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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
UBG
601
United Bank (Georgia)
Georgia
$1.1M -$22.2K -136 -2%
KWA
602
KCS Wealth Advisory
California
$1.1M -$83.7K -512 -7%
AIP
603
Ameritas Investment Partners
Nebraska
$1.1M -$25K -153 -2%
BWAM
604
Boyd Watterson Asset Management
Ohio
$1.09M +$72.4K +443 +7%
MTIC
605
Missouri Trust & Investment Company
Missouri
$1.09M +$112K +685 +12%
CS
606
Comerica Securities
Michigan
$1.09M +$697K +4,261 +184%
EWM
607
Elmwood Wealth Management
California
$1.09M -$6.54K -40 -0.6%
CNC
608
Citizens & Northern Corp
Pennsylvania
$1.09M +$19K +116 +2%
EIA
609
Edgemoor Investment Advisors
Maryland
$1.08M
AT
610
Arden Trust
Delaware
$1.07M +$405K +2,478 +62%
PA
611
Pinnacle Associates
New York
$1.07M -$16.5K -101 -2%
HI
612
Horizon Investments
North Carolina
$1.07M -$1.21M -7,396 -53%
EIM
613
Essex Investment Management
Massachusetts
$1.06M -$37.6K -230 -3%
FC
614
FORA Capital
Florida
$1.05M -$1.31M -7,984 -56%
CNC
615
Canandaigua National Corp
New York
$1.05M -$18K -110 -2%
QC
616
Quadrature Capital
United Kingdom
$1.04M -$6.29M -38,461 -86%
WIC
617
Wilkins Investment Counsel
Massachusetts
$1.03M -$327K -2,000 -24%
CCA
618
Checchi Capital Advisers
California
$1.03M -$166K -1,016 -14%
GF
619
Gries Financial
Ohio
$1.03M
CI
620
Cigna Investments
Connecticut
$1.02M -$1.31K -8 -0.1%
CGL
621
Clarius Group LLC
Washington
$1.01M +$45.9K +281 +5%
UAML
622
US Asset Management LLC
Pennsylvania
$1M +$992K +6,068 New
DLA
623
Douglas Lane & Associates
New York
$1M -$23.4K -143 -2%
PWPS
624
Pinnacle Wealth Planning Services
Ohio
$988K +$202K +1,233 +26%
CG
625
Caprock Group
Idaho
$988K +$56.6K +346 +6%