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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
GLA
951
Great Lakes Advisors
Illinois
$216K +$200K +1,269 New
DHFB
952
Dixon Hubard Feinour & Brown
Virginia
$215K
SB
953
Sunflower Bank
Texas
$215K
OWP
954
Obermeyer Wealth Partners
Colorado
$213K
MFW
955
Meristem Family Wealth
Minnesota
$211K -$7.09K -45 -3%
FFA
956
First Foundation Advisors
California
$211K +$196K +1,241 New
CPO
957
Cerity Partners OCIO
New York
$210K -$946 -6 -0.5%
HIA
958
Harbor Investment Advisory
Maryland
$209K -$8.67K -55 -4%
MRWM
959
ML&R Wealth Management
Texas
$208K +$3K +19 +2%
JWCA
960
J.W. Cole Advisors
Florida
$207K -$16.7K -106 -8%
CIA
961
Choate Investment Advisors
Massachusetts
$207K
RPC
962
Rossmore Private Capital
Connecticut
$207K
DWA
963
Douglass Winthrop Advisors
New York
$205K -$23.8K -151 -11%
FIM
964
Fernwood Investment Management
Massachusetts
$205K
NJBEST
965
New Jersey Better Educational Savings Trust
New Jersey
$205K
PIM
966
Perpetual Investment Management
Australia
$205K
PFA
967
Pathway Financial Advisors
Vermont
$205K +$189K +1,200 New
GVAG
968
Great Valley Advisor Group
Delaware
$204K -$41.6K -264 -18%
VC
969
Veracity Capital
Georgia
$204K +$3.31K +21 +2%
DWM
970
Destination Wealth Management
California
$203K -$159K -1,010 -46%
GWANC
971
Guardian Wealth Advisors (North Carolina)
North Carolina
$203K +$188K +1,191 New
APP
972
Avantax Planning Partners
Iowa
$202K
MA
973
Mutual Advisors
Nebraska
$202K +$4.89K +31 +3%
LPIC
974
LeJeune Puetz Investment Counsel
Michigan
$199K
PCH
975
Polar Capital Holdings
United Kingdom
$196K +$14.5M +91,757 +9%