We are live on ! Find out more
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
GI
1026
Gradient Investments
Minnesota
$73K
GEA
1027
Glen Eagle Advisors
New Jersey
$72.4K
PFGIA
1028
Patriot Financial Group Insurance Agency
Massachusetts
$72K +$158 +1 +0.2%
APP
1029
Alpha Paradigm Partners
Illinois
$71K +$65.9K +418 New
AWM
1030
Avior Wealth Management
Nebraska
$70K +$315 +2 +0.5%
EIP
1031
Ellis Investment Partners
Pennsylvania
$69K
CCA
1032
Column Capital Advisors
Indiana
$67K -$946 -6 -1%
Jones Financial Companies
1033
Jones Financial Companies
Missouri
$66K -$58.3K -370 -49%
VCM
1034
Versant Capital Management
Arizona
$64K
SBL
1035
Sargent Bickham Lagudis
Colorado
$62K
SCM
1036
Silvant Capital Management
Georgia
$61K
T
1037
TCWP
Ohio
$61K +$57.2K +363 New
MGIM
1038
M&G Investment Management
United Kingdom
$56.8K +$18.9M +120,074 +56%
GAM
1039
Gemmer Asset Management
California
$55K -$12.8K -81 -20%
MFA
1040
McClarren Financial Advisors
Pennsylvania
$55K
Group One Trading
1041
Group One Trading
Illinois
$54K +$50K +317 New
KA
1042
Kozak & Associates
Colorado
$53K
LC
1043
Lindbrook Capital
California
$52K -$25.9K -164 -35%
HWM
1044
HighMark Wealth Management
Minnesota
$52K
OIS
1045
Okabena Investment Services
Minnesota
$52K
TF
1046
TimeScale Financial
Massachusetts
$52K +$158 +1 +0.3%
TFO
1047
Tarbox Family Office
California
$51K -$7.72K -49 -14%
DAC
1048
Dividend Assets Capital
South Carolina
$51K
SSB
1049
Sandy Spring Bank
Maryland
$51K
BCMLT
1050
Beacon Capital Management LLC (Tennessee)
Tennessee
$51K +$47.3K +300 New