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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
MWM
1051
Mascoma Wealth Management
New Hampshire
$50K +$17.7K +112 +61%
ARIS
1052
Advanced Research Investment Solutions
California
$49K -$49.3K -313 -52%
CAC
1053
Core Alternative Capital
Georgia
$49K +$39.7K +252 +720%
CTB
1054
Country Trust Bank
Illinois
$47K
JFGIW
1055
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$47K
TIM
1056
Tortoise Investment Management
New York
$44K
HDIM
1057
Hanson & Doremus Investment Management
Vermont
$42K +$13.6K +86 +53%
CP
1058
Castleview Partners
Texas
$40K -$8.76M -55,561 -100%
PSB
1059
Piscataqua Savings Bank
New Hampshire
$39K
EARNEST Partners
1060
EARNEST Partners
Georgia
$37K
AP
1061
Arlington Partners
Alabama
$36K
TFS
1062
TrustCore Financial Services
Tennessee
$36K
IRC
1063
Investors Research Corp
Georgia
$35K
ST
1064
Sageworth Trust
Pennsylvania
$35K
SSG
1065
Summit Securities Group
New York
$35K +$32.6K +207 New
FBT
1066
First Bank & Trust
South Dakota
$34K
SIS
1067
Sound Income Strategies
Florida
$34K +$473 +3 +2%
ACA
1068
Atlas Capital Advisors
Wyoming
$31.5K
NFSG
1069
Newbridge Financial Services Group
Florida
$31K -$1.26K -8 -4%
TFP
1070
Tilia Fiduciary Partners
North Carolina
$31K
EW
1071
Evoke Wealth
California
$29K -$20.2K -128 -43%
TWA
1072
TCI Wealth Advisors
Arizona
$29K -$2.05K -13 -7%
SGAM
1073
Smith Group Asset Management
Texas
$28K -$1.58K -10 -6%
MCM
1074
MV Capital Management
Maryland
$27K -$158 -1 -0.6%
Macquarie Group
1075
Macquarie Group
Australia
$26.4K +$65.1K +413 +0.3%