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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
OCG
726
Opus Capital Group
Ohio
$552K
AG
727
AIA Group
Hong Kong
$552K +$150K +951 +42%
TCBWMS
728
Texas Capital Bank Wealth Management Services
Texas
$550K +$44K +279 +9%
BFA
729
Bill Few Associates
Pennsylvania
$547K
DSC
730
Duncker Streett & Co
Missouri
$545K -$158K -1,000 -24%
RW
731
REDW Wealth
New Mexico
$544K
BA
732
Bellwether Advisors
Nebraska
$539K +$440K +2,789 +744%
LIM
733
Leavell Investment Management
Alabama
$537K
MA
734
Montag & Associates
Georgia
$534K
VI
735
Versor Investments
New York
$533K -$516K -3,273 -51%
RT
736
Rockland Trust
Massachusetts
$532K -$167K -1,061 -25%
DWM
737
Defined Wealth Management
Oregon
$527K
FBB
738
Fulton Breakefield Broenniman
Maryland
$527K +$487K +3,090 New
PWMAG
739
Pinnacle Wealth Management Advisory Group
New Jersey
$525K
WFPG
740
Waller Financial Planning Group
Ohio
$525K +$1.73K +11 +0.4%
MC
741
Moors & Cabot
Massachusetts
$523K +$38K +241 +9%
FFM
742
Forum Financial Management
Illinois
$519K +$788 +5 +0.2%
SPWM
743
Spartan Planning & Wealth Management
North Carolina
$519K +$480K +3,046 New
NSAM
744
North Star Asset Management
Wisconsin
$516K +$5.52K +35 +1%
SB
745
Strategic Blueprint
Georgia
$514K +$6.94K +44 +1%
NP
746
NorthRock Partners
Minnesota
$513K +$70.8K +449 +18%
BONST
747
Bank of Nova Scotia Trust
Ontario, Canada
$503K +$278K +1,766 +149%
E
748
Ergoteles
New York
$503K +$466K +2,953 New
BG
749
Bollard Group
Massachusetts
$502K +$1.58K +10 +0.3%
MYLI
750
Meiji Yasuda Life Insurance
Japan
$502K +$114K +720 +32%