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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
RMCM
826
Reynders McVeigh Capital Management
Massachusetts
$410K
EFS
827
Essex Financial Services
Connecticut
$408K -$1.96K -12 -0.5%
AF
828
Advisornet Financial
Minnesota
$408K -$75.1K -459 -16%
ANTB
829
AMG National Trust Bank
Colorado
$407K +$44.8K +274 +13%
FIA
830
Foundations Investment Advisors
Arizona
$406K +$48.9K +299 +14%
AIP
831
ARS Investment Partners
New York
$406K
SCM
832
SOL Capital Management
Maryland
$405K
AWM
833
Aberdeen Wealth Management
Illinois
$403K
MWM
834
Meritas Wealth Management
California
$402K +$397K +2,427 New
WKWM
835
Walter & Keenan Wealth Management
Indiana
$400K
LJHT
836
Laurie J. Hall Trustee
$396K
WPW
837
Waldron Private Wealth
Pennsylvania
$394K
PIA
838
Powell Investment Advisors
Florida
$390K
CWM
839
Cahaba Wealth Management
Georgia
$385K -$654 -4 -0.2%
ICG
840
InterOcean Capital Group
Tennessee
$384K
SPC
841
Sigma Planning Corp
Michigan
$382K +$5.07K +31 +1%
NB
842
NBT Bank
New York
$381K -$94K -575 -20%
M
843
Mirova
France
$379K -$43.3K -265 -10%
PCM
844
Pointe Capital Management
Michigan
$375K
BONST
845
Bank of Nova Scotia Trust
Ontario, Canada
$372K -$14.7K -90 -4%
DA
846
Drake & Associates
Wisconsin
$369K +$53.8K +329 +17%
DOA
847
D'Orazio & Associates
Virginia
$365K +$19.1K +117 +6%
BWM
848
BerganKDV Wealth Management
Minnesota
$365K -$52.7K -322 -13%
SHWM
849
Smith & Howard Wealth Management
Georgia
$362K
PG
850
Pendal Group
Australia
$362K +$358K +2,188 New