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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
PAI
1051
Pittenger & Anderson Inc
Nebraska
$99.3K +$16.4K +100 +20%
TWM
1052
Tradition Wealth Management
Minnesota
$99K +$818 +5 +0.8%
MHR
1053
Matthew Hamilton Rosenberg
$97.5K
FHA
1054
First Horizon Advisors
Tennessee
$96.3K +$13.4K +82 +16%
ECG
1055
Edge Capital Group
Georgia
$96.1K +$95K +581 New
GEA
1056
Glen Eagle Advisors
New Jersey
$96K +$22.2K +136 +31%
TSWM
1057
Tyler-Stone Wealth Management
Ohio
$89K
SBL
1058
Sargent Bickham Lagudis
Colorado
$88.5K
ONST
1059
Old North State Trust
North Carolina
$86K +$85.4K +522 New
IRC
1060
Investors Research Corp
Georgia
$85.2K
TCOV
1061
Trust Company of Vermont
Vermont
$84.1K +$3.92K +24 +5%
SSG
1062
Summit Securities Group
New York
$83K +$81.9K +501 New
VIA
1063
Virtus Investment Advisers
Connecticut
$82.6K
RFA
1064
Resurgent Financial Advisors
Georgia
$82.6K +$81.6K +499 New
C
1065
Covestor
United Kingdom
$79K +$10.3K +63 +15%
Capstone Investment Advisors
1066
Capstone Investment Advisors
New York
$75.6K +$74.7K +457 New
AA
1067
Addison Advisors
Vermont
$75.1K
EBA
1068
Eagle Bay Advisors
New York
$74.8K -$5.07K -31 -6%
ICM
1069
Islay Capital Management
Texas
$74.5K
JGIA
1070
Jackson Grant Investment Advisers
Connecticut
$73.6K +$327 +2 +0.5%
DJSG
1071
D.J. St. Germain
Massachusetts
$69.5K +$68.7K +420 New
BSB
1072
Bangor Savings Bank
Maine
$67K
CWP
1073
Concord Wealth Partners
Virginia
$66.7K +$65.9K +403 New
AA
1074
Ancora Advisors
Ohio
$66K +$17.2K +105 +35%
HDIM
1075
Hanson & Doremus Investment Management
Vermont
$65K +$4.74K +29 +8%