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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
AWM
526
Accurate Wealth Management
Florida
$1.73M -$1.4M -8,555 -46%
DCM
527
Dupont Capital Management
Delaware
$1.71M -$109K -668 -6%
DWA
528
Delap Wealth Advisory
Oregon
$1.71M +$1.69M +10,311 New
LNWWM
529
Laird Norton Wetherby Wealth Management
California
$1.7M +$45.8K +280 +3%
TCM
530
Teza Capital Management
Illinois
$1.69M +$144K +879 +9%
TAM
531
Tealwood Asset Management
Minnesota
$1.69M -$55.6K -340 -3%
ECM
532
ExodusPoint Capital Management
New York
$1.68M -$2.42M -14,828 -59%
ASN
533
Advisory Services Network
Georgia
$1.68M +$190K +1,165 +13%
GT
534
Greenleaf Trust
Michigan
$1.66M +$51.8K +317 +3%
CK
535
Cohen Klingenstein
New York
$1.65M
CSPAM
536
Cary Street Partners Asset Management
Virginia
$1.65M -$11.3K -69 -0.7%
WAP
537
Wealthcare Advisory Partners
Pennsylvania
$1.63M +$91.4K +559 +6%
CCG
538
Chatham Capital Group
Georgia
$1.62M +$159K +975 +11%
RJT
539
Raymond James Trust
Florida
$1.62M +$324K +1,984 +25%
Walleye Trading
540
Walleye Trading
New York
$1.61M +$1.59M +9,753 New
CSIC
541
Clifford Swan Investment Counsel
California
$1.61M -$6.7K -41 -0.4%
PRC
542
Pearl River Capital
Michigan
$1.6M -$7.03K -43 -0.4%
Holocene Advisors
543
Holocene Advisors
New York
$1.57M +$1.56M +9,517 New
GC
544
Grimes & Company
Massachusetts
$1.57M -$7.36K -45 -0.5%
PAS
545
Park Avenue Securities
New York
$1.54M +$276K +1,689 +22%
QT
546
Quantbot Technologies
New York
$1.54M -$146K -895 -9%
CTA
547
Chesley Taft & Associates
Illinois
$1.54M -$8.18K -50 -0.5%
MGIA
548
Moneta Group Investment Advisors
Missouri
$1.53M -$82.4K -504 -5%
NA
549
NewEdge Advisors
Louisiana
$1.51M +$148K +907 +7%
Cambridge Investment Research Advisors
550
Cambridge Investment Research Advisors
Iowa
$1.48M +$83.6K +511 +6%