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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
KAS
401
Kestra Advisory Services
Texas
$4.11M +$1.45M +8,896 +56%
CFG
402
Citizens Financial Group
Rhode Island
$4.08M -$141K -860 -3%
ORI
403
Oak Ridge Investments
Illinois
$3.93M +$146K +892 +4%
AWM
404
AE Wealth Management
Kansas
$3.93M +$1.28M +7,813 +49%
GP
405
Girard Partners
Pennsylvania
$3.92M -$278K -1,701 -7%
NMERB
406
New Mexico Educational Retirement Board
New Mexico
$3.91M -$327K -2,000 -8%
BF
407
BOK Financial
Oklahoma
$3.88M +$47.3K +289 +1%
NB
408
Norinchukin Bank
Japan
$3.85M -$937K -5,730 -20%
GI
409
GAMCO Investors
Connecticut
$3.83M +$221K +1,350 +6%
LI
410
Lafayette Investments
Maryland
$3.76M -$6.54K -40 -0.2%
SG Americas Securities
411
SG Americas Securities
New York
$3.75M -$46M -281,626 -93%
IC
412
IEQ Capital
California
$3.72M +$272K +1,661 +8%
VCM
413
Vetamer Capital Management
California
$3.64M -$1.56M -9,570 -30%
BCM
414
Becker Capital Management
Oregon
$3.63M -$216K -1,320 -6%
BFG
415
Bleakley Financial Group
New Jersey
$3.59M +$3.55M +21,710 New
OQS
416
Occudo Quantitative Strategies
Florida
$3.57M +$3.53M +21,586 New
RWM
417
Ritholtz Wealth Management
New York
$3.54M +$463K +2,831 +15%
Financial Engines Advisors
418
Financial Engines Advisors
California
$3.52M +$120K +732 +4%
Millennium Management
419
Millennium Management
New York
$3.5M +$3.07M +18,792 +800%
EOJOAM
420
E. Ohman J:or Asset Management
Sweden
$3.48M -$229K -1,400 -6%
Carson Wealth (CWM LLC)
421
Carson Wealth (CWM LLC)
Nebraska
$3.47M +$700K +4,283 +26%
PCM
422
Penserra Capital Management
California
$3.47M +$3.04M +18,562 +769%
ZB
423
Zions Bancorporation
Utah
$3.43M +$1.78M +10,856 +110%
EL
424
Essex LLC
Illinois
$3.41M +$45.8K +280 +1%
V
425
Veritable
Delaware
$3.37M +$121K +743 +4%