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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
DDC
626
DF Dent & Co
Maryland
$987K +$181K +1,108 +23%
FWCM
627
Ferguson Wellman Capital Management
Oregon
$979K
WPA
628
West Paces Advisors
Georgia
$976K -$6.38K -39 -0.7%
CA
629
Cetera Advisors
Colorado
$967K +$532K +3,254 +126%
PA
630
Parallel Advisors
California
$961K +$37.6K +230 +4%
SIA
631
SkyView Investment Advisors
New Jersey
$957K -$26.2K -160 -3%
GIA
632
Gladstone Institutional Advisory
Florida
$955K +$15.4K +94 +2%
BHWM
633
Bar Harbor Wealth Management
New Hampshire
$955K -$8.18K -50 -0.9%
MFGM
634
Marshall Financial Group (Maryland)
Maryland
$951K +$93K +569 +11%
MAS
635
Meeder Advisory Services
Ohio
$951K +$939K +5,745 New
S
636
SimplyRich
California
$945K
BCM
637
Boltwood Capital Management
California
$945K -$12.6K -77 -1%
HWM
638
HB Wealth Management
Georgia
$939K +$185K +1,134 +25%
TAM
639
Trust Asset Management
Texas
$938K
ACM
640
Allred Capital Management
Texas
$937K -$327 -2 -0%
AAS
641
Avantax Advisory Services
Texas
$935K +$332K +2,030 +56%
VWM
642
Venturi Wealth Management
Texas
$932K -$9.48K -58 -1%
PA
643
Profund Advisors
Maryland
$927K +$5.23K +32 +0.6%
SWA
644
SFMG Wealth Advisors
Texas
$918K -$3.43K -21 -0.4%
AWM
645
Aries Wealth Management
Maine
$916K -$61.3K -375 -6%
DA
646
Dover Advisors
Virginia
$915K +$904K +5,530 New
NSB
647
Norway Savings Bank
Maine
$906K +$20.4K +125 +2%
FMAEN1
648
Fund Management at Engine No 1
California
$904K +$108K +662 +14%
TCBWMS
649
Texas Capital Bank Wealth Management Services
Texas
$899K +$272K +1,665 +44%
JHP
650
James Hambro & Partners
United Kingdom
$894K +$312K +1,909 +55%