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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
CWP
926
Capital Wealth Planning
Florida
$239K
JIC
927
Joel Isaacson & Co
New York
$239K
SSWM
928
Smith Salley Wealth Management
North Carolina
$239K +$221K +1,400 New
SMA
929
Sage Mountain Advisors
Georgia
$238K -$11.7K -74 -5%
MAM
930
Magellan Asset Management
Australia
$237K -$15.8K -100 -7%
TAIM
931
TD Ameritrade Investment Management
Nebraska
$237K -$14.7K -93 -6%
PFS
932
Prospera Financial Services
Texas
$236K +$218K +1,384 New
JSW
933
Journey Strategic Wealth
New Jersey
$235K +$3.78K +24 +2%
HWMA
934
Heritage Wealth Management (Arizona)
Arizona
$235K +$217K +1,378 New
KFC
935
Klingenstein Fields & Co
New York
$233K
NED
936
Nancy E. Dempze
$231K
CPA
937
Court Place Advisors
Maryland
$230K
RHJA
938
Rice Hall James & Associates
California
$230K
JC
939
JB Capital
Connecticut
$229K -$33.6K -213 -14%
WFA
940
WestHill Financial Advisors
California
$228K -$4.1K -26 -2%
IBOK
941
Independence Bank of Kentucky
Kentucky
$224K -$67K -425 -24%
BCM
942
Bayesian Capital Management
New York
$222K -$698K -4,430 -77%
AWA
943
Arete Wealth Advisors
Illinois
$222K
RWM
944
RKL Wealth Management
Pennsylvania
$222K
TCMP
945
Thrive Capital Management (Pennsylvania)
Pennsylvania
$222K +$3.63K +23 +2%
SOW
946
State of Wyoming
Wyoming
$222K +$82.4K +523 +67%
AT
947
Arvest Trust
Oklahoma
$220K -$9.77K -62 -5%
DA
948
DSC Advisors
Illinois
$220K +$204K +1,293 New
FMII
949
Farmers & Merchants Investments Inc
Nebraska
$218K
LA
950
LVW Advisors
New York
$218K +$1.26K +8 +0.6%