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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
SPA
951
Sherbrooke Park Advisers
New York
$248K +$245K +1,500 New
FHA
952
Flagship Harbor Advisors
Massachusetts
$246K
CHP
953
Cable Hill Partners
Oregon
$246K +$243K +1,485 New
MPI
954
Mairs & Power Inc
Minnesota
$246K +$7.85K +48 +3%
RA
955
RFG Advisory
Alabama
$244K -$10.1K -62 -4%
RP
956
Riverwater Partners
Wisconsin
$242K -$37.1K -227 -13%
CT
957
Columbia Trust
Oregon
$241K +$7.68K +47 +3%
VCM
958
Virtue Capital Management
Tennessee
$240K +$237K +1,451 New
PFS
959
Prospera Financial Services
Texas
$240K +$237K +1,448 New
TTWM
960
TCV Trust & Wealth Management
Virginia
$240K -$3.11K -19 -1%
PP
961
PFS Partners
New Jersey
$237K
SMA
962
Sage Mountain Advisors
Georgia
$237K +$234K +1,432 New
HFG
963
Heron Financial Group
New York
$234K
JIC
964
Joel Isaacson & Co
New York
$234K
SSWM
965
Smith Salley Wealth Management
North Carolina
$233K
CCA
966
Childress Capital Advisors
Texas
$233K -$5.07K -31 -2%
YIA
967
YHB Investment Advisors
Connecticut
$233K
CWP
968
Capital Wealth Planning
Florida
$232K
ECM
969
Evergreen Capital Management
Washington
$232K +$229K +1,400 New
AC
970
Avestar Capital
New York
$231K +$228K +1,397 New
FFP
971
FourThought Financial Partners
Florida
$230K +$227K +1,387 New
PP
972
PDS Planning
Ohio
$229K +$226K +1,385 New
GT
973
Glenview Trust
Kentucky
$229K -$5.56K -34 -2%
FCBT
974
First Citizens Bank & Trust
North Carolina
$228K -$13.1K -80 -5%
WSTAM
975
Wilbanks Smith & Thomas Asset Management
Virginia
$227K -$16.4K -100 -7%