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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
OAM
476
Occidental Asset Management
California
$2.43M +$21.6K +132 +0.9%
P
477
Pitcairn
Pennsylvania
$2.34M +$42.2K +258 +2%
IP
478
Interval Partners
New York
$2.34M +$2.31M +14,138 New
Federated Hermes
479
Federated Hermes
Pennsylvania
$2.31M -$133K -814 -6%
UCFA
480
United Capital Financial Advisors
Texas
$2.3M +$97K +593 +4%
NW
481
NewEdge Wealth
Pennsylvania
$2.28M +$382K +2,338 +20%
ATC
482
Argent Trust Co
Tennessee
$2.24M -$8.34K -51 -0.4%
MMA
483
Miracle Mile Advisors
California
$2.21M -$2.78K -17 -0.1%
EF
484
Empirical Finance
Pennsylvania
$2.2M +$164K +1,002 +8%
SCA
485
Snowden Capital Advisors
New York
$2.19M -$17.8K -109 -0.8%
HWA
486
Heritage Wealth Advisors
Virginia
$2.19M +$55.1K +337 +3%
Two Sigma Advisers
487
Two Sigma Advisers
New York
$2.13M +$1.41M +8,600 +200%
SS
488
Simplicity Solutions
Minnesota
$2.13M -$74.9K -458 -3%
RFC
489
Regions Financial Corp
Alabama
$2.12M -$3.11K -19 -0.1%
HFS
490
Hantz Financial Services
Michigan
$2.12M +$1.09M +6,669 +108%
TCA
491
Transcend Capital Advisors
New Jersey
$2.1M -$84.9K -519 -4%
PS
492
Pensionfund Sabic
Netherlands
$2.1M
FNT
493
First National Trust
Pennsylvania
$2.06M +$26.5K +162 +1%
SIA
494
Strategic Investment Advisors
Michigan
$2.05M +$9.16K +56 +0.5%
AAM
495
Arabesque Asset Management
United Kingdom
$2.05M -$44.3K -271 -2%
AG
496
Ascent Group
Virginia
$2.04M -$491 -3 -0%
PTC
497
Private Trust Company
Ohio
$2.02M +$19.8K +121 +1%
UHC
498
Union Heritage Capital
Michigan
$1.99M
BLC
499
Brown, Lisle/Cummings
Rhode Island
$1.98M +$327 +2 +0%
FRA
500
Front Row Advisors
California
$1.96M -$19.9K -122 -1%