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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
OAM
451
Occidental Asset Management
California
$2.37M +$130K +823 +6%
SG Americas Securities
452
SG Americas Securities
New York
$2.33M -$2.84M -17,989 -57%
MMA
453
Miracle Mile Advisors
California
$2.32M +$1.93M +12,227 +867%
TCA
454
Transcend Capital Advisors
New Jersey
$2.32M +$167K +1,058 +8%
Vontobel Holding
455
Vontobel Holding
Switzerland
$2.32M -$64.5K -409 -3%
Bessemer Group
456
Bessemer Group
New Jersey
$2.3M +$64.3K +408 +3%
BS
457
Banco Santander
Spain
$2.29M +$213K +1,349 +11%
ATC
458
Argent Trust Co
Tennessee
$2.27M -$11.3K -72 -0.5%
SCA
459
Snowden Capital Advisors
New York
$2.25M +$1.91M +12,147 +1,152%
EDRH
460
Edmond de Rothschild Holding
Switzerland
$2.21M -$261K -1,657 -11%
HWA
461
Heritage Wealth Advisors
Virginia
$2.2M
BFEC
462
Benjamin F. Edwards & Company
Missouri
$2.2M -$742K -4,709 -27%
RIM
463
Redpoint Investment Management
Australia
$2.13M +$155K +981 +9%
LNC
464
Lincoln National Corp
Pennsylvania
$2.13M +$21K +133 +1%
EFI
465
EHP Funds Inc
Canada
$2.11M +$1.95M +12,400 New
KAS
466
Kestra Advisory Services
Texas
$2.1M +$39.6K +251 +2%
ANI
467
American National Insurance
Texas
$2.1M -$252K -1,600 -11%
BBVA
468
Banco Bilbao Vizcaya Argentaria
Spain
$2.1M -$1.18M -7,460 -38%
PTC
469
Private Trust Company
Ohio
$2.09M -$564K -3,575 -23%
VVP
470
Venture Visionary Partners
Ohio
$2.08M +$23.2K +147 +1%
SM
471
Sciencast Management
New Jersey
$2.07M +$1.92M +12,158 New
ANRIA
472
American National Registered Investment Advisor
Texas
$2.06M -$32.2K -204 -2%
SIA
473
Strategic Investment Advisors
Michigan
$2.06M +$83.4K +529 +5%
SGI
474
Summit Global Investments
Utah
$2.06M +$1.72M +10,885 +919%
UHC
475
Union Heritage Capital
Michigan
$2.04M