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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
CA
576
Clearstead Advisors
Ohio
$1.13M +$41.6K +264 +4%
SP
577
Symmetry Partners
Connecticut
$1.13M +$204K +1,293 +24%
ST
578
Smithfield Trust
Pennsylvania
$1.13M +$6.78K +43 +0.7%
UAML
579
US Asset Management LLC
Pennsylvania
$1.13M
NW
580
NewEdge Wealth
Pennsylvania
$1.13M +$64.8K +411 +7%
RJT
581
Raymond James Trust
Florida
$1.13M +$29.3K +186 +3%
DMBA
582
Deseret Mutual Benefit Administrators
Utah
$1.12M -$131K -832 -11%
EIA
583
Edgemoor Investment Advisors
Maryland
$1.11M +$39.3K +249 +4%
CNC
584
Citizens & Northern Corp
Pennsylvania
$1.11M -$43.8K -278 -4%
CIA
585
Capital Investment Advisors
Georgia
$1.1M +$234K +1,486 +30%
VIA
586
Vident Investment Advisory
Georgia
$1.1M -$1.04M -6,608 -51%
ACP
587
Arcus Capital Partners
Georgia
$1.09M +$158 +1 +0%
SFI
588
Susquehanna Fundamental Investments
Pennsylvania
$1.08M -$6.24M -39,557 -86%
Lido Advisors
589
Lido Advisors
California
$1.07M -$1.2M -7,605 -55%
BWAM
590
Boyd Watterson Asset Management
Ohio
$1.06M +$23.6K +150 +2%
GF
591
Gries Financial
Ohio
$1.06M +$3.31K +21 +0.3%
SIA
592
SkyView Investment Advisors
New Jersey
$1.06M -$1.64M -10,381 -62%
WPA
593
West Paces Advisors
Georgia
$1.05M +$24.4K +155 +3%
ACM
594
Allred Capital Management
Texas
$1.03M -$35K -222 -4%
BJL
595
Brighton Jones LLC
Washington
$1.03M +$17.3K +110 +2%
OIA
596
OneDigital Investment Advisors
Kansas
$1.03M +$521K +3,304 +121%
WA
597
WestEnd Advisors
North Carolina
$1.02M -$946 -6 Closed
PP
598
Pegasus Partners
Wisconsin
$1.02M +$25.5K +162 +3%
IC
599
Inverness Counsel
New York
$1.01M +$938K +5,951 New
VWM
600
Venturi Wealth Management
Texas
$1.01M +$20.3K +129 +2%