We are live on ! Find out more
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
DA
901
Dillon & Associates
Michigan
$260K -$3.15K -20 -1%
CWM
902
Curi Wealth Management
North Carolina
$260K +$70.6K +448 +41%
PP
903
PFS Partners
New Jersey
$257K -$788 -5 -0.3%
SWM
904
Spire Wealth Management
Virginia
$257K -$49.7K -315 -17%
AC
905
Asio Capital
Kentucky
$256K -$31.5K -200 -12%
PP
906
Paloma Partners
Connecticut
$254K +$235K +1,488 New
CCA
907
Childress Capital Advisors
Texas
$252K +$10.6K +67 +5%
FA
908
Fermata Advisors
California
$251K -$39.6K -251 -15%
YIA
909
YHB Investment Advisors
Connecticut
$251K -$7.25K -46 -3%
PP
910
Patron Partners
Texas
$251K -$788 -5 -0.3%
OL
911
Optas LLC
Texas
$250K +$9.3K +59 +4%
QCM
912
Quantinno Capital Management
New York
$250K +$231K +1,467 New
NEPPG
913
New England Professional Planning Group
Rhode Island
$249K
ACM
914
Advisors Capital Management
New Jersey
$249K +$230K +1,462 New
IC
915
Intersect Capital
California
$248K +$230K +1,456 New
TTWM
916
TCV Trust & Wealth Management
Virginia
$247K
CCMG
917
Clark Capital Management Group
Pennsylvania
$246K -$59K -374 -21%
HFG
918
Heron Financial Group
New York
$246K
AWS
919
Atria Wealth Solutions
New York
$246K +$227K +1,442 New
FCBT
920
First Citizens Bank & Trust
North Carolina
$245K +$15.1K +96 +7%
AWM
921
Axxcess Wealth Management
California
$245K +$32K +203 +16%
FF
922
FourThought Financial
Florida
$244K -$4.89K -31 -2%
CT
923
Columbia Trust
Oregon
$241K -$14.2K -90 -6%
VFA
924
Voya Financial Advisors
Connecticut
$240K -$1.42K -9 -0.6%
MC
925
Middleton & Co
Massachusetts
$240K