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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
HH
651
Hilltop Holdings
Texas
$776K -$31.7K -201 -4%
TCM
652
Triumph Capital Management
Colorado
$775K +$717K +4,547 New
FI
653
Fosun International
China
$774K
CG
654
Caprock Group
Idaho
$772K +$64.6K +410 +10%
QPWM
655
Quadrant Private Wealth Management
Pennsylvania
$769K +$711K +4,511 New
GIA
656
Gateway Investment Advisers
Ohio
$768K -$3.31K -21 -0.5%
KM
657
Kalos Management
Georgia
$766K -$46K -292 -6%
HWM
658
HB Wealth Management
Georgia
$747K +$155K +982 +29%
BIP
659
Blueprint Investment Partners
North Carolina
$743K +$1.73K +11 +0.3%
CAG
660
Csenge Advisory Group
Florida
$736K +$8.04K +51 +1%
M
661
Mirova
France
$729K -$22.4K -142 -3%
FMAEN1
662
Fund Management at Engine No 1
California
$729K +$674K +4,275 New
GIA
663
Gladstone Institutional Advisory
Florida
$726K -$405K -2,567 -38%
AT
664
Arden Trust
Delaware
$724K -$55.2K -350 -8%
Cetera Investment Advisers
665
Cetera Investment Advisers
Illinois
$714K +$201K +1,277 +44%
First Manhattan
666
First Manhattan
New York
$711K +$473 +3 +0.1%
Luther King Capital Management (LKCM)
667
Luther King Capital Management (LKCM)
Texas
$706K -$788 -5 -0.1%
V
668
VeraBank
Texas
$699K -$34.4K -218 -5%
AUB
669
Atlantic Union Bankshares
Virginia
$695K -$7.09K -45 -1%
AC
670
ASB Consultores
Florida
$693K +$47.5K +301 +8%
SIM
671
Sentry Investment Management
Wisconsin
$688K -$107K -679 -14%
KC
672
Kenfarb & Co
Kentucky
$688K +$205K +1,300 +48%
FMLI
673
Fukoku Mutual Life Insurance
Japan
$687K
RR
674
Robotti Robert
$682K
CCG
675
Chatham Capital Group
Georgia
$681K +$271K +1,720 +76%