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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
KFS
1001
Kelly Financial Services
Massachusetts
$139K
RTC
1002
Riverview Trust Company
Washington
$137K +$63.4K +402 +101%
CTC
1003
Central Trust Company
Missouri
$134K -$3.94K -25 -3%
BCM
1004
Bourgeon Capital Management
Connecticut
$130K
NO
1005
Ninety One
South Africa
$126K
HNWAG
1006
High Net Worth Advisory Group
Florida
$122K -$23.3K -148 -17%
VC
1007
Vestor Capital
Illinois
$117K -$10.2K -65 -9%
TFGT
1008
TS Financial Group (TSFG)
Illinois
$117K
AS
1009
Altshuler Shaham
Israel
$116K +$4.26K +27 +4%
AF
1010
Allworth Financial
California
$112K +$32.8K +208 +46%
PFBT
1011
Parkside Financial Bank & Trust
Missouri
$107K -$11.2K -71 -10%
BWL
1012
Bogart Wealth LLC
Virginia
$107K
TF
1013
Tompkins Financial
New York
$105K
DBG
1014
De Burlo Group
Massachusetts
$102K +$94.6K +600 New
MHR
1015
Matthew Hamilton Rosenberg
$100K +$62.7K +398 +208%
TSWM
1016
Tyler-Stone Wealth Management
Ohio
$91K -$946 -6 -1%
PCTC
1017
Perkins Coie Trust Company
Washington
$87K
SC
1018
Solstein Capital
California
$86K
FHA
1019
First Horizon Advisors
Tennessee
$86K +$13.7K +87 +21%
PAI
1020
Pittenger & Anderson Inc
Nebraska
$85K
Koshinski Asset Management
1021
Koshinski Asset Management
Illinois
$78.2K +$2.68K +17 +4%
ICM
1022
Islay Capital Management
Texas
$77K
AA
1023
Addison Advisors
Vermont
$77K +$23.6K +150 +49%
JGIA
1024
Jackson Grant Investment Advisers
Connecticut
$75K +$158 +1 +0.2%
DC
1025
DeDora Capital
California
$74K +$68.6K +435 New