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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
SIM
676
Sentry Investment Management
Wisconsin
$774K +$213K +1,302 +39%
JWM
677
JGP Wealth Management
Oregon
$773K -$818 -5 -0.1%
DCM
678
Donaldson Capital Management
Indiana
$773K +$164 +1 +0%
Luther King Capital Management (LKCM)
679
Luther King Capital Management (LKCM)
Texas
$772K -$8.99K -55 -1%
IAN
680
Integrated Advisors Network
Texas
$771K -$192K -1,176 -20%
EWA
681
EverSource Wealth Advisors
Alabama
$770K -$262K -1,601 -26%
MCM
682
Manchester Capital Management
Vermont
$758K +$303K +1,854 +68%
PWMAG
683
Pinnacle Wealth Management Advisory Group
New Jersey
$750K +$5.72K +35 +0.8%
SP
684
Symmetry Partners
Connecticut
$745K -$107K -655 -13%
BFM
685
Boston Financial Management
Massachusetts
$742K +$131K +802 +22%
QPWM
686
Quadrant Private Wealth Management
Pennsylvania
$738K +$729K +4,458 New
GIA
687
Gateway Investment Advisers
Ohio
$737K +$188K +1,150 +35%
DADC
688
D.A. Davidson & Co
Montana
$731K +$61.2K +374 +9%
AWA
689
Amplius Wealth Advisors
Pennsylvania
$730K -$818 -5 -0.1%
SSA
690
Schonfeld Strategic Advisors
New York
$729K -$2.88M -17,611 -80%
MME
691
Meag Munich Ergo
Germany
$728K
First Manhattan
692
First Manhattan
New York
$721K +$16.8K +103 +2%
SAM
693
Strategy Asset Managers
California
$718K +$491 +3 +0.1%
WFI
694
West Family Investments
California
$717K
FCI
695
Financial Counselors Inc
Kansas
$714K +$45.3K +277 +7%
BCV
696
Banque Cantonale Vaudoise
Switzerland
$697K -$2.28M -13,947 -77%
DGAM
697
Desjardins Global Asset Management
Quebec, Canada
$697K -$3.27K -20 -0.5%
BIP
698
Blueprint Investment Partners
North Carolina
$692K +$317K +1,941 +87%
BPC
699
Banque Pictet & Cie
Switzerland
$686K -$41.5K -254 -6%
SL
700
Sonnipe Ltd
Isle Of Man
$685K +$677K +4,140 New