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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
MPWT
1001
MassMutual Private Wealth & Trust
Connecticut
$206K +$20.9K +128 +11%
NCM
1002
Northside Capital Management
Oregon
$204K +$202K +1,235 New
MRWM
1003
ML&R Wealth Management
Texas
$203K +$201K +1,229 New
EHC
1004
Everett Harris & Co
California
$203K +$201K +1,229 New
CPO
1005
Cerity Partners OCIO
New York
$201K +$199K +1,218 New
CIA
1006
Choate Investment Advisors
Massachusetts
$201K +$198K +1,213 New
RPC
1007
Rossmore Private Capital
Connecticut
$201K +$198K +1,213 New
NEPPG
1008
New England Professional Planning Group
Rhode Island
$200K +$198K +1,211 New
MC
1009
Middleton & Co
Massachusetts
$200K +$198K +1,210 New
LPIC
1010
LeJeune Puetz Investment Counsel
Michigan
$193K
IBOK
1011
Independence Bank of Kentucky
Kentucky
$191K -$22.9K -140 -11%
HT
1012
Headlands Technologies
Illinois
$191K +$189K +1,155 New
HCM
1013
Hollencrest Capital Management
California
$190K +$188K +1,149 New
RTC
1014
Riverview Trust Company
Washington
$186K +$34.3K +210 +23%
DFCM
1015
Dark Forest Capital Management
Puerto Rico
$183K +$181K +1,106 New
GC
1016
Garde Capital
Washington
$182K +$4.74K +29 +3%
SWM
1017
Spire Wealth Management
Virginia
$174K +$18.8K +115 +12%
MAM
1018
Magellan Asset Management
Australia
$173K -$48.1K -294 -22%
IGWM
1019
ICA Group Wealth Management
Colorado
$168K -$233K -1,426 -58%
DWA
1020
Dougherty Wealth Advisers
Minnesota
$163K
ASBI
1021
American State Bank (Iowa)
Iowa
$161K -$9.81K -60 -6%
CTC
1022
Central Trust Company
Missouri
$161K +$9.16K +56 +6%
GBT
1023
Grove Bank & Trust
Florida
$154K +$153K +933 New
BWP
1024
Baldwin Wealth Partners
Massachusetts
$152K +$150K +916 New
RBC
1025
Romano Brothers & Co
Illinois
$151K +$150K +915 New