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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
LS
626
Livforsakringsbolaget Skandia
Sweden
$888K
ROTUOC
627
Regents of the University of California
California
$886K
SPIA
628
Steward Partners Investment Advisory
New York
$880K +$46.3K +294 +6%
CI
629
Conning Inc
Connecticut
$872K -$11.5K -73 -1%
TAM
630
Trust Asset Management
Texas
$866K +$25.9K +164 +3%
NSB
631
Norway Savings Bank
Maine
$853K +$13.4K +85 +2%
JWM
632
JGP Wealth Management
Oregon
$836K -$87.2K -553 -10%
RCIM
633
Red Cedar Investment Management
Michigan
$836K +$382K +2,422 +98%
JFL
634
Jarislowsky, Fraser Ltd
Quebec, Canada
$835K
SWA
635
SFMG Wealth Advisors
Texas
$833K +$10.1K +64 +1%
MSCM
636
McElhenny Sheffield Capital Management
Texas
$831K -$169K -1,072 -18%
PWP
637
Personal Wealth Partners
Minnesota
$830K
WFI
638
West Family Investments
California
$824K
IAN
639
Integrated Advisors Network
Texas
$821K -$33.4K -212 -4%
WJWM
640
Williams Jones Wealth Management
New York
$820K +$14.2K +90 +2%
IIC
641
Ironwood Investment Counsel
Arizona
$818K
OC
642
Oppenheimer & Co
New York
$816K +$2.68K +17 +0.4%
WSFS
643
Wilmington Savings Fund Society
Delaware
$795K +$3.78K +24 +0.5%
AWA
644
Amplius Wealth Advisors
Pennsylvania
$794K
PA
645
Parallel Advisors
California
$787K -$29K -184 -4%
DY
646
Dowling & Yahnke
California
$786K +$75K +476 +12%
EP
647
Eudaimonia Partners
Tennessee
$785K +$726K +4,608 New
CFGS
648
Concourse Financial Group Securities
Alabama
$781K -$11K -70 -2%
PWPS
649
Pinnacle Wealth Planning Services
Ohio
$781K +$156K +988 +28%
DCM
650
Donaldson Capital Management
Indiana
$779K -$558K -3,537 -44%