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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
APW
851
Acima Private Wealth
Virginia
$321K
CT
852
Cambridge Trust
Massachusetts
$319K -$166K -1,052 -36%
BCM
853
Brookstone Capital Management
Illinois
$319K -$8.2K -52 -3%
SWM
854
SeaCrest Wealth Management
New York
$317K
CA
855
Continuum Advisory
Idaho
$317K +$309K +1,958 New
SWA
856
SOA Wealth Advisors
New York
$316K +$946 +6 +0.3%
MHS
857
M Holdings Securities
Oregon
$316K +$292K +1,852 New
VT
858
Vise Technologies
New York
$315K +$292K +1,850 New
PP
859
Palladium Partners
Virginia
$314K -$3.31K -21 -1%
FAM
860
Fulcrum Asset Management
United Kingdom
$314K
DBT
861
Dubuque Bank & Trust
Iowa
$313K -$19.2K -122 -6%
AG
862
AlphaSimPlex Group
Massachusetts
$309K -$338K -2,145 -54%
QTM
863
qPULA Trading Management
New York
$307K +$284K +1,800 New
NB
864
NBT Bank
New York
$306K +$3K +19 +1%
BBNA
865
Bremer Bank National Association
Minnesota
$305K -$1.04M -6,577 -79%
IAA
866
Independent Advisor Alliance
North Carolina
$303K -$2.05K -13 -0.7%
CSWM
867
Cassady Schiller Wealth Management
Ohio
$302K -$473 -3 -0.2%
CIBC World Market
868
CIBC World Market
Ontario, Canada
$300K -$4.2M -26,662 -94%
UB
869
UMB Bank
Missouri
$300K -$25.2K -160 -8%
CG
870
Colony Group
Massachusetts
$299K
DAS
871
Dynamic Advisor Solutions
Arizona
$298K +$81K +514 +42%
FHA
872
Flagship Harbor Advisors
Massachusetts
$296K -$85.8K -544 -24%
CCP
873
Clarkston Capital Partners
Michigan
$294K
WMA
874
Wealth Management Associates
New Jersey
$293K -$4.89K -31 -2%
IWC
875
Integrated Wealth Concepts
Massachusetts
$293K