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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
SFS
676
Stiles Financial Services
Minnesota
$670K -$4.1K -26 -0.7%
WCA
677
Waypoint Capital Advisors
Minnesota
$668K +$3.15K +20 +0.5%
BA
678
Bridgewater Advisors
New York
$668K +$33.4K +212 +6%
SFO
679
Stokes Family Office
Louisiana
$666K -$73K -463 -11%
ECM
680
Element Capital Management
New York
$664K +$614K +3,894 New
MGIA
681
Matthew Goff Investment Advisor
Texas
$663K
HCM
682
Hutchinson Capital Management
California
$645K +$946 +6 +0.2%
AWE
683
Avidian Wealth Enterprises
Texas
$643K +$34.8K +221 +6%
DADC
684
D.A. Davidson & Co
Montana
$638K +$12.5K +79 +2%
APA
685
American Portfolios Advisors
New York
$631K -$2.84K -18 -0.5%
AWA
686
Archvest Wealth Advisors
California
$631K
CT
687
Caldwell Trust
Florida
$620K
GG
688
Gofen & Glossberg
Illinois
$618K
PP
689
Prospector Partners
Connecticut
$614K +$78.8K +500 +16%
NICM
690
Neo Ivy Capital Management
New York
$610K +$565K +3,582 New
MOS
691
MGO One Seven
Ohio
$608K -$769K -4,881 -58%
PCA
692
Personal Capital Advisors
California
$607K -$48.7K -309 -8%
AFP
693
Ausdal Financial Partners
Iowa
$607K
BWM
694
Buckley Wealth Management
Nevada
$606K +$165K +1,047 +42%
WPC
695
Wedmont Private Capital
Pennsylvania
$600K +$91.4K +580 +20%
Verition Fund Management
696
Verition Fund Management
Connecticut
$599K -$181K -1,146 -25%
DWT
697
Dorsey & Whitney Trust
South Dakota
$599K
NCM
698
Noesis Capital Mangement
Florida
$596K
T
699
TrueFG
Texas
$596K
BFM
700
Boston Financial Management
Massachusetts
$596K +$283K +1,794 +105%