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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
MUAMU
401
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$3.75M
NIMI
402
Natixis Investment Managers International
France
$3.71M +$3.43M +21,752 New
FCH
403
Freestone Capital Holdings
Washington
$3.67M +$221K +1,400 +7%
MYAM
404
Meiji Yasuda Asset Management
Japan
$3.67M -$160K -1,013 -4%
SGA
405
Strategic Global Advisors
California
$3.67M +$145K +922 +4%
OCM
406
Olstein Capital Management
New York
$3.58M -$631K -4,000 -16%
SLI
407
Sumitomo Life Insurance
Japan
$3.56M -$45.4K -288 -1%
SFA
408
Souders Financial Advisors
Ohio
$3.53M +$38.9K +247 +1%
CM
409
Crestline Management
Texas
$3.48M +$1.13M +7,167 +54%
EL
410
Essex LLC
Illinois
$3.45M +$268K +1,697 +9%
BCV
411
Banque Cantonale Vaudoise
Switzerland
$3.44M
RC
412
RBF Capital
California
$3.41M
NB
413
Norinchukin Bank
Japan
$3.4M +$518K +3,288 +20%
V
414
Veritable
Delaware
$3.36M -$208K -1,317 -6%
BF
415
BOK Financial
Oklahoma
$3.34M +$158K +1,000 +5%
LGF
416
LGT Group Foundation
Liechtenstein
$3.34M -$3.15K -20 -0.1%
Financial Engines Advisors
417
Financial Engines Advisors
California
$3.3M -$9.46K -60 -0.3%
SG
418
Swarthmore Group
Pennsylvania
$3.29M +$3.04M +19,277 New
SBWIC
419
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.25M -$50.4K -320 -2%
CPA
420
Capital Planning Advisors
California
$3.18M -$27K -171 -0.9%
MBTD
421
Mechanics Bank - Trust Department
California
$3.14M +$230K +1,458 +9%
AP
422
Advisor Partners
California
$3.11M +$54.1K +343 +2%
RWA
423
River Wealth Advisors
Pennsylvania
$3.1M +$296K +1,876 +11%
CAPTRUST Financial Advisors
424
CAPTRUST Financial Advisors
North Carolina
$3.1M +$1.07M +6,811 +60%
IMRF
425
Illinois Municipal Retirement Fund
Illinois
$3.04M