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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
WCWM
876
Willow Creek Wealth Management
California
$320K -$15.9K -97 -5%
CFG
877
CKW Financial Group
Hawaii
$317K +$491 +3 +0.2%
WCA
878
Westover Capital Advisors
Delaware
$314K -$18K -110 -5%
FAIM
879
Financial Advocates Investment Management
Washington
$313K +$310K +1,894 New
FFA
880
First Foundation Advisors
California
$313K -$31.4K -192 -9%
FCAG
881
First Capital Advisors Group
New Jersey
$312K -$6.38K -39 -2%
TFA
882
Transamerica Financial Advisors
Florida
$312K -$7.36K -45 -2%
CBFP
883
Cedar Brook Financial Partners
Ohio
$312K -$19.8K -121 -6%
APW
884
Acima Private Wealth
Virginia
$311K
KC
885
Kinloch Capital
Virginia
$311K -$4.91K -30 -2%
AHB
886
Abner Herrman & Brock
New Jersey
$308K
CT
887
Cambridge Trust
Massachusetts
$308K +$2.94K +18 +1%
SWA
888
SOA Wealth Advisors
New York
$307K -$818 -5 -0.3%
WS
889
Wedbush Securities
California
$305K +$302K +1,846 New
MPPW
890
Mitchell & Pahl Private Wealth
Oklahoma
$305K
AWA
891
Aaron Wealth Advisors
Illinois
$303K -$126K -768 -30%
IWC
892
Integrated Wealth Concepts
Massachusetts
$303K +$2.94K +18 +1%
JAG
893
Journey Advisory Group
Kentucky
$300K -$47.4K -290 -14%
TWA
894
Talisman Wealth Advisors
New Jersey
$300K +$296K +1,810 New
TA
895
TFB Advisors
Kansas
$300K +$296K +1,812 New
PCM
896
Parsons Capital Management
Rhode Island
$299K -$1.96K -12 -0.7%
NHT
897
New Hampshire Trust
New Hampshire
$298K +$295K +1,803 New
LGWM
898
Litman Gregory Wealth Management
California
$298K
EP
899
Edgestream Partners
New Jersey
$297K +$293K +1,794 New
CSWM
900
Cassady Schiller Wealth Management
Ohio
$292K -$1.31K -8 -0.5%