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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
IA
826
IFP Advisors
Florida
$357K +$524K +3,322 +334%
APWM
827
Atlas Private Wealth Management
New York
$356K +$20.7K +131 +7%
CA
828
Cetera Advisors
Colorado
$355K +$20.2K +128 +7%
ZCA
829
Zeke Capital Advisors
Pennsylvania
$351K +$325K +2,059 New
FIM
830
Freedom Investment Management
Connecticut
$349K -$10.1K -64 -3%
MWA
831
Meridian Wealth Advisors
Texas
$349K +$631 +4 +0.2%
CWM
832
Congress Wealth Management
Massachusetts
$348K +$4.1K +26 +1%
WCWM
833
Willow Creek Wealth Management
California
$346K
S
834
Surevest
California
$343K
AHB
835
Abner Herrman & Brock
New Jersey
$342K
CIC
836
Chilton Investment Company
Connecticut
$342K
HAIM
837
Hunter Associates Investment Management
Pennsylvania
$341K
SCI
838
S&CO Inc
Massachusetts
$340K
FA
839
Faithward Advisors
Pennsylvania
$340K +$1.1K +7 +0.4%
AMR
840
Asset Management Resources
Massachusetts
$337K +$34.5K +219 +12%
KCM
841
Kanawha Capital Management
Virginia
$334K +$15.8K +100 +5%
AIA
842
Alera Investment Advisors
Illinois
$332K +$17.3K +110 +6%
CBFP
843
Cedar Brook Financial Partners
Ohio
$329K -$788 -5 -0.3%
CWP
844
Curated Wealth Partners
California
$329K
CFG
845
CKW Financial Group
Hawaii
$327K +$473 +3 +0.2%
BOTW
846
Bank of the West
California
$326K -$33.9K -215 -10%
PCM
847
Parsons Capital Management
Rhode Island
$323K
CCG
848
Cypress Capital Group
Florida
$323K +$69.7K +442 +30%
MPPW
849
Mitchell & Pahl Private Wealth
Oklahoma
$322K -$9.3K -59 -3%
BP
850
BBR Partners
New York
$321K -$2.68K -17 -0.9%