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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
FMLI
751
Fukoku Mutual Life Insurance
Japan
$549K
PCA
752
Personal Capital Advisors
California
$539K -$55.3K -338 -9%
AC
753
Abbrea Capital
California
$539K
4WM
754
44 Wealth Management
Oregon
$538K -$16.8K -103 -3%
RB
755
Rodgers Brothers
Pennsylvania
$538K
KBFS
756
Kohmann Bosshard Financial Services
Ohio
$537K
SG
757
Strid Group
Pennsylvania
$534K +$59.5K +364 +13%
CBNLCF
758
Cognios Beta Neutral Large Cap Fund
Kansas
$530K +$524K +3,203 New
DSC
759
Duncker Streett & Co
Missouri
$530K
RW
760
REDW Wealth
New Mexico
$528K
EHWM
761
Eads & Heald Wealth Management
Georgia
$526K
MFG
762
Merit Financial Group
Georgia
$524K +$518K +3,166 New
SCM
763
Shelton Capital Management
Colorado
$523K -$441K -2,700 -46%
BWP
764
BSW Wealth Partners
Colorado
$522K +$28.1K +172 +6%
BFA
765
Bill Few Associates
Pennsylvania
$521K
LIM
766
Leavell Investment Management
Alabama
$521K
SGI
767
Summit Global Investments
Utah
$518K +$3.43K +21 +0.7%
OCG
768
Opus Capital Group
Ohio
$516K -$19.6K -120 -4%
WFPG
769
Waller Financial Planning Group
Ohio
$515K +$1.8K +11 +0.4%
NP
770
NorthRock Partners
Minnesota
$513K +$21.7K +133 +4%
DWM
771
Defined Wealth Management
Oregon
$512K
RBC
772
Roble Belko & Company
Pennsylvania
$509K
AAMC
773
Asset Allocation & Management Company
Illinois
$507K +$223K +1,363 +80%
FFM
774
Forum Financial Management
Illinois
$506K +$26.2K +160 +6%
9WM
775
9258 Wealth Management
Ohio
$505K +$205K +1,251 +70%