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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
TBA
751
Tower Bridge Advisors
Pennsylvania
$494K -$47.3K -300 -9%
RL
752
Ruffer LLP
United Kingdom
$494K
IDBONY
753
Israel Discount Bank of New York
New York
$488K -$9.93K -63 -2%
SG
754
Strid Group
Pennsylvania
$488K
Dodge & Cox
755
Dodge & Cox
California
$487K
TFCP
756
Twin Focus Capital Partners
Massachusetts
$487K +$1.89K +12 +0.4%
RMCM
757
Reynders McVeigh Capital Management
Massachusetts
$481K -$90.3K -573 -17%
SWM
758
Stockman Wealth Management
Montana
$475K -$31.5K -200 -7%
SIA
759
Schechter Investment Advisors
Michigan
$470K +$75.4K +478 +21%
XSC
760
X-Square Capital
Puerto Rico
$467K +$34.5K +219 +9%
CFAM
761
Center For Asset Management
Florida
$466K +$65.7K +417 +18%
BP
762
Ballentine Partners
Massachusetts
$465K +$15K +95 +4%
DDC
763
DF Dent & Co
Maryland
$463K +$32.6K +207 +8%
FB
764
Fulton Bank
Pennsylvania
$461K +$4.57K +29 +1%
SWA
765
Stratos Wealth Advisors
Ohio
$461K +$76K +482 +22%
SWA
766
Sutton Wealth Advisors
Florida
$453K +$2.52K +16 +0.6%
PA
767
Procyon Advisors
Connecticut
$452K +$70.2K +445 +20%
VFA
768
Valeo Financial Advisors
Indiana
$452K +$83.9K +532 +25%
WWM
769
Windsor Wealth Management
Indiana
$448K -$10.7K -68 -3%
CWM
770
C2C Wealth Management
Arizona
$448K
IC
771
Inscription Capital
Texas
$447K
CWM
772
Cahaba Wealth Management
Georgia
$446K -$11K -70 -2%
BRM
773
Boston Research & Management
Massachusetts
$446K
ECM
774
EagleClaw Capital Management
Massachusetts
$444K
CAI
775
Capital Advisors Inc
Oklahoma
$443K