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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
XSC
776
X-Square Capital
Puerto Rico
$504K +$19.8K +121 +4%
SRWM
777
Shira Ridge Wealth Management
California
$504K +$498K +3,044 New
NSAM
778
North Star Asset Management
Wisconsin
$501K
SB
779
Strategic Blueprint
Georgia
$493K -$2.78K -17 -0.6%
FBB
780
Fulton Breakefield Broenniman
Maryland
$490K +$8.18K +50 +2%
WSFS
781
Wilmington Savings Fund Society
Delaware
$487K
TWM
782
Thrive Wealth Management
Pennsylvania
$485K -$145K -886 -23%
MA
783
Montag & Associates
Georgia
$484K -$12.3K -75 -2%
RL
784
Ruffer LLP
United Kingdom
$482K
WP
785
WealthSource Partners
California
$479K -$7.2K -44 -1%
BONH
786
Bank of New Hampshire
New Hampshire
$477K -$50.7K -310 -10%
GL
787
Graypoint LLC
New York
$476K -$15K -92 -3%
GA
788
Geller Advisors
New York
$474K +$4.91K +30 +1%
KA
789
Kearns & Associates
California
$473K +$468K +2,860 New
LWAM
790
Legacy Wealth Asset Management
Minnesota
$473K +$6.21K +38 +1%
TFCP
791
Twin Focus Capital Partners
Massachusetts
$473K -$654 -4 -0.1%
SWP
792
Stratos Wealth Partners
Ohio
$471K -$10.5K -64 -2%
PCP
793
Proficio Capital Partners
Massachusetts
$471K +$4.74K +29 +1%
HWMA
794
Heritage Wealth Management (Arizona)
Arizona
$468K +$237K +1,448 +105%
BWM
795
Buckley Wealth Management
Nevada
$467K +$5.72K +35 +1%
SWM
796
Stockman Wealth Management
Montana
$462K
APWM
797
Atlas Private Wealth Management
New York
$459K +$36.1K +221 +9%
SC
798
SRB Corp
Massachusetts
$452K +$32.9K +201 +8%
CAG
799
Csenge Advisory Group
Florida
$448K -$25.8K -158 -6%
TBA
800
Tower Bridge Advisors
Pennsylvania
$447K