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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
MCM
701
MAI Capital Management
Ohio
$591K -$25.4K -161 -4%
HC
702
Henshaw Capital
Massachusetts
$591K
MC
703
Machina Capital
France
$590K +$194K +1,231 +55%
DWM
704
Dakota Wealth Management
Florida
$590K +$308K +1,955 +130%
TWM
705
Thrive Wealth Management
Pennsylvania
$587K +$120K +764 +29%
GRP
706
Global Retirement Partners
California
$587K +$603K +3,824 New
GCMG
707
Gyroscope Capital Management Group
Florida
$583K -$43.8K -278 -8%
LSA
708
Leonteq Securities AG
Switzerland
$581K -$213K -1,353 -28%
KFP
709
KB Financial Partners
New Jersey
$577K +$61.2K +388 +13%
CIM
710
Contravisory Investment Management
Massachusetts
$574K +$15K +95 +3%
BSW
711
Buckingham Strategic Wealth
Missouri
$571K -$42.4K -269 -7%
NB
712
Nicolet Bankshares
Wisconsin
$571K +$21K +133 +4%
KCM
713
Kathmere Capital Management
Pennsylvania
$571K +$220K +1,393 +71%
4WM
714
44 Wealth Management
Oregon
$569K -$63.7K -404 -11%
DW
715
Domani Wealth
Pennsylvania
$569K
ML
716
McAdam LLC
Pennsylvania
$567K -$92.5K -587 -15%
DCP
717
DSM Capital Partners
Florida
$559K
XT
718
XTX Topco
Cayman Islands
$559K +$517K +3,279 New
AC
719
Abbrea Capital
California
$555K
CFB
720
Cullen/Frost Bankers
Texas
$554K -$26.8K -170 -5%
RB
721
Rodgers Brothers
Pennsylvania
$554K
PCS
722
Personal CFO Solutions
New Jersey
$554K +$11.8K +75 +2%
SC
723
Savant Capital
Illinois
$553K -$10.4K -66 -2%
KBFS
724
Kohmann Bosshard Financial Services
Ohio
$553K
BONH
725
Bank of New Hampshire
New Hampshire
$552K -$33.1K -210 -6%