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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
NC
376
Northcape Capital
Australia
$5M -$71.5K -437 -1%
SF
377
Synovus Financial
Georgia
$4.98M +$194K +1,185 +4%
BWM
378
BNC Wealth Management
Oregon
$4.87M
BRC
379
Bishop Rock Capital
New York
$4.87M -$1.34M -8,167 -22%
LA
380
Legacy Advisors
Pennsylvania
$4.83M +$846K +5,174 +22%
KA
381
Kintegral Advisory
New York
$4.83M -$3.37M -20,583 -41%
HSA
382
HBK Sorce Advisory
Pennsylvania
$4.75M +$1.92M +11,769 +70%
SFI
383
Siemens Fonds Invest
Germany
$4.71M -$64.9K -397 -1%
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$4.69M -$66.1K -404 -1%
KeyBank National Association
385
KeyBank National Association
Ohio
$4.62M +$67.4K +412 +1%
MLICM
386
Metropolitan Life Insurance Company (MetLife)
New York
$4.62M -$183K -1,122 -4%
NONA
387
Ninety One North America
New York
$4.6M -$1.98M -12,086 -30%
Two Sigma Investments
388
Two Sigma Investments
New York
$4.55M +$4.49M +27,485 New
HI
389
Harrington Investments
California
$4.52M +$52.3K +320 +1%
NSEDCP
390
NJ State Employees Deferred Compensation Plan
New Jersey
$4.47M
CAN
391
Cetera Advisor Networks
California
$4.35M +$2.84M +17,351 +194%
IWA
392
Icon Wealth Advisors
Texas
$4.34M +$13.6K +83 +0.3%
CIC
393
Carnegie Investment Counsel
Ohio
$4.33M +$89.4K +547 +2%
IAIM
394
Industrial Alliance Investment Management
Quebec, Canada
$4.33M +$40.6K +248 +1%
AF
395
Alerus Financial
North Dakota
$4.26M -$802K -4,902 -16%
BE
396
Bonness Enterprises
District of Columbia
$4.25M
VAS
397
Vestmark Advisory Solutions
Massachusetts
$4.23M +$905K +5,535 +28%
CB
398
Commerce Bank
Missouri
$4.21M -$10.1K -62 -0.2%
CPA
399
Capital Planning Advisors
California
$4.16M +$787K +4,810 +24%
CM
400
Crestline Management
Texas
$4.14M -$5.72M -35,000 -58%