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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
PCG
976
Private Capital Group
Connecticut
$195K +$1.58K +10 +0.9%
BEI
977
Benjamin Edwards Inc
Missouri
$190K +$39.6K +251 +29%
RBC
978
Roble Belko & Company
Pennsylvania
$186K +$172K +1,090 New
CCM
979
Covington Capital Management
California
$182K
GC
980
Garde Capital
Washington
$182K
ASBI
981
American State Bank (Iowa)
Iowa
$176K
CWP
982
Concord Wealth Partners
Virginia
$175K +$2.84K +18 +2%
PMFA
983
Plante Moran Financial Advisors
Michigan
$171K -$22.9K -145 -13%
DWA
984
Dougherty Wealth Advisers
Minnesota
$168K
APF
985
Alaska Permanent Fund
Alaska
$168K +$1.73K +11 +1%
MPWT
986
MassMutual Private Wealth & Trust
Connecticut
$164K -$18.4K -117 -11%
CFO
987
CVA Family Office
Colorado
$163K +$78K +495 +108%
BWM
988
BerganKDV Wealth Management
Minnesota
$161K
HCP
989
Hexagon Capital Partners
Arkansas
$160K +$631 +4 +0.4%
BFC
990
Bedel Financial Consulting
Indiana
$159K -$1.58K -10 -1%
PI
991
PEAK6 Investments
Illinois
$159K +$147K +932 New
PWMG
992
Prestige Wealth Management Group
New Jersey
$157K +$10.7K +68 +8%
ETC
993
Exchange Traded Concepts
Oklahoma
$156K -$10.7K -68 -7%
ARMC
994
American Research & Management Company
Massachusetts
$156K
C
995
Covestor
United Kingdom
$155K +$66.2K +420 +85%
FAM
996
Fred Alger Management
New York
$154K +$16.9K +107 +13%
KLWA
997
Kelly Lawrence W & Associates
California
$153K
WB
998
Webster Bank
Connecticut
$153K
WTA
999
Washington Trust Advisors
Massachusetts
$146K -$6.94K -44 -5%
GWM
1000
Geneos Wealth Management
Colorado
$146K