We are live on ! Find out more
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
MC
926
Machina Capital
France
$265K -$352K -2,151 -57%
BOTW
927
Bank of the West
California
$262K -$36.8K -225 -12%
LSA
928
Lion Street Advisors
Texas
$262K +$654 +4 +0.3%
CM
929
Capital Management
Virginia
$261K
Dimensional Fund Advisors
930
Dimensional Fund Advisors
Texas
$261K -$4.11M -25,133 -2%
CAM
931
Carret Asset Management
New York
$261K
DI
932
Diligent Investors
California
$261K -$16.4K -100 -6%
AP
933
Appleton Partners
Massachusetts
$260K
VFA
934
Voya Financial Advisors
Connecticut
$259K +$6.54K +40 +3%
AAS
935
Ameritas Advisory Services
Nebraska
$259K +$256K +1,564 New
B
936
Bailard
California
$257K
KIG
937
Kessler Investment Group
Indiana
$257K +$3.43K +21 +1%
RIM
938
Rockbridge Investment Management
New York
$257K
CA
939
Continuum Advisory
Idaho
$256K -$16K -98 -6%
GA
940
GraniteShares Advisors
New York
$255K -$42.2K -258 -14%
DA
941
Detalus Advisors
Missouri
$255K +$252K +1,541 New
IFG
942
Independent Financial Group
California
$254K +$251K +1,537 New
FFS
943
Founders Financial Securities
Maryland
$254K +$251K +1,534 New
BEI
944
Benjamin Edwards Inc
Missouri
$253K +$21.1K +129 +9%
PWMG
945
Prestige Wealth Management Group
New Jersey
$253K +$14.7K +90 +6%
FCA
946
Fortis Capital Advisors
Kansas
$252K +$249K +1,525 New
PP
947
Patron Partners
Texas
$251K +$7.2K +44 +3%
WB
948
WesBanco Bank
West Virginia
$250K -$3.6K -22 -1%
DA
949
Dillon & Associates
Michigan
$250K -$1.8K -11 -0.7%
GFP
950
Gryphon Financial Partners
Ohio
$250K -$8.67K -53 -3%