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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
BMCM
476
Bryn Mawr Capital Management
Pennsylvania
$2.04M +$1.89M +12,001 New
FRA
477
Front Row Advisors
California
$2.04M
FT
478
Fiduciary Trust
Massachusetts
$2.01M -$31.2K -198 -2%
BLC
479
Brown, Lisle/Cummings
Rhode Island
$1.99M +$158 +1 +0%
VAS
480
Vestmark Advisory Solutions
Massachusetts
$1.97M +$264K +1,674 +17%
PFO
481
Pathstone Family Office
New Jersey
$1.96M -$148K -937 -8%
AAM
482
Arabesque Asset Management
United Kingdom
$1.96M +$5.67K +36 +0.3%
DBIA
483
Dumont & Blake Investment Advisors
New Jersey
$1.95M -$85.4K -542 -5%
PF
484
Phoenix Financial
Israel
$1.94M +$1.8M +11,404 New
Federated Hermes
485
Federated Hermes
Pennsylvania
$1.94M -$186K -1,183 -9%
HI
486
Horizon Investments
North Carolina
$1.93M +$33.3K +211 +2%
Fayez Sarofim & Co
487
Fayez Sarofim & Co
Texas
$1.91M +$12.5K +79 +0.7%
FNT
488
First National Trust
Pennsylvania
$1.91M +$146K +925 +9%
Carson Wealth (CWM LLC)
489
Carson Wealth (CWM LLC)
Nebraska
$1.89M +$165K +1,045 +10%
IC
490
IEQ Capital
California
$1.89M +$228K +1,446 +15%
NA
491
NewEdge Advisors
Louisiana
$1.85M +$629K +3,987 +58%
FPAS
492
Focus Partners Advisor Solutions
Missouri
$1.85M +$1.71M +10,859 New
AWA
493
Aaron Wealth Advisors
Illinois
$1.84M +$49.2M +312,399 +15,427%
TAM
494
Tealwood Asset Management
Minnesota
$1.83M -$34.2K -217 -2%
AG
495
Ascent Group
Virginia
$1.8M +$377K +2,391 +29%
MYIA
496
Mount Yale Investment Advisors
Colorado
$1.79M +$425K +2,693 +34%
LI
497
LMCG Investments
Massachusetts
$1.77M +$1.64M +10,390 New
CSPAM
498
Cary Street Partners Asset Management
Virginia
$1.76M -$2.37K -15 -0.1%
FPS
499
Fieldpoint Private Securities
Connecticut
$1.75M -$188K -1,195 -10%
RIG
500
Roosevelt Investment Group
New York
$1.73M