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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
PFBT
1026
Parkside Financial Bank & Trust
Missouri
$151K +$16.8K +103 +13%
VC
1027
Vestor Capital
Illinois
$150K +$36.6K +224 +33%
KLWA
1028
Kelly Lawrence W & Associates
California
$149K
WB
1029
Webster Bank
Connecticut
$148K
TF
1030
TimeScale Financial
Massachusetts
$146K +$164 +1 +0.1%
CFO
1031
CVA Family Office
Colorado
$143K +$31.9K +195 +29%
HI
1032
Harbour Investments
Wisconsin
$139K +$9.32K +57 +7%
TAIM
1033
TD Ameritrade Investment Management
Nebraska
$139K -$42.4K -259 -24%
CCA
1034
Column Capital Advisors
Indiana
$137K +$71K +434 +110%
KFS
1035
Kelly Financial Services
Massachusetts
$135K
WTA
1036
Washington Trust Advisors
Massachusetts
$134K -$8.01K -49 -6%
LC
1037
Lindbrook Capital
California
$133K +$33.8K +207 +35%
TWD
1038
True Wealth Design
Ohio
$130K +$129K +788 New
ACP
1039
Arcus Capital Partners
Georgia
$130K +$129K +786 New
BCM
1040
Bourgeon Capital Management
Connecticut
$127K
NECFA
1041
New England Capital Financial Advisors
Connecticut
$119K +$112K +685 New
AF
1042
Allworth Financial
California
$118K +$75.2K +460 +180%
HNWAG
1043
High Net Worth Advisory Group
Florida
$118K
LS
1044
Livforsakringsbolaget Skandia
Sweden
$118K
HCP
1045
Hexagon Capital Partners
Arkansas
$117K -$64.6K -395 -36%
TFGT
1046
TS Financial Group (TSFG)
Illinois
$114K
AAG
1047
Armstrong Advisory Group
Massachusetts
$110K +$109K +666 New
MA
1048
MCF Advisors
Kentucky
$109K
BWL
1049
Bogart Wealth LLC
Virginia
$104K -$6.54K -40 -6%
TF
1050
Tompkins Financial
New York
$102K -$9.32K -57 -8%