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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
CK
501
Cohen Klingenstein
New York
$1.7M
AWM
502
Altium Wealth Management
New York
$1.67M -$18.8K -119 -1%
ACM
503
Ativo Capital Management
Illinois
$1.67M +$3.47K +22 +0.2%
ZB
504
Zions Bancorporation
Utah
$1.67M +$162K +1,025 +12%
CSIC
505
Clifford Swan Investment Counsel
California
$1.66M
EF
506
Empirical Finance
Pennsylvania
$1.66M +$164K +1,038 +12%
Connor, Clark & Lunn Investment Management (CC&L)
507
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.65M -$9.83M -62,377 -87%
CTA
508
Chesley Taft & Associates
Illinois
$1.64M -$15.8K -100 -1%
JHP
509
James Hambro & Partners
United Kingdom
$1.64M
DT
510
Diversified Trust
Tennessee
$1.64M -$85.1K -540 -5%
AWM
511
Accurate Wealth Management
Florida
$1.64M +$1.09M +6,902 +256%
GC
512
Grimes & Company
Massachusetts
$1.62M
HBT
513
Hills Bank & Trust
Iowa
$1.61M +$39.3K +249 +3%
CI
514
CX Institutional
Indiana
$1.59M +$27.9K +177 +2%
RWB
515
RMR Wealth Builders
New Jersey
$1.58M +$1.46M +9,274 New
UCFA
516
United Capital Financial Advisors
Texas
$1.55M +$474K +3,005 +49%
CI
517
Cigna Investments
Connecticut
$1.52M -$396K -2,514 -22%
BAM
518
Belpointe Asset Management
Nevada
$1.5M +$313K +1,985 +29%
Two Sigma Investments
519
Two Sigma Investments
New York
$1.5M +$1.38M +8,772 New
EBT
520
Enterprise Bank & Trust
Massachusetts
$1.49M -$83.4K -529 -6%
CAN
521
Cetera Advisor Networks
California
$1.48M -$332K -2,104 -19%
WA1
522
Wimmer Associates 1
California
$1.47M -$31.1K -197 -2%
NRS
523
Neville Rodie & Shaw
New York
$1.46M
LNWWM
524
Laird Norton Wetherby Wealth Management
California
$1.46M +$55K +349 +4%
LIA
525
LS Investment Advisors
Michigan
$1.46M -$6.15K -39 -0.5%