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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
ECM
426
Everence Capital Management
Indiana
$3.04M +$391K +2,480 +16%
LA
427
Legacy Advisors
Pennsylvania
$3M +$2.78M +17,626 New
FBT
428
First Bankers Trust
Kentucky
$2.93M -$66.7K -423 -2%
AAMU
429
AEGON Asset Management (UK)
United Kingdom
$2.91M -$660K -4,189 -20%
AF
430
Alerus Financial
North Dakota
$2.88M -$1.13M -7,142 -30%
LA
431
Lindenwold Advisors
Pennsylvania
$2.88M +$71.9K +456 +3%
NIC
432
Northwest Investment Counselors
Oregon
$2.86M -$108K -683 -4%
AWM
433
AE Wealth Management
Kansas
$2.85M +$480K +3,042 +22%
SDIC
434
South Dakota Investment Council
South Dakota
$2.83M -$875K -5,548 -25%
MLM
435
Mount Lucas Management
Pennsylvania
$2.83M +$631 +4 +0%
Two Sigma Advisers
436
Two Sigma Advisers
New York
$2.74M +$2.54M +16,100 New
RFC
437
Regions Financial Corp
Alabama
$2.68M -$9.77K -62 -0.4%
Twin Tree Management
438
Twin Tree Management
Texas
$2.67M +$2.47M +15,693 New
HSA
439
HBK Sorce Advisory
Pennsylvania
$2.66M +$2.52K +16 +0.1%
CSS
440
Cubist Systematic Strategies
Connecticut
$2.59M -$1.75M -11,107 -42%
KWA
441
KCS Wealth Advisory
California
$2.58M +$96.2K +610 +4%
AC
442
Allstate Corporation
Illinois
$2.56M -$3.66M -23,221 -61%
TI
443
Trexquant Investment
Connecticut
$2.54M +$2.35M +14,927 New
KRSITF
444
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.54M +$222K +1,406 +10%
LCM
445
Logan Capital Management
Pennsylvania
$2.53M +$60.7K +385 +3%
CSPIA
446
Cary Street Partners Investment Advisory
Virginia
$2.51M +$5.52K +35 +0.2%
CAM
447
Cresset Asset Management
Illinois
$2.45M -$102K -644 -4%
PS
448
Pensionfund Sabic
Netherlands
$2.42M -$1.02M -6,500 -31%
TI
449
Tidal Investments
Wisconsin
$2.41M +$167K +1,058 +8%
P
450
Pitcairn
Pennsylvania
$2.39M -$52.2K -331 -2%