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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
SI
726
Stephens Inc
Arkansas
$609K +$205K +1,252 +52%
KFP
727
KB Financial Partners
New Jersey
$608K -$19.6K -120 -3%
FB
728
Fulton Bank
Pennsylvania
$603K +$151K +921 +34%
QCM
729
Quantinno Capital Management
New York
$602K +$155K +948 +35%
PP
730
Paloma Partners
Connecticut
$602K +$414K +2,534 +230%
AFP
731
Ausdal Financial Partners
Iowa
$595K +$1.47K +9 +0.3%
BP
732
Ballentine Partners
Massachusetts
$593K -$164 -1 -0%
SFS
733
Stiles Financial Services
Minnesota
$580K -$39.2K -240 -6%
T
734
TrueFG
Texas
$579K
NCM
735
Noesis Capital Mangement
Florida
$579K
SFA
736
Sequoia Financial Advisors
Ohio
$576K +$197K +1,204 +53%
MC
737
Moors & Cabot
Massachusetts
$574K +$32.5K +199 +6%
VT
738
Vise Technologies
New York
$573K +$193K +1,182 +52%
CT
739
Caldwell Trust
Florida
$572K -$63.4K -388 -10%
DWM
740
Dakota Wealth Management
Florida
$572K -$62.6K -383 -10%
AWA
741
Archvest Wealth Advisors
California
$569K -$36.5K -223 -6%
ACG
742
Allen Capital Group
Nebraska
$569K +$562K +3,436 New
GCMG
743
Gyroscope Capital Management Group
Florida
$564K -$491 -3 -0.1%
TFS
744
TrustCore Financial Services
Tennessee
$562K +$11K +67 +2%
SC
745
Savant Capital
Illinois
$561K -$8.34K -51 -1%
VFA
746
Valeo Financial Advisors
Indiana
$558K +$230K +1,408 +72%
KCM
747
Kathmere Capital Management
Pennsylvania
$558K +$129K +788 +31%
AWS
748
Atria Wealth Solutions
New York
$555K +$255K +1,558 +87%
PCS
749
Personal CFO Solutions
New Jersey
$555K +$15.5K +95 +3%
DW
750
Domani Wealth
Pennsylvania
$553K