We are live on ! Find out more
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
HCM
526
Howland Capital Management
Massachusetts
$1.45M -$74.9K -475 -5%
CAAS
527
Capital Asset Advisory Services
Michigan
$1.45M +$305K +1,934 +29%
SS
528
Simplicity Solutions
Minnesota
$1.45M -$1.24M -7,867 -48%
MGIA
529
Moneta Group Investment Advisors
Missouri
$1.44M -$66.5K -422 -5%
RZH
530
Relyea Zuckerberg Hanson
Connecticut
$1.43M -$55.8K -354 -4%
Assenagon Asset Management
531
Assenagon Asset Management
Luxembourg
$1.42M -$3.84M -24,383 -75%
HIC
532
Hartline Investment Corp
Illinois
$1.41M
SC
533
SRB Corp
Massachusetts
$1.41M
WIC
534
Wilkins Investment Counsel
Massachusetts
$1.4M
MWM
535
Mission Wealth Management
California
$1.38M +$94.1K +597 +8%
IRF
536
IBM Retirement Fund
New York
$1.38M -$55.2K -350 -4%
WWM
537
Western Wealth Management
Colorado
$1.38M +$616K +3,910 +93%
Cambridge Investment Research Advisors
538
Cambridge Investment Research Advisors
Iowa
$1.38M -$195K -1,237 -13%
FTDI
539
First Trust Direct Indexing
Massachusetts
$1.37M +$47.1K +299 +4%
MGP
540
Metis Global Partners
California
$1.36M +$561K +3,561 +81%
GT
541
Greenleaf Trust
Michigan
$1.36M +$197K +1,249 +19%
EWM
542
Evercore Wealth Management
New York
$1.35M +$631 +4 +0.1%
EP
543
Edgestream Partners
New Jersey
$1.34M +$949K +6,019 +328%
5L
544
55I LLC
Massachusetts
$1.33M +$1.23M +7,785 New
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$1.32M -$3.63K -23 -0.3%
LWCFA
546
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.32M
UBG
547
United Bank (Georgia)
Georgia
$1.29M +$22.7K +144 +2%
TW
548
TrinityPoint Wealth
Connecticut
$1.28M -$72.2K -458 -6%
HPC
549
HM Payson & Co
Maine
$1.28M +$8.83K +56 +0.8%
TH
550
TCTC Holdings
Texas
$1.28M