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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
WCM
801
Wallace Capital Management
Texas
$386K
RWM
802
Ritholtz Wealth Management
New York
$385K +$132K +840 +59%
GA
803
GraniteShares Advisors
New York
$384K -$17.7K -112 -5%
PCM
804
Pointe Capital Management
Michigan
$381K +$10.7K +68 +3%
BDWM
805
Brewin Dolphin Wealth Management
Ireland
$379K
GL
806
Graypoint LLC
New York
$379K +$23.6K +150 +7%
FCI
807
Financial Counselors Inc
Kansas
$376K -$5.2K -33 -1%
GWS
808
Glassman Wealth Services
Virginia
$376K +$9.46K +60 +3%
AF
809
Advisornet Financial
Minnesota
$375K +$7.25K +46 +2%
PWM
810
Perigon Wealth Management
California
$374K +$7.72K +49 +2%
RIM
811
Reliant Investment Management
Tennessee
$373K -$68.6K -435 -17%
DI
812
DFPG Investments
Utah
$373K
SHWM
813
Smith & Howard Wealth Management
Georgia
$373K
BDF
814
Balasa Dinverno & Foltz
$372K
GC
815
Gilbert & Cook
Iowa
$372K +$5.99K +38 +2%
SPC
816
Sigma Planning Corp
Michigan
$371K +$85.4K +542 +33%
BRWA
817
B. Riley Wealth Advisors
Florida
$370K -$111K -706 -25%
IGWM
818
ICA Group Wealth Management
Colorado
$368K +$367K +2,330 New
WCA
819
Westover Capital Advisors
Delaware
$365K -$71.1K -451 -17%
CWC
820
Carolinas Wealth Consulting
North Carolina
$365K +$4.73K +30 +1%
SWP
821
Strategic Wealth Partners
Ohio
$363K +$86.4K +548 +35%
CS
822
Comerica Securities
Michigan
$362K +$37.7K +239 +13%
WP
823
WealthSource Partners
California
$360K +$19.1K +121 +6%
JAG
824
Journey Advisory Group
Kentucky
$359K
SFA
825
Sequoia Financial Advisors
Ohio
$359K +$143K +906 +76%