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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
BWP
776
BSW Wealth Partners
Colorado
$442K +$53.4K +339 +15%
MME
777
Meag Munich Ergo
Germany
$441K +$403K +2,557 New
PCM
778
Penserra Capital Management
California
$435K +$48.6K +308 +14%
EI
779
Ellevest Inc
New York
$428K +$86.1K +546 +28%
LJHT
780
Laurie J. Hall Trustee
$425K
KFA
781
Krane Funds Advisors
New York
$425K +$54.9K +348 +16%
SI
782
Stephens Inc
Arkansas
$423K +$90.2K +572 +30%
SCM
783
SOL Capital Management
Maryland
$421K
AIP
784
ARS Investment Partners
New York
$418K
SWP
785
Stratos Wealth Partners
Ohio
$418K +$53.3K +338 +16%
AWM
786
Aberdeen Wealth Management
Illinois
$415K
PCP
787
Proficio Capital Partners
Massachusetts
$412K +$43.8K +278 +13%
FEG
788
Fund Evaluation Group
Ohio
$411K +$380K +2,411 New
WKWM
789
Walter & Keenan Wealth Management
Indiana
$409K
TC
790
Toews Corporation
New Jersey
$409K +$378K +2,400 New
GA
791
Geller Advisors
New York
$404K +$31.7K +201 +9%
T
792
TOBAM
France
$404K +$137K +872 +58%
PIA
793
Powell Investment Advisors
Florida
$402K +$1.42K +9 +0.4%
SLG
794
Stanley-Laman Group
Pennsylvania
$400K +$370K +2,348 New
BFPW
795
BOK Financial Private Wealth
Colorado
$399K +$31.4K +199 +9%
ICG
796
InterOcean Capital Group
Tennessee
$398K +$2.05K +13 +0.6%
CF
797
Centaurus Financial
California
$395K -$3.94K -25 -1%
LF
798
Lantz Financial
Illinois
$391K
MPI
799
Mairs & Power Inc
Minnesota
$389K +$126K +800 +54%
QI
800
Qtron Investments
Massachusetts
$387K +$358K +2,273 New