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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
V
701
VeraBank
Texas
$681K +$1.96K +12 +0.3%
ML
702
McAdam LLC
Pennsylvania
$680K -$4.42K -27 -0.7%
WWM
703
Western Wealth Management
Colorado
$676K -$617K -3,771 -48%
KC
704
Kenfarb & Co
Kentucky
$668K
AUB
705
Atlantic Union Bankshares
Virginia
$667K
EI
706
Ellevest Inc
New York
$657K +$95K +581 +17%
CANY
707
Caxton Associates (New York)
New York
$654K +$647K +3,954 New
MGIA
708
Matthew Goff Investment Advisor
Texas
$652K
CFB
709
Cullen/Frost Bankers
Texas
$650K +$64.3K +393 +11%
PI
710
PFS Investments
Georgia
$646K +$344K +2,103 +117%
SIA
711
Schechter Investment Advisors
Michigan
$643K +$13.7K +84 +2%
WCA
712
Waypoint Capital Advisors
Minnesota
$641K -$6.7K -41 -1%
HH
713
Hilltop Holdings
Texas
$636K -$17K -104 -3%
BRWA
714
B. Riley Wealth Advisors
Florida
$635K +$111K +681 +22%
GRP
715
Global Retirement Partners
California
$635K -$17K -104 -3%
BSW
716
Buckingham Strategic Wealth
Missouri
$634K +$49.4K +302 +9%
DWT
717
Dorsey & Whitney Trust
South Dakota
$633K -$7.68K -47 -1%
LSA
718
Leonteq Securities AG
Switzerland
$632K +$368K +2,251 +144%
GG
719
Gofen & Glossberg
Illinois
$629K +$19.6K +120 +3%
HCM
720
Hutchinson Capital Management
California
$618K -$8.34K -51 -1%
AP
721
Advisors Preferred
Maryland
$617K +$1.31K +8 +0.2%
WJWM
722
Williams Jones Wealth Management
New York
$616K -$81.8K -500 -12%
PA
723
Procyon Advisors
Connecticut
$615K +$90.4K +553 +17%
QT
724
Quantamental Technologies
New York
$615K -$493K -3,017 -45%
AWE
725
Avidian Wealth Enterprises
Texas
$611K -$8.99K -55 -1%