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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
UPC
851
Utah Peaks Capital
Utah
$362K +$357K +2,185 New
GC
852
Gilbert & Cook
Iowa
$361K
FIM
853
Freedom Investment Management
Connecticut
$360K -$39.6K -242 -10%
IC
854
Inscription Capital
Texas
$357K
CWC
855
Carolinas Wealth Consulting
North Carolina
$351K -$3.43K -21 -1%
ETH
856
Exos TFP Holdings
New York
$348K +$91.1K +557 +36%
GLA
857
Good Life Advisors
Pennsylvania
$347K +$343K +2,097 New
AWM
858
Axxcess Wealth Management
California
$347K +$21.9K +134 +7%
FA
859
Faithward Advisors
Pennsylvania
$345K +$12.3K +75 +4%
CC
860
Cipher Capital
New York
$345K +$341K +2,084 New
PPC
861
Park Place Capital
Alabama
$340K +$336K +2,057 New
AIA
862
Alera Investment Advisors
Illinois
$338K -$1.15K -7 -0.3%
CCWM
863
Cassaday & Co Wealth Management
Virginia
$337K +$333K +2,035 New
CIC
864
Chilton Investment Company
Connecticut
$332K
SCI
865
S&CO Inc
Massachusetts
$330K
Verition Fund Management
866
Verition Fund Management
Connecticut
$328K -$989K -6,049 -75%
DAS
867
Dynamic Advisor Solutions
Arizona
$328K +$38.6K +236 +14%
AMR
868
Asset Management Resources
Massachusetts
$327K -$6.05K -37 -2%
MSFS
869
Main Street Financial Solutions
Pennsylvania
$326K +$321K +1,966 New
WCM
870
Wallace Capital Management
Texas
$324K -$8.18K -50 -2%
KCM
871
Kanawha Capital Management
Virginia
$324K
CWM
872
Congress Wealth Management
Massachusetts
$323K
MA
873
Mutual Advisors
Nebraska
$323K +$29.9K +183 +10%
SWM
874
SeaCrest Wealth Management
New York
$321K +$21.6K +132 +7%
BCM
875
Brookstone Capital Management
Illinois
$321K +$8.67K +53 +3%