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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
PA
551
PFG Advisors
Arizona
$1.28M +$41K +260 +4%
WI
552
Wintrust Investments
Illinois
$1.26M -$12.9K -82 -1%
TCOT
553
Trust Company of Toledo
Ohio
$1.25M
AAS
554
Annex Advisory Services
Wisconsin
$1.25M -$67.9K -431 -6%
IA
555
Icon Advisers
Colorado
$1.24M
BC
556
Bartlett & Co
Ohio
$1.24M -$5.67K -36 -0.5%
BCWM
557
Bartlett & Co Wealth Management
Ohio
$1.24M -$5.67K -36 -0.5%
CNC
558
Canandaigua National Corp
New York
$1.23M +$43K +273 +4%
KPWS
559
Kestra Private Wealth Services
Texas
$1.23M -$21.4K -136 -2%
BHWM
560
Bar Harbor Wealth Management
New Hampshire
$1.22M -$443K -2,809 -28%
KWM
561
Kingsview Wealth Management
Oregon
$1.22M -$21.1K -134 -2%
TSW
562
Thompson Siegel & Walmsley
Virginia
$1.22M -$131K -833 -10%
PA
563
Profund Advisors
Maryland
$1.21M -$121K -769 -10%
S
564
SignatureFD
Georgia
$1.21M +$67.3K +427 +6%
PGFC
565
Peapack-Gladstone Financial Corp
New Jersey
$1.19M -$158K -1,003 -13%
SF
566
Summit Financial
New Jersey
$1.17M +$179K +1,135 +20%
CI Investments Inc
567
CI Investments Inc
Ontario, Canada
$1.17M -$393K -2,493 -27%
EIM
568
Essex Investment Management
Massachusetts
$1.16M -$94.9K -602 -8%
TPCW
569
TD Private Client Wealth
New York
$1.16M +$133K +845 +14%
AIP
570
Ameritas Investment Partners
Nebraska
$1.16M -$27.7K -176 -3%
BHC
571
Bowen Hanes & Co
Florida
$1.16M -$35.5K -225 -3%
EWM
572
Elmwood Wealth Management
California
$1.14M +$41K +260 +4%
QCG
573
Quadrant Capital Group
Ohio
$1.14M +$35.6K +226 +4%
ASN
574
Advisory Services Network
Georgia
$1.14M -$684K -4,338 -39%
TCM
575
Teza Capital Management
Illinois
$1.14M +$1.05M +6,658 New