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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
TI
501
Tidal Investments
Wisconsin
$1.95M +$856K +5,238 +80%
PMEF
502
Point72 Middle East FZE
United Arab Emirates
$1.94M +$1.92M +11,736 New
BMCM
503
Bryn Mawr Capital Management
Pennsylvania
$1.92M -$19.9K -122 -1%
IA
504
Icon Advisers
Colorado
$1.9M
HCM
505
Howland Capital Management
Massachusetts
$1.89M +$196K +1,200 +12%
E
506
Ergoteles
New York
$1.89M -$810K -4,952 -30%
VVP
507
Venture Visionary Partners
Ohio
$1.87M -$140K -854 -7%
OPS
508
Orion Portfolio Solutions
Nebraska
$1.87M +$275K +1,682 +18%
DBIA
509
Dumont & Blake Investment Advisors
New Jersey
$1.85M -$15.5K -95 -0.8%
EGM
510
Engineers Gate Manager
New York
$1.84M -$3.83M -23,410 -68%
VRM
511
Vectors Research Management
New York
$1.83M -$1.35M -8,284 -43%
ADIM
512
Alpha DNA Investment Management
Maryland
$1.82M +$1.15M +7,047 +178%
M1FG
513
Mach-1 Financial Group
Arkansas
$1.8M +$1.78M +10,878 +60,433%
RCIM
514
Red Cedar Investment Management
Michigan
$1.79M +$112K +682 +7%
HT
515
Heritage Trust
Oklahoma
$1.79M -$14.1K -86 -0.8%
Fayez Sarofim & Co
516
Fayez Sarofim & Co
Texas
$1.79M -$1.7M -10,400 -49%
PP
517
Pegasus Partners
Wisconsin
$1.79M +$344K +2,103 +24%
BAM
518
Belpointe Asset Management
Nevada
$1.77M -$14.9K -91 -0.8%
HC
519
HNP Capital
New York
$1.77M -$1.3M -7,935 -43%
HBT
520
Hills Bank & Trust
Iowa
$1.76M +$50K +306 +3%
FT
521
Fiduciary Trust
Massachusetts
$1.76M +$66.9K +409 +4%
MYIA
522
Mount Yale Investment Advisors
Colorado
$1.76M +$6.87K +42 +0.4%
LNC
523
Lincoln National Corp
Pennsylvania
$1.76M -$94.5K -578 -5%
DT
524
Diversified Trust
Tennessee
$1.74M -$202K -1,238 -11%
CIBC World Market
525
CIBC World Market
Ontario, Canada
$1.74M +$147K +901 +9%