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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
BWA
1076
BDO Wealth Advisors
Florida
$26K
HA
1077
Herold Advisors
New York
$25.6K +$23.6K +150 New
DWA
1078
Delos Wealth Advisors
Texas
$24K
MCC
1079
Money Concepts Capital
Florida
$22K +$20.3K +129 New
ANBT
1080
American National Bank & Trust
Texas
$22K +$20.5K +130 New
CG
1081
Cutler Group
California
$21K +$20.3K +129 New
CQS
1082
Credential Qtrade Securities
$20.6K
SIC
1083
SJS Investment Consulting
Ohio
$20K +$473 +3 +3%
JWA
1084
JFS Wealth Advisors
Pennsylvania
$20K +$9.62K +61 +103%
MRCM
1085
M&R Capital Management
New Jersey
$19K
CYG
1086
Clean Yield Group
Vermont
$19K +$7.88K +50 +83%
JWM
1087
Janiczek Wealth Management
Colorado
$18K -$2.37K -15 -13%
FFC
1088
First Financial Corp
Indiana
$18K
HR
1089
Howe & Rusling
New York
$18K +$16.2K +103 New
SCA
1090
Stuart Chaussee & Associates
California
$17K -$13.9K -88 -48%
CAL
1091
Capital Analysts LLC
Pennsylvania
$17K
JFA
1092
JNBA Financial Advisors
Minnesota
$17K
FMP
1093
Financial Management Professionals
Texas
$17K +$5.67K +36 +55%
KFI
1094
Key Financial Inc
Pennsylvania
$17K +$12.6K +80 +421%
DWMG
1095
DB Wealth Management Group
California
$16K
SC
1096
Seldon Capital
California
$15K
ADL
1097
Asset Dedication LLC
California
$14K -$9.77K -62 -43%
OC
1098
Oakworth Capital
Alabama
$14K
M
1099
MOTCO
Texas
$14K +$13.2K +84 New
AIM
1100
Arcadia Investment Management
Michigan
$13K