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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
OIA
651
OneDigital Investment Advisors
Kansas
$889K -$6.38K -39 -0.7%
KWM
652
Kingsview Wealth Management
Oregon
$889K -$77.8K -476 -8%
CIA
653
Capital Investment Advisors
Georgia
$887K -$42.5K -260 -5%
VIA
654
Vident Investment Advisory
Georgia
$864K +$114K +700 +15%
ROTUOC
655
Regents of the University of California
California
$860K
MMHP
656
Murphy Middleton Hinkle & Parker
Georgia
$859K
MYLI
657
Meiji Yasuda Life Insurance
Japan
$850K
PFG
658
Prosperity Financial Group
California
$839K +$829K +5,070 New
MPAM
659
Murphy Pohlad Asset Management
Minnesota
$836K -$38.4K -235 -4%
DTL
660
Dynamic Technology Lab
Singapore
$833K -$877K -5,363 -52%
VEA
661
Virtus ETF Advisers
New York
$825K +$112K +685 +16%
SFO
662
Stokes Family Office
Louisiana
$823K +$49.9K +305 +7%
WPC
663
Wedmont Private Capital
Pennsylvania
$821K +$58.4K +357 +8%
ATPW
664
Ashton Thomas Private Wealth
Arizona
$819K +$810K +4,952 New
MOS
665
MGO One Seven
Ohio
$818K +$150K +919 +23%
AG
666
AIA Group
Hong Kong
$815K +$120K +731 +17%
PWM
667
Perigon Wealth Management
California
$810K +$309K +1,892 +63%
OC
668
Oppenheimer & Co
New York
$801K +$13.1K +80 +2%
IIC
669
Ironwood Investment Counsel
Arizona
$798K -$76.9K -470 -9%
SA
670
SRN Advisors
Pennsylvania
$790K +$781K +4,777 New
CFGS
671
Concourse Financial Group Securities
Alabama
$783K +$10.3K +63 +1%
BBL
672
Beck Bode LLC
Massachusetts
$778K +$769K +4,702 New
TC
673
Toews Corporation
New Jersey
$778K -$409K -2,500 -35%
CI
674
Conning Inc
Connecticut
$776K -$3.27K -20 -0.4%
MSCM
675
McElhenny Sheffield Capital Management
Texas
$775K -$158K -965 -17%