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MRSH

Marsh

1,224 hedge funds and large institutions have $72.5B invested in Marsh in 2023 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 459 increasing their positions, 454 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 73

16% more call options, than puts

Call options by funds: $85.2M | Put options by funds: $73.6M

1% more repeat investments, than reductions

Existing positions increased: 459 | Existing positions reduced: 454

0% more funds holding

Funds holding: 1,2201,224 (+4)

0% more capital invested

Capital invested by funds: $72.4B → $72.5B (+$156M)

0.49% less ownership

Funds ownership: 88.17%87.68% (-0.49%)

7% less funds holding in top 10

Funds holding in top 10: 2725 (-2)

Holders
1,224
Holders Change
+4
Holders Change %
+0.33%
% of All Funds
19.51%
Holding in Top 10
25
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-7.41%
% of All Funds
0.4%
New
99
Increased
459
Reduced
454
Closed
73
Calls
$85.2M
Puts
$73.6M
Net Calls
+$11.7M
Net Calls Change
+$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UBG
601
United Bank (Georgia)
Georgia
$1.09M -$20K -120 -2%
BWAM
602
Boyd Watterson Asset Management
Ohio
$1.08M -$13K -78 -1%
EIA
603
Edgemoor Investment Advisors
Maryland
$1.08M
DADC
604
D.A. Davidson & Co
Montana
$1.08M +$348K +2,090 +47%
CG
605
Caprock Group
Idaho
$1.08M +$84.3K +506 +8%
O
606
Ossiam
France
$1.07M -$19.1M -114,518 -95%
RWM
607
Ritholtz Wealth Management
New York
$1.07M -$2.5M -14,978 -70%
DDC
608
DF Dent & Co
Maryland
$1.06M +$69.5K +417 +7%
AIP
609
Ameritas Investment Partners
Nebraska
$1.06M +$167 +1 +0%
NP
610
Nilsine Partners
Colorado
$1.05M +$1.06M +6,334 New
PWPS
611
Pinnacle Wealth Planning Services
Ohio
$1.05M +$55.8K +335 +6%
OAM
612
Ostrum Asset Management
France
$1.04M +$1.04M +6,244 New
WIC
613
Wilkins Investment Counsel
Massachusetts
$1.04M
CNBT
614
Canandaigua National Bank & Trust
New York
$1.04M +$1.04M +6,239 New
MAS
615
Meeder Advisory Services
Ohio
$1.04M +$80.3K +482 +8%
DGAM
616
Desjardins Global Asset Management
Quebec, Canada
$1.03M +$329K +1,972 +47%
GF
617
Gries Financial
Ohio
$1.02M -$13.3K -80 -1%
CCA
618
Checchi Capital Advisers
California
$1.02M -$15K -90 -1%
QCM
619
Quantinno Capital Management
New York
$1.02M +$412K +2,472 +68%
WB
620
WesBanco Bank
West Virginia
$1.02M +$766K +4,596 +305%
UAML
621
US Asset Management LLC
Pennsylvania
$1.01M -$2K -12 -0.2%
PA
622
Profund Advisors
Maryland
$1M +$71.6K +430 +8%
CI
623
Cigna Investments
Connecticut
$1M -$19.8K -119 -2%
FMAEN1
624
Fund Management at Engine No 1
California
$1,000K +$90.5K +543 +10%
SFP
625
Sweet Financial Partners
Minnesota
$989K +$989K +5,937 New