5.2M -$18K -110 -0.3%
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$5.16M -$43.3M -265,056 -89%
CWP
374
Cyndeo Wealth Partners
Florida
$5.05M +$4.99M +30,495 New
IMRF
375
Illinois Municipal Retirement Fund
Illinois
$5.03M