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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
AC
801
ASB Consultores
Florida
$447K +$5.4K +33 +1%
RMDI
802
R.M. Davis Inc
Maine
$446K +$76.7K +469 +21%
SWA
803
Sutton Wealth Advisors
Florida
$444K -$2.62K -16 -0.6%
SWA
804
Stratos Wealth Advisors
Ohio
$443K +$27.5K +168 +7%
IDBONY
805
Israel Discount Bank of New York
New York
$441K -$19K -116 -4%
ZCA
806
Zeke Capital Advisors
Pennsylvania
$439K +$981 +6 +0.2%
CWM
807
C2C Wealth Management
Arizona
$439K
DMBA
808
Deseret Mutual Benefit Administrators
Utah
$437K -$449K -2,749 -51%
BRM
809
Boston Research & Management
Massachusetts
$436K +$2.78K +17 +0.6%
PAG
810
Private Advisor Group
New Jersey
$432K -$145K -888 -6%
RIM
811
Reliant Investment Management
Tennessee
$432K +$69.2K +423 +19%
CAI
812
Capital Advisors Inc
Oklahoma
$430K
T
813
TOBAM
France
$428K
OCBCO
814
Oversea-Chinese Banking Corp (OCBC)
Singapore
$427K +$422K +2,581 New
TSS
815
Two Sigma Securities
New York
$426K +$421K +2,575 New
IA
816
IFP Advisors
Florida
$425K +$48.4K +296 +6%
ECM
817
EagleClaw Capital Management
Massachusetts
$424K
NFC
818
Northeast Financial Consultants
Connecticut
$424K
WANY
819
Wealthspire Advisors (New York)
New York
$418K +$414K +2,529 New
CW
820
Connectus Wealth
Ohio
$418K +$413K +2,527 New
GWS
821
Glassman Wealth Services
Virginia
$417K +$10.1K +62 +3%
SPWM
822
Spartan Planning & Wealth Management
North Carolina
$413K +$175K +1,073 +76%
LOAMS
823
Lombard Odier Asset Management (Switzerland)
Switzerland
$412K +$407K +2,491 New
GCM
824
Gladius Capital Management
Illinois
$411K -$24.9K -152 -6%
I
825
InceptionR
California
$410K +$405K +2,479 New