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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
BE
376
Bonness Enterprises
District of Columbia
$4.38M
VanEck Associates
377
VanEck Associates
New York
$4.37M -$437K -2,771 -10%
IWP
378
Icon Wealth Partners
Texas
$4.36M +$110K +696 +3%
MNBTD
379
Moody National Bank Trust Division
Texas
$4.35M -$284K -1,804 -7%
BCM
380
Becker Capital Management
Oregon
$4.3M +$55.3K +351 +1%
VPIM
381
Vanguard Personalized Indexing Management
California
$4.15M +$862K +5,467 +29%
DCM
382
Dupont Capital Management
Delaware
$4.12M -$717K -4,548 -16%
VRM
383
Vectors Research Management
New York
$4.11M -$117K -740 -3%
ORI
384
Oak Ridge Investments
Illinois
$4.1M -$63.2K -401 -2%
MIC
385
MU Investments Company
Japan
$4.08M
CB
386
Commerce Bank
Missouri
$4.04M -$128K -809 -3%
KeyBank National Association
387
KeyBank National Association
Ohio
$4.02M -$43.4K -275 -1%
1832 Asset Management
388
1832 Asset Management
Ontario, Canada
$3.94M -$26.9M -170,667 -88%
WF
389
Welch & Forbes
Massachusetts
$3.91M +$1.3M +8,216 +56%
LI
390
Lafayette Investments
Maryland
$3.9M -$47.3K -300 -1%
PPW
391
Parcion Private Wealth
Washington
$3.89M -$1.01M -6,379 -22%
S
392
Seeyond
France
$3.89M -$204K -1,293 -5%
EOJOAM
393
E. Ohman J:or Asset Management
Sweden
$3.87M -$173K -1,100 -5%
NC
394
NewSquare Capital
Pennsylvania
$3.86M +$3.54M +22,453 +12,685%
HC
395
HNP Capital
New York
$3.85M -$312K -1,981 -8%
HT
396
Heritage Trust
Oklahoma
$3.84M -$49.3K -313 -1%
MML Investors Services
397
MML Investors Services
Massachusetts
$3.82M +$193K +1,227 +6%
NMIMC
398
Northwestern Mutual Investment Management Company
Wisconsin
$3.79M -$79.3K -503 -2%
GI
399
GAMCO Investors
Connecticut
$3.75M +$23.6K +150 +0.7%
TPM
400
Triasima Portfolio Management
Quebec, Canada
$3.75M -$953K -6,045 -22%