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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
KFC
976
Klingenstein Fields & Co
New York
$227K
VC
977
Veracity Capital
Georgia
$224K +$222K +1,356 New
NED
978
Nancy E. Dempze
$224K
NB
979
Nicolet Bankshares
Wisconsin
$224K -$90.9K -556 -13%
CPA
980
Court Place Advisors
Maryland
$223K
RHJA
981
Rice Hall James & Associates
California
$223K
CP
982
Covenant Partners
Tennessee
$223K +$221K +1,349 New
RT
983
Rockland Trust
Massachusetts
$223K -$134K -819 -38%
FMII
984
Farmers & Merchants Investments Inc
Nebraska
$221K
SPP
985
Single Point Partners
Massachusetts
$220K +$217K +1,327 New
WFA
986
WestHill Financial Advisors
California
$218K +$215K +1,316 New
STA
987
Summit Trail Advisors
New York
$216K +$213K +1,304 New
AA
988
Alta Advisers
United Kingdom
$215K
UB
989
UMB Bank
Missouri
$214K -$73.7K -451 -26%
OWP
990
Obermeyer Wealth Partners
Colorado
$213K +$211K +1,290 New
VWA
991
V Wealth Advisors
Kansas
$213K +$211K +1,290 New
NPA
992
Nichols & Pratt Advisers
Massachusetts
$211K +$209K +1,277 New
TCMP
993
Thrive Capital Management (Pennsylvania)
Pennsylvania
$211K +$208K +1,275 New
CC
994
Centiva Capital
New York
$210K +$208K +1,271 New
APA
995
Astoria Portfolio Advisors
New York
$208K +$197K +1,202 New
DBT
996
Dubuque Bank & Trust
Iowa
$208K +$205K +1,256 New
WMA
997
Wealth Management Associates
New Jersey
$208K -$35.8K -219 -15%
LA
998
LVW Advisors
New York
$207K +$205K +1,253 New
CGA
999
Crescent Grove Advisors
Illinois
$206K -$55.8K -341 -21%
IAIM
1000
International Assets Investment Management
Florida
$206K +$204K +1,245 New