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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
MCM
576
MAI Capital Management
Ohio
$1.35M +$272K +1,664 +26%
BS
577
Banco Santander
Spain
$1.34M +$68.7K +420 +5%
TMAM
578
Tokio Marine Asset Management
Japan
$1.31M +$123K +751 +10%
ACM
579
Acrisure Capital Management
Texas
$1.28M +$1.27M +7,757 New
LWCFA
580
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.28M -$98.1K -600 -7%
PA
581
PFG Advisors
Arizona
$1.28M +$8.18K +50 +0.7%
LF
582
Lantz Financial
Illinois
$1.27M +$880K +5,382 +235%
SF
583
Summit Financial
New Jersey
$1.27M -$56.7K -347 -4%
TPCW
584
TD Private Client Wealth
New York
$1.26M +$70.1K +429 +6%
QI
585
Qtron Investments
Massachusetts
$1.25M
HPC
586
HM Payson & Co
Maine
$1.24M -$13.9K -85 -1%
TH
587
TCTC Holdings
Texas
$1.24M
TW
588
TrinityPoint Wealth
Connecticut
$1.23M +$2.94K +18 +0.2%
TSW
589
Thompson Siegel & Walmsley
Virginia
$1.22M +$39.7K +243 +3%
ST
590
Smithfield Trust
Pennsylvania
$1.22M
CCM
591
Coldstream Capital Management
Washington
$1.21M +$1.2M +7,309 New
WI
592
Wintrust Investments
Illinois
$1.2M
RFP
593
RCS Financial Planning
Maryland
$1.18M +$1.17M +7,153 New
DEA
594
DoubleLine ETF Adviser
Florida
$1.16M +$1.14M +6,997 New
KPWS
595
Kestra Private Wealth Services
Texas
$1.15M -$68.5K -419 -6%
SICM
596
Sustainable Insight Capital Management
New York
$1.15M +$164K +1,000 +17%
CA
597
Clearstead Advisors
Ohio
$1.14M +$19.3K +118 +2%
AI
598
AXS Investments
New York
$1.13M +$26.3K +161 +2%
PGFC
599
Peapack-Gladstone Financial Corp
New Jersey
$1.11M -$36K -220 -3%
QCM
600
Qsemble Capital Management
New York
$1.11M +$1.1M +6,700 New